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Crestwood Equity Partners LP

CEQPDelisted Nov 3, 2023
Industry
Natural Gas Transmisison & Distribution
SEC CIK
0001136352

Crestwood Equity Partners LP was delisted on Nov 3, 2023; its insiders filed their last Form 4 on Nov 7, 2023; 148 institutions reported holding it in 13F filings for Q3 2023, worth $1.76B in total; no superinvestor held it.

13F holders, Q3 2022

Institutional positions in Crestwood Equity Partners LP as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
165
+10 vs. Q2 2022
Shares held
59.0M
+22.4M (+61.1%) vs. Q2 2022
Total value
$1.63B
+$751.5M (+85.3%) vs. Q2 2022
New holders
27
54 more added
Sold out
17
31 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CEQP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 165 institutions
Q1 2021: 129 institutionsQ2 2021: 128 institutionsQ3 2021: 122 institutionsQ4 2021: 136 institutionsQ1 2022: 163 institutionsQ2 2022: 156 institutionsQ3 2022: 165 institutionsQ4 2022: 152 institutionsQ1 2023: 150 institutionsQ2 2023: 154 institutionsQ3 2023: 148 institutionsQ4 2023: 2 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2022: $1.63B
Q1 2021: $647.8MQ2 2021: $852.0MQ3 2021: $822.6MQ4 2021: $832.3MQ1 2022: $1.09BQ2 2022: $881.3MQ3 2022: $1.63BQ4 2022: $1.54BQ1 2023: $1.38BQ2 2023: $1.55BQ3 2023: $1.76BQ4 2023: $4.18KQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CEQP and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20232$4.18K
Q3 2023148$1.76B
Q2 2023154$1.55B
Q1 2023150$1.38B
Q4 2022152$1.54B
Q3 2022165$1.63B
Q2 2022156$881.3M
Q1 2022163$1.09B
Q4 2021136$832.3M
Q3 2021122$822.6M
Q2 2021128$852.0M
Q1 2021129$647.8M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Crestwood Equity Partners LP; share changes are against Q2 2022.

Institutions holding CEQP in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Reserve GP XIII Ltd11,275,546$313.1M100.00%+11,275,546New
Alps Advisors Inc10,169,458$282.4M2.67%−253,576−2.4%Reduced
Bank of America Corp4,417,396$122.7M0.02%+2,892,374+189.7%Added
Goldman Sachs Group Inc3,231,920$89.8M0.03%+704,596+27.9%Added
Tortoise Capital Advisors, L.L.C.2,574,616$71.5M1.13%−107,917−4.0%Reduced
Mirae Asset Global Investments Co., Ltd.2,543,510$70.6M0.19%+339,245+15.4%Added
UBS Group AG2,222,644$61.7M0.04%+1,469,303+195.0%Added
Clearbridge Investments, LLC1,966,218$54.6M0.06%+287,200+17.1%Added
Cushing Asset Management, LP1,511,958$42.0M4.26%+837,743+124.3%Added
Salient Capital Advisors, LLC1,472,920$40.9M2.35%+699,406+90.4%Added
Blackstone Group Inc.1,412,678$39.2M0.15%+1,062,511+303.4%Added
JPMorgan Chase & Co1,404,137$39.0M0.01%+222,737+18.9%Added
Invesco Ltd.1,329,133$36.9M0.01%+713,474+115.9%Added
Brookfield Asset Management Inc.1,254,839$34.8M0.13%+343,806+37.7%Added
Morgan Stanley1,079,950$30.0M0.00%−95,581−8.1%Reduced
Chickasaw Capital Management LLC1,013,337$28.1M1.43%−49,107−4.6%Reduced
Infrastructure Capital Advisors, LLC1,090,761$25.3M5.42%+38,407+3.6%Added
Cohen & Steers, Inc.701,782$19.5M0.04%+700,017+39,661.0%Added
Jennison Associates LLC575,684$16.0M0.02%+222,477+63.0%Added
Moneta Group Investment Advisors LLC534,246$14.8M0.57%−24,143−4.3%Reduced
Eagle Global Advisors LLC473,935$13.2M0.99%+310,410+189.8%Added
Longfellow Investment Management Co LLC465,577$12.9M2.64%00.0%Unchanged
Stifel Financial Corp442,503$12.3M0.02%+107,351+32.0%Added
Miller Howard Investments Inc433,291$12.0M0.49%−130,748−23.2%Reduced
Barclays PLC352,376$9.79M0.01%+331,538+1,591.0%Added
NBW Capital LLC331,628$9.21M2.47%+32,014+10.7%Added
Citigroup Inc301,722$8.38M0.01%+95,093+46.0%Added
Natixis290,400$8.06M0.04%+142,800+96.7%Added
Allianz Asset Management GmbH289,800$8.05M0.02%+289,800New
Wells Fargo & Company289,535$8.04M0.00%+147,131+103.3%Added
Deutsche Bank AG268,864$7.47M0.00%−696−0.3%Reduced
Mariner, LLC265,985$7.39M0.03%+1,433+0.5%Added
Strategic Wealth Advisors Group, LLC185,648$5.16M0.22%−11,520−5.8%Reduced
Raymond James Financial Services Advisors, Inc.171,757$4.77M0.01%+15,855+10.2%Added
First Trust Advisors LP163,844$4.55M0.01%+28,351+20.9%Added
Prime Capital Investment Advisors, LLC152,509$4.24M0.24%00.0%Unchanged
Catalyst Capital Advisors LLC149,052$4.14M0.16%+8,500+6.0%Added
Bank of Montreal120,900$3.60M0.00%+120,900New
Advisor Group Holdings, Inc.115,892$3.22M0.01%−87,127−42.9%Reduced
Bramshill Investments, LLC106,895$2.97M0.42%+26,374+32.8%Added
Sentinel Trust Co Lba100,000$2.78M0.46%00.0%Unchanged
Advisors Asset Management, Inc.92,207$2.56M0.05%−8,450−8.4%Reduced
Vident Investment Advisory, LLC72,888$2.02M0.07%+6,898+10.5%Added
Tortoise Index Solutions, LLC72,888$2.02M0.39%+6,897+10.5%Added
Fractal Investments LLC70,116$1.95M0.52%00.0%Unchanged
Royal Bank of Canada64,134$1.78M0.00%−17,768−21.7%Reduced
Raymond James & Associates56,942$1.58M0.00%−22,471−28.3%Reduced
U.S. Capital Wealth Advisors, LLC55,463$1.54M0.08%00.0%Unchanged
Cannell Peter B & Co Inc55,450$1.54M0.06%00.0%Unchanged
Sigma Planning Corp55,297$1.54M0.06%−5,998−9.8%Reduced
Advisors Capital Management, LLC50,648$1.46M0.04%+50,648New
Sowell Financial Services LLC46,557$1.29M0.13%−1,172−2.5%Reduced
Wellington Management Group LLP45,819$1.27M0.00%+45,819New
US Bancorp44,915$1.25M0.00%−30−0.1%Reduced
LPL Financial LLC39,350$1.09M0.00%+13,844+54.3%Added
Penbrook Management LLC34,900$969.0K0.83%00.0%Unchanged
HighTower Advisors, LLC34,525$957.0K0.00%+5,823+20.3%Added
Paragon Capital Management Ltd33,200$922.0K0.26%00.0%Unchanged
GraniteShares Advisors LLC30,994$860.0K0.70%−370−1.2%Reduced
First Republic Investment Management, Inc.26,275$730.0K0.00%+5,746+28.0%Added
Pinnacle Holdings, LLC25,165$698.8K0.33%−50−0.2%Reduced
Cbre Clarion Securities LLC21,300$592.0K0.01%00.0%Unchanged
Brookstone Capital Management20,043$579.0K0.01%−56−0.3%Reduced
Advisory Services Network, LLC20,774$577.0K0.02%00.0%Unchanged
SL Advisors, LLC20,292$564.0K1.40%+4,499+28.5%Added
9258 Wealth Management, LLC19,815$550.0K0.14%00.0%Unchanged
Empirical Asset Management, LLC19,680$547.0K0.60%+485+2.5%Added
O'Neil Global Advisors, Inc.18,156$504.0K2.00%+18,156New
Oppenheimer Asset Management Inc.16,545$460.0K0.01%+3,829+30.1%Added
McDonald Partners LLC16,512$459.0K0.18%+290+1.8%Added
Creative Planning16,438$456.0K0.00%+106+0.6%Added
AlphaStar Capital Management, LLC16,017$445.0K0.05%−1,312−7.6%Reduced
SG Americas Securities, LLC13,905$386.0K0.01%−1,684−10.8%Reduced
Lindbrook Capital, LLC13,858$385.0K0.06%+1,375+11.0%Added
American Financial Group Inc13,500$375.0K0.13%+1,500+12.5%Added
Financial Advocates Investment Management13,097$364.0K0.03%+13,097New
Janney Montgomery Scott LLC13,075$363.0K0.00%+1,538+13.3%Added
Commonwealth Equity Services, LLC13,087$363.0K0.00%+2,164+19.8%Added
Stockman Wealth Management, Inc.13,050$362.0K0.10%00.0%Unchanged
Guggenheim Capital LLC12,929$359.0K0.00%+848+7.0%Added
CIBC Private Wealth Group, LLC12,750$354.0K0.00%+3,000+30.8%Added
Captrust Financial Advisors12,671$352.0K0.00%+4,933+63.8%Added
Legacy Financial Strategies, LLC12,500$347.0K0.16%00.0%Unchanged
Susquehanna International Group, LLP11,873$330.0K0.00%−147,620−92.6%Reduced
Oxbow Advisors, LLC11,850$329.0K0.05%00.0%Unchanged
Claybrook Capital, LLC11,637$323.0K0.20%00.0%Unchanged
Rockwood Wealth Management, LLC11,366$315.6K0.10%00.0%Unchanged
Private Advisor Group, LLC10,646$296.0K0.00%+33+0.3%Added
Sanders Morris Harris LLC10,570$294.0K0.07%00.0%Unchanged
F&V Capital Management, LLC10,391$289.0K0.11%00.0%Unchanged
Victory Capital Management Inc10,295$286.0K0.00%+10,295New
Apollon Wealth Management, LLC10,219$284.0K0.02%+10,219New
Van Eck Associates Corp10,140$282.0K0.00%+412+4.2%Added
Pacer Advisors, Inc.10,140$282.0K0.00%+820+8.8%Added
Foresight Wealth Management, LLC9,500$264.0K0.11%−134−1.4%Reduced
Pettinga Financial Advisors, LLC9,350$260.0K0.09%−2,950−24.0%Reduced
Donoghue Forlines LLC9,217$256.0K0.09%−11,908−56.4%Reduced
Griffin Asset Management, Inc.9,216$256.0K0.04%−3,773−29.0%Reduced
Cambridge Investment Research Advisors, Inc.9,084$252.0K0.00%+9,084New
Glenmede Trust Co NA9,000$249.0K0.00%00.0%Unchanged