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CWM, LLC

Position in ET — Energy Transfer LP

CIK 1535847 OMAHA, NE

Position in ET

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$5,465,760
+$1,461,741 QoQ
Shares Held
283,200
+16.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 0.4922316384180791.ToString("F0")% Shared 0.ToString("F0")% None 99.50776836158191.ToString("F0")%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Midstream

Energy · as of Mar 31, 2026

CWM, LLC holds $79,383,676 across 43 Oil & Gas Midstream names. ET ranks #5 (6.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 ET
Energy Transfer LP
This page
283,200 $5,465,760

All Filings in ET

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $5,465,760 283,200
2025-12-31 $4,004,019 242,815
2025-09-30 $3,355,346 195,533
2025-06-30 $2,635,884 145,388
2025-03-31 $2,528,035 135,989
2024-12-31 $2,776,373 141,724
2024-09-30 $1,579,897 98,436
2024-06-30 $994,286 61,300
2024-03-31 $755,857 48,052
2023-12-31 $622,807 45,131
2023-09-30 $869,635 61,984
2023-06-30 $2,766,250 217,815
2023-03-31 $3,019,598 242,149
2022-12-31 $997,329 84,021
2022-09-30 $182,899 16,582
2022-06-30 $492,393 49,338
2022-03-31 $114,943 10,272
2021-12-31 $35,257 4,284
2021-06-30 $58,348 5,489
2021-03-31 $42,155 5,489
2020-12-31 $33,922 5,489
2020-09-30 $29,750 5,489
2020-06-30 $39,081 5,489
2020-03-31 $68,392 14,868