ENERGY TRANSFER LP · CUSIP 29273V100 · CIK 1963839
As of 2026-03-31, Redwood Wealth Management Group, LLC reported 161.78K ET (shares), valued at $3.12M, or 1.35% of its reported non-derivative portfolio. Filed 2026-04-24.
Verify history & sources →Shares decreased 2.22%; reported value increased 14.44%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | 1.35% | 161,782 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 1.14% | 165,460 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 1.27% | 174,039 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 1.45% | 178,480 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 1.70% | 179,917 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 1.74% | 182,504 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 1.49% | 187,020 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.53% | 125,596 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 2.22% | 133,291 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 2.10% | 137,491 | SEC filing ↗Filed Jan 25, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.10% | 137,491 | $1.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 2.22% | 133,291 | $2.10M | Shares decreased 3.05%; reported value increased 10.50%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 1.53% | 125,596 | $2.04M | Shares decreased 5.77%; reported value decreased 2.84%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 1.49% | 187,020 | $3.00M | Shares increased 48.91%; reported value increased 47.34%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.74% | 182,504 | $3.57M | Shares decreased 2.41%; reported value increased 19.05%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 1.70% | 179,917 | $3.34M | Shares decreased 1.42%; reported value decreased 6.40%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 1.45% | 178,480 | $3.24M | Shares decreased 0.80%; reported value decreased 3.25%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 1.27% | 174,039 | $2.99M | Shares decreased 2.49%; reported value decreased 7.71%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 1.14% | 165,460 | $2.73M | Shares decreased 4.93%; reported value decreased 8.64%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 1.35% | 161,782 | $3.12M | Shares decreased 2.22%; reported value increased 14.44%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.