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Livermore
ZHEN

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

Q1 2022 vs. Q4 2021

How the institutions holding Energy Transfer LP changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of ET: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders8118828+25
Shares1.17B232.7K1.21B+38.0M (+3.2%)
Value$9.66B$1.91M$13.6B+$3.89B (+40.3%)

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Energy Transfer LP at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to ET in Q1 2022
InstitutionSharesValue% of portfolio
Beach Investment Counsel Inc2,847,639$31.9M3.37%
Chiron Investment Management, LLC2,450,658$27.4M3.22%
Hennessy Advisors Inc881,000$9.86M0.52%
Peconic Partners LLC300,000$3.36M0.26%
Atria Wealth Solutions, Inc.260,453$2.92M0.05%
Clear Street LLC215,000$2.41M0.63%
Pekin Hardy Strauss, Inc.151,835$1.70M0.23%
Parkwood LLC140,823$1.58M0.27%
CMC Financial Group126,412$1.50M1.67%
Wellington Shields Capital Management, LLC121,713$1.38M0.15%
Atria Investments LLC107,998$1.21M0.02%
Evercore Wealth Management, LLC106,043$1.19M0.02%
Atalanta Sosnoff Capital, LLC100,300$1.12M0.03%
First Pacific Advisors, LP92,000$1.03M0.01%
Ninepoint Partners LP82,456$923.0K0.22%
Saxon Interests, Inc.80,108$896.0K0.48%
Lavaca Capital LLC70,336$787.0K0.34%
Money Concepts Capital Corp65,117$729.0K0.04%
Morling Financial Advisors, LLC53,445$598.0K0.76%
Summit Wealth & Retirement Planning, Inc.52,898$592.0K0.21%
Formidable Asset Management, LLC51,579$577.0K0.11%
Global Retirement Partners, LLC49,665$555.0K0.04%
Finer Wealth Management, Inc.37,787$423.0K0.35%
Strategic Wealth Advisors Group, LLC36,840$421.0K0.02%
Kercheville Advisors, LLC34,000$380.0K0.18%
Advisors Capital Management, LLC30,030$336.0K0.01%
Larson Financial Group LLC29,298$328.0K0.05%
Belvedere Trading LLC24,265$284.0K0.20%
HFG Advisors, Inc.24,665$276.0K0.32%
Two Sigma Securities, LLC24,207$271.0K0.04%
Colony Group LLC23,384$262.0K0.00%
Act Wealth Management, LLC22,641$253.0K0.14%
Kingsview Wealth Management, LLC22,545$252.3K0.01%
Mattern Wealth Management LLC20,700$232.0K0.08%
Wilbanks Smith & Thomas Asset Management LLC19,700$231.0K0.01%
XR Securities LLC19,094$214.0K0.05%
Axxcess Wealth Management, LLC18,893$211.0K0.02%
Capital Advisory Group Advisory Services, LLC17,950$201.0K0.09%
Laidlaw Wealth Management LLC16,752$187.0K0.03%
Lakeview Capital Partners, LLC16,571$185.0K0.09%
Madison Wealth Management16,100$180.0K0.04%
Worth Asset Management, LLC16,209$173.0K0.11%
Zazove Associates LLC15,000$168.0K0.01%
Secure Asset Management, LLC14,478$162.0K0.07%
EP Wealth Advisors, LLC14,182$159.0K0.00%
Private Trust Co NA13,908$156.0K0.02%
Ascension Capital Advisors, Inc.13,060$146.0K0.12%
Smart Portfolios, LLC12,500$140.0K0.22%
Peterson Wealth Advisors, LLC12,416$139.0K0.04%
Capital Investment Advisory Services, LLC12,267$137.0K0.01%
ICA Group Wealth Management, LLC11,223$133.0K0.03%
Cumberland Advisors Inc11,727$131.0K0.03%
Integrated Advisors Network LLC11,670$131.0K0.01%
Round Table Services, LLC11,416$128.0K0.02%
Perigon Wealth Management, LLC10,964$123.0K0.01%
PCG Wealth Advisors, LLC10,986$123.0K0.08%
Country Club Bank10,543$122.0K0.01%
Shepherd Financial Partners LLC10,700$120.0K0.02%
Ashton Thomas Private Wealth, LLC10,653$119.2K0.01%
O'Brien Greene & Co. Inc10,668$119.0K0.04%
EPG Wealth Management LLC10,595$119.0K0.04%
Arkadios Wealth Advisors10,323$116.0K0.02%
Gofen & Glossberg LLC10,051$112.0K0.00%
S. R. Schill & Associates10,000$112.0K0.05%
Stonegate Investment Group, LLC10,015$112.0K0.00%
GHP Investment Advisors, Inc.9,600$107.0K0.01%
Curi Capital9,500$106.0K0.02%
FNY Investment Advisers, LLC6,000$67.0K0.06%
Interactive Financial Advisors5,916$66.0K0.03%
Oliver Lagore Vanvalin Investment Group5,750$64.0K0.04%
Beacon Capital Management, LLC5,700$64.0K0.02%
Tompkins Financial Corp5,500$62.0K0.01%
MCF Advisors LLC4,900$55.0K0.01%
Carl Stuart Investment Advisor, Inc2,411$27.0K0.02%
Mechanics Financial Corp2,000$20.0K0.01%
Westside Investment Management, Inc.1,500$16.0K0.00%
Dixon Hughes Goodman Wealth Advisors LLC1,051$12.0K0.00%
DeDora Capital, Inc.1,010$11.0K0.00%
Mach-1 Financial Group, Inc.470$5.00K0.00%
Motco384$4.00K0.00%
Tortoise Investment Management, LLC325$4.00K0.00%
Heritage Wealth Management, LLC300$3.00K0.00%
HN Saltoro Capital, LP145,000$00.00%

Sold out (58)

Institutions that held Energy Transfer LP at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of ET in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Zimmer Partners, LP2,231,133$18.4M
CMT Capital Markets Trading GmbH1,433,394$11.8M
Teacher Retirement System of Texas379,619$3.12M
HRT Financial LP352,327$2.90M
Advisors Asset Management, Inc.323,205$2.66M
Prescott Group Capital Management, L.L.C.300,000$2.47M
UBS Oconnor LLC230,000$1.89M
Eagle Strategies LLC185,253$1.52M
Prelude Capital Management, LLC150,000$1.24M
Youngs Advisory Group, Inc.121,702$1.00M
Websterrogers Financial Advisors, LLC120,000$988.0K
Ballentine Partners, LLC103,752$854.0K
NuWave Investment Management, LLC97,041$799.0K
PEAK6 Investments LLC89,444$736.0K
Aviance Capital Partners, LLC83,600$688.0K
Clal Insurance Enterprises Holdings Ltd70,000$576.0K
Miracle Mile Advisors, LLC62,880$518.0K
SG3 Management, LLC47,500$391.0K
Adell Harriman & Carpenter Inc34,441$283.4K
Kalos Management, Inc.23,284$234.0K
S.C. Financial Services, Inc.22,060$208.0K
Neo Ivy Capital Management22,200$183.0K
Telemus Capital, LLC21,492$177.0K
Acadian Asset Management LLC20,317$167.0K
Capital One Financial Corp20,057$165.0K
IronBridge Private Wealth, LLC17,242$142.0K
Good Life Advisors, LLC16,764$138.0K
Cadent Capital Advisors, LLC16,099$132.0K
GFS Advisors, LLC15,000$123.0K
Chilton Capital Management LLC14,716$121.0K
AlphaCore Capital LLC13,906$114.0K
Alhambra Investment Partners LLC13,876$114.0K
Grassi Investment Management11,936$98.0K
Balentine LLC11,842$97.0K
McMillion Capital Management Inc11,250$93.0K
Richard P Slaughter Associates Inc10,500$86.0K
Cohanzick Management, LLC10,000$82.3K
Confluence Wealth Services, Inc.9,712$79.0K
Amplius Wealth Advisors, LLC9,359$77.0K
Wagner Wealth Management, LLC7,292$60.0K
Eagle Bay Advisors LLC7,300$60.0K
Itau Unibanco Holding S.A.4,922$40.0K
Total Clarity Wealth Management, Inc.3,382$28.0K
CoreCap Advisors, LLC3,067$25.0K
Rinkey Investments2,176$20.0K
MBM Wealth Consultants, LLC2,196$18.0K
Delta Asset Management LLC2,056$17.0K
HC Financial Advisors Inc2,000$16.0K
Signet Financial Management, LLC1,000$8.00K
TD Capital Management LLC900$7.00K
Carroll Investors, Inc960$7.00K
Level Financial Advisors, Inc.493$4.00K
Snowden Capital Advisors LLC600$4.00K
NewSquare Capital LLC200$2.00K
West Paces Advisors Inc.169$1.39K
Carolinas Wealth Consulting LLC114$1.00K
Widmann Financial Services, Inc.184$1.00K
Steward Financial Group LLC52$0

Not filed for Q1 2022 yet (8)

Institutions that held Energy Transfer LP at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Harbour Investments, Inc.97,740$804.0K
NEXT Financial Group, Inc52,551$432.0K
Mosaic Family Wealth, LLC27,925$230.0K
Carroll Financial Associates, Inc.19,122$158.0K
Paradigm Financial Advisors, LLC12,800$105.0K
Quest Capital Management Inc10,692$88.0K
Country Club Trust Company, n.a.10,543$86.0K
Reilly Financial Advisors, LLC1,363$11.0K