ET β€” ENERGY TRANSFER L P

Ownership history in Northstar Advisory Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Northstar Advisory Group, LLC reported ENERGY TRANSFER L P (ET) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.58% in 2026 Q1. The latest visible filing shows ET at 0.58% 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.

What this ET ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northstar Advisory Group, LLC'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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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.

How Northstar Advisory Group, LLC held ET β€” position size vs. price
% of Fund (quarterly)    ET price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 80,373 -584 -0.7% 0.58% $1.6M 2026-04-08 $19.08
2025 Q4 ADDED 80,957 +47,443 +141.6% 0.47% $1.3M 2026-01-15 $17.14
2025 Q3 ADDED 33,514 +7,562 +29.1% 0.23% $575K 2025-11-03 $16.19
2025 Q2 INITIATED 25,952 β€” β€” 0.23% $471K 2025-07-08 $16.81

FAQ About Northstar Advisory Group, LLC and ET

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

How long has Northstar Advisory Group, LLC reported owning ET?

Northstar Advisory Group, LLC reported ET across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ET position in Northstar Advisory Group, LLC's portfolio?

The largest reported portfolio weight for ET was 0.58% in 2026 Q1.

What is the latest reported ET position on this page?

The most recent filing on this page is 2026 Q1, when Northstar Advisory Group, LLC reported 80,373 shares, equal to 0.58% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ET ownership page compare?

The chart compares Northstar Advisory Group, LLC'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.

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