Skip to main content

Energy Transfer LP

ET
Exchange
NYSE
Industry
Natural Gas Transmission
SEC CIK
0001276187

In the last 90 days, Energy Transfer LP insiders filed 2 open-market purchases and 0 sales; 1,303 institutions reported holding it in 13F filings for Q2 2026, worth $21.1B in total; Appaloosa is the only superinvestor holding it.

Other share classesET.PI

Q2 2021 vs. Q1 2021

How the institutions holding Energy Transfer LP changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of ET: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders7383752+17
Shares1.02B2.24M1.02B+1.72M (+0.2%)
Value$7.83B$17.2M$10.8B+$2.97B (+38.0%)

3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Energy Transfer LP at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to ET in Q2 2021
InstitutionSharesValue% of portfolio
Acadian Asset Management LLC2,746,347$29.2M0.11%
Amundi2,649,489$28.2M0.02%
Ancient Art, L.P.1,116,511$11.9M1.13%
CMT Capital Markets Trading GmbH1,081,858$11.5M5.07%
Morningstar Investment Management LLC940,930$10.0M1.12%
Premier Fund Managers Ltd625,000$6.60M0.22%
Amitell Capital Pte Ltd593,743$6.31M3.89%
Pathstone Family Office, LLC415,663$4.42M0.13%
Advisor Resource Council368,233$3.91M0.41%
Intrinsic Edge Capital Management LLC350,000$3.72M0.22%
Castleview Partners, LLC303,010$3.22M1.41%
AMP Capital Investors Ltd280,500$2.98M0.01%
Loomis Sayles & Co L P156,681$1.67M0.00%
Green Harvest Asset Management LLC147,104$1.56M0.29%
Platform Technology Partners145,220$1.54M0.64%
Wellington Management Group LLP125,589$1.33M0.00%
DekaBank Deutsche Girozentrale102,000$1.08M0.00%
Granby Capital Management, LLC100,000$1.06M0.76%
Wall Street Access Asset Management, LLC87,348$928.0K0.52%
Beacon Pointe Advisors, LLC74,889$796.0K0.03%
LexAurum Advisors, LLC57,913$616.0K0.18%
Corsicana & Co.50,840$540.0K0.34%
SG3 Management, LLC47,500$505.0K0.22%
Pinnacle Wealth Advisors43,511$463.0K0.02%
Davenport & Co LLC43,264$460.0K0.00%
Bridgewater Advisors Inc.40,037$426.0K0.14%
Gladstone Institutional Advisory LLC34,187$363.0K0.04%
SRS Capital Advisors, Inc.33,674$358.0K0.05%
Mark Sheptoff Financial Planning, LLC33,000$351.0K0.19%
Paradigm Financial Partners, LLC27,335$291.0K0.07%
Magnolia Capital Advisors LLC24,924$265.0K0.12%
Toronto Dominion Bank21,730$231.0K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,361$227.0K0.01%
Shapiro Capital Management LLC21,065$224.0K0.00%
Penbrook Management LLC20,618$219.0K0.14%
Lake Point Wealth Management20,000$213.0K0.10%
Centered Wealth LLC dba Miller Equity Capital Advisors20,000$213.0K0.22%
Clear Creek Financial Management, LLC19,057$203.0K0.03%
BCJ Capital Management, LLC18,156$193.0K0.02%
Security National Bank of So Dak17,300$184.0K0.14%
Leisure Capital Management17,000$181.0K0.10%
State of Wyoming16,997$181.0K0.11%
Strategic Wealth Advisors Group, LLC16,378$174.0K0.01%
Balentine LLC16,009$170.0K0.01%
Wealthsource Partners, LLC15,602$166.0K0.01%
Pure Financial Advisors, Inc.15,414$164.0K0.01%
CSS LLC15,143$161.0K0.01%
Archford Capital Strategies, LLC12,385$132.0K0.03%
Truvvo Partners LLC12,276$130.0K0.09%
First Heartland Consultants, Inc.11,313$120.0K0.02%
Segment Wealth Management, LLC11,280$120.0K0.01%
Visionary Wealth Advisors11,148$119.0K0.01%
Savant Capital, LLC11,136$118.0K0.00%
Rehmann Capital Advisory Group10,442$111.0K0.01%
Bickling Financial Services, Inc.10,361$110.0K0.05%
Qube Research & Technologies Ltd10,194$108.0K0.00%
HBW Advisory Services LLC10,038$107.0K0.03%
Cohanzick Management, LLC10,000$106.0K0.03%
Baldrige Asset Management LLC9,600$102.0K0.04%
Summit Wealth Group, LLC9,382$100.0K0.15%
Strategic Blueprint, LLC8,586$91.0K0.01%
Clean Yield Group7,320$78.0K0.03%
Sound Income Strategies, LLC7,358$78.0K0.01%
Delos Wealth Advisors, LLC7,245$77.0K0.10%
Eagle Bay Advisors LLC4,500$48.0K0.04%
Itau Unibanco Holding S.A.3,291$35.0K0.00%
BBVA USA2,512$27.0K0.00%
Hillsdale Investment Management Inc.2,550$27.0K0.00%
CX Institutional2,420$26.0K0.00%
Meeder Asset Management Inc2,058$22.0K0.00%
Harbor Investment Advisory, LLC1,900$20.0K0.00%
FFT Wealth Management LLC1,659$18.0K0.00%
MCF Advisors LLC1,500$16.0K0.00%
Wealth Quarterback LLC630$7.00K0.00%
Hoese & Co LLP600$6.00K0.01%
West Paces Advisors Inc.169$1.80K0.00%

Sold out (59)

Institutions that held Energy Transfer LP at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of ET in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
California Public Employees Retirement System4,846,813$37.2M
Barings LLC2,041,561$15.7M
Soviero Asset Management, LP1,700,000$13.1M
Raging Capital Management, LLC885,456$6.80M
West Family Investments, Inc.585,098$4.49M
Parallax Volatility Advisers, L.P.476,808$3.66M
Wealthstreet Investment Advisors, LLC369,197$2.83M
CM Management, LLC200,000$1.54M
Tolleson Wealth Management, Inc.122,706$942.0K
Trust Asset Management LLC101,236$777.0K
Peak Asset Management, LLC85,237$655.0K
Nokomis Capital, L.L.C.78,100$600.0K
Claybrook Capital, LLC69,500$534.0K
Little House Capital LLC65,505$503.0K
Lake Street Advisors Group, LLC59,400$456.0K
Davidson Trust Co46,654$358.0K
Comerica Securities,inc.46,448$357.0K
Ferris Capital, LLC42,735$328.0K
Caption Management, LLC40,000$308.0K
Kalos Management, Inc.25,315$255.0K
Gsa Capital Partners LLP30,905$237.0K
Capula Management Ltd30,000$230.0K
Hayden Royal, LLC26,489$203.0K
Colony Group LLC23,384$180.0K
Robertson Stephens Wealth Management, LLC20,747$159.0K
Shay Capital LLC20,000$154.0K
Inscription Capital, LLC19,209$148.0K
Voya Financial Advisors, Inc.18,578$144.0K
Security National Bank of Sioux City Iowa17,300$133.0K
Evercore Wealth Management, LLC12,852$99.0K
Capital Investment Advisory Services, LLC12,697$98.0K
Newman Dignan & Sheerar, Inc.12,000$92.0K
Allred Capital Management, LLC11,802$90.6K
Alhambra Investment Partners LLC11,500$88.0K
Financial Engines Advisors L.L.C.11,153$86.0K
Thrivent Financial for Lutherans10,908$84.0K
Edmp, Inc.10,116$78.0K
Richard P Slaughter Associates Inc10,000$76.0K
Thomasville National Bank14,604$67.0K
Cowa, LLC8,228$65.0K
Meridian Wealth Partners, LLC4,000$31.0K
Crescent Capital Consulting, LLC3,648$28.0K
Valley Brook Capital Group2,650$20.0K
Robbins Farley LLC1,920$19.0K
Certified Advisory Corp2,068$16.0K
Total Clarity Wealth Management, Inc.2,000$15.0K
M&R Capital Management Inc1,800$13.0K
Grandview Asset Management LLC1,155$9.00K
Capital Advisory Group Advisory Services, LLC950$7.00K
JNBA Financial Advisors644$5.00K
Gables Capital Management Inc.624$5.00K
Abundance Wealth Counselors680$5.00K
Hudock, Inc.576$4.00K
Manchester Financial Inc392$3.00K
Northern Oak Wealth Management Inc424$3.00K
MPS Loria Financial Planners, LLC392$3.00K
MUFG Americas Holdings Corp315$2.00K
Mascoma Wealth Management LLC80$1.00K
Larson Financial Group LLC21$0

Not filed for Q2 2021 yet (3)

Institutions that held Energy Transfer LP at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.1,580,310$12.1M
Bokf, NA649,175$4.99M
Wolff Financial Management LLC12,000$92.0K