Morton Capital Management LLC/CA ET — ENERGY TRANSFER L P

Ownership history in Morton Capital Management LLC/CA  ·  11 quarters on record

AI Ownership Summary

Morton Capital Management LLC/CA reported ENERGY TRANSFER L P (ET) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q1. The latest visible filing shows ET at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Capital Management LLC/CA's position in ENERGY TRANSFER L P, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ET was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ET stock page Morton Capital Management LLC/CA fund profile Morton Capital Management LLC/CA full holdings
How Morton Capital Management LLC/CA held ET — position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,267 +700 +1.4% 0.14% $951K 2026-04-21 $18.64
2025 Q4 ADDED — — — 48,567 +767 +1.6% 0.12% $801K 2026-02-03 $17.76
2025 Q3 REDUCED — — — 47,800 -2,304 -4.6% 0.13% $820K 2025-10-24 $15.82
2025 Q2 ADDED — — — 50,104 +3,722 +8.0% 0.16% $908K 2025-07-23 $16.19
2025 Q1 ADDED — — — 46,382 +593 +1.3% 0.17% $862K 2025-04-17 $15.73
2024 Q4 ADDED — — — 45,789 +683 +1.5% 0.17% $897K 2025-01-15 $17.96
2024 Q3 ADDED — — — 45,106 +723 +1.6% 0.14% $724K 2024-10-09 $14.31
2024 Q2 ADDED — — — 44,383 +699 +1.6% 0.17% $720K 2024-07-12 $14.01
2024 Q1 ADDED — — — 43,684 +757 +1.8% 0.19% $687K 2024-04-12 $13.03
2023 Q4 ADDED — — — 42,927 +13,344 +45.1% 0.18% $592K 2024-01-18 $11.34
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ET

As of 2026 Q1 — sorted by position size

Stephens Group, LLC 3Y 61.27% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 21.79% Garrett Wealth Advisory Group, LLC 3Y 7Y 18.8% Kamunting Street Capital Management, L.P. 3Y 7Y 17.04% Alden Global Capital LLC 3Y 7Y 14.94% Heronetta Management, L.P. 3Y 7Y 14.08% SL ADVISORS, LLC 3Y 7Y 13.88% DELPHI FINANCIAL GROUP, INC. 3Y 7Y 12.38% Fractal Investments LLC 3Y 11.01% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 10.57%

FAQ About Morton Capital Management LLC/CA and ET

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morton Capital Management LLC/CA reported owning ET?

Morton Capital Management LLC/CA reported ET across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ET position in Morton Capital Management LLC/CA's portfolio?

The largest reported portfolio weight for ET was 0.19% in 2024 Q1.

What is the latest reported ET position on this page?

The most recent filing on this page is 2026 Q1, when Morton Capital Management LLC/CA reported 49,267 shares, equal to 0.14% of portfolio, with an estimated market value of $951K.

What does the chart on this ET ownership page compare?

The chart compares Morton Capital Management LLC/CA's quarterly ET portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morton Capital Management LLC/CA time their ET position?

Based on 13F filing dates vs. subsequent ET price moves, Morton Capital Management LLC/CA correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on ET relative to SPY over the holding period was +1.3%.

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