SEC 13F Intelligence

Concorde Financial Corp / ET

Concorde Financial Corp’s Energy Transfer L P Position

Does Concorde Financial Corp own Energy Transfer L P (ET)? Yes407.5K shares worth $8M (+6.18% of its 13F portfolio) as of Q1 2026, up from 401.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
407.5K
% of Portfolio
+6.18%
Quarters Held
13
currently held

Position History ET

Reported value by quarter
Q1 ’23: $3MQ1 ’23Q2 ’23: $5MQ3 ’23: $1MQ3 ’23Q4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $6MQ3 ’24Q4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $7MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026407.5K$8M+6.18%
Q4 2025401.6K$7M+5.73%
Q3 2025406.5K$7M+3.87%
Q2 2025389.2K$7M+4.17%
Q1 2025387.6K$7M+3.97%
Q4 2024384.2K$8M+4.48%
Q3 2024386.5K$6M+3.65%
Q2 2024442.2K$7M+4.71%
Q1 2024442.6K$7M+6.33%
Q4 2023441.3K$6M+4.17%
Q3 202375.0K$1M+1.80%
Q2 2023430.5K$5M+3.58%
Q1 2023269.1K$3M+2.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Concorde Financial Corp’s full portfolio or all institutional holders of ET.