Back to ET
Concurrent Investment Advisors, LLC → ET
Concurrent Investment Advisors, LLC ET Position History
Energy Transfer LP • Energy
Quarters held
8
Latest value
$9.3M
Q3 2026
Peak value
$9.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $5.5M |
| Q4 2025 | $5K |
| Q1 2026 | $6K |
| Q1 2026 | $6.7M |
| Q2 2026 | $6K |
| Q2 2026 | $6.9M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 472.2K | — | — |
| Q2 2026 | $6.9M | 359.8K | — | — |
| Q2 2026 | $6K | 320 | — | — |
| Q1 2026 | $6.7M | 345.2K | — | — |
| Q1 2026 | $6K | 320 | — | — |
| Q4 2025 | $5K | 320 | — | — |
| Q4 2025 | $5.5M | 333.0K | — | — |
| Q3 2025 | $3.7M | 216.8K | — | — |
Other funds holding ET
$1.5B
$1.4B
$1.3B
$1.3B
$1.2B
$1.1B
$1.1B
$1.1B