Henson-Edgewater Management, LLC ET ENERGY TRANSFER L P

Ownership history in Henson-Edgewater Management, LLC  ·  2 quarters on record

AI Ownership Summary

Henson-Edgewater Management, LLC reported ENERGY TRANSFER L P (ET) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.94% in 2026 Q1. The latest visible filing shows ET at 1.94% 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 Henson-Edgewater Management, 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 1.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% 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 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.

How Henson-Edgewater Management, LLC 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 157,780 +79,451 +101.4% 1.94% $3.0M 2026-04-30 $19.85
2025 Q4 INITIATED 78,329 0.78% $1.3M 2026-03-04 $18.44

FAQ About Henson-Edgewater Management, 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 Henson-Edgewater Management, LLC reported owning ET?

Henson-Edgewater Management, LLC reported ET across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported ET position in Henson-Edgewater Management, LLC's portfolio?

The largest reported portfolio weight for ET was 1.94% in 2026 Q1.

What is the latest reported ET position on this page?

The most recent filing on this page is 2026 Q1, when Henson-Edgewater Management, LLC reported 157,780 shares, equal to 1.94% of portfolio, with an estimated market value of $3.0M.

What does the chart on this ET ownership page compare?

The chart compares Henson-Edgewater Management, 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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