Sowell Financial Services LLC ET/PRI — ENERGY TRANSFER L P

Ownership history in Sowell Financial Services LLC  ·  3 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported ENERGY TRANSFER L P (ET/PRI) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q3. The latest visible filing shows ET/PRI at 0.04% 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/PRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services 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 Q3

ET/PRI was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q3

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

Time in book
Holding Window
2026 Q1 to 2026 Q3

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 Sowell Financial Services LLC held ET/PRI — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 122,195 +59,098 +93.7% 0.04% $1.3M 2026-10-20 —
2026 Q2 REDUCED — — — 63,097 -550 -0.9% 0.02% $723K 2026-07-20 —
2026 Q1 INITIATED — — — 63,647 — — 0.03% $736K 2026-04-20 —

FAQ About Sowell Financial Services LLC and ET/PRI

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

How long has Sowell Financial Services LLC reported owning ET/PRI?

Sowell Financial Services LLC reported ET/PRI across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported ET/PRI position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for ET/PRI was 0.04% in 2026 Q3.

What is the latest reported ET/PRI position on this page?

The most recent filing on this page is 2026 Q3, when Sowell Financial Services LLC reported 122,195 shares, equal to 0.04% of portfolio, with an estimated market value of $1.3M.

What does the chart on this ET/PRI ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly ET/PRI 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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