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POTENTIA WEALTH

Position in ET — Energy Transfer LP

CIK 2052308 SAN JOSE, CA

Position in ET

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$237,737
+$34,614 QoQ
Shares Held
12,318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ET Over Time

Shares Held

Position Value (USD)

All Filings in ET

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $237,737 12,318
2025-12-31 $203,123 12,318
2025-09-30 $211,376 12,318
2025-06-30 $232,027 12,798
2025-03-31 $319,413 17,182
2024-12-31 $316,848 16,174