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; 1,304 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
13F holders, Q1 2023
Institutional positions in Energy Transfer LP as of Mar 31, 2023. 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
- 932
- +37 vs. Q4 2022
- Shares held
- 1.10B
- −57.4M (−5.0%) vs. Q4 2022
- Total value
- $13.8B
- +$77.4M (+0.6%) vs. Q4 2022
- New holders
- 93
- 383 more added
- Sold out
- 56
- 235 more reduced
20 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ET 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,304 | $21.1B |
| Q1 2026 | 1,304 | $20.9B |
| Q4 2025 | 1,262 | $16.9B |
| Q3 2025 | 1,226 | $17.9B |
| Q2 2025 | 1,235 | $19.6B |
| Q1 2025 | 1,215 | $20.5B |
| Q4 2024 | 1,206 | $22.4B |
| Q3 2024 | 1,100 | $18.1B |
| Q2 2024 | 1,081 | $18.2B |
| Q1 2024 | 1,059 | $17.7B |
| Q4 2023 | 1,056 | $15.8B |
| Q3 2023 | 965 | $15.1B |
| Q2 2023 | 955 | $13.7B |
| Q1 2023 | 932 | $13.8B |
| Q4 2022 | 915 | $13.7B |
| Q3 2022 | 854 | $13.0B |
| Q2 2022 | 845 | $12.0B |
| Q1 2022 | 829 | $13.6B |
| Q4 2021 | 811 | $9.66B |
| Q3 2021 | 773 | $9.79B |
| Q2 2021 | 752 | $10.8B |
| Q1 2021 | 738 | $7.83B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 12 | $184 | 0.01% | +12 | New |
| Cambridge Trust Co | 48 | $599 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 48 | $601 | 0.00% | +2+4.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 80 | $1.03K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 100 | $1.25K | 0.00% | −78,800−99.9% | Reduced |
| Crewe Advisors LLC | 102 | $1.27K | 0.00% | +2+2.0% | Added |
| NewSquare Capital LLC | 110 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 112 | $1.40K | 0.00% | +2+1.8% | Added |
| Clearstead Advisors, LLC | 150 | $1.87K | 0.00% | +150 | New |
| Penserra Capital Management LLC | 168 | $2.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 192 | $2.00K | 0.00% | +192 | New |
| Coston, McIsaac & Partners | 200 | $2.00K | 0.00% | +200 | New |
| Eukles Asset Management | 172 | $2.15K | 0.00% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 14,236 | $2.29K | 0.02% | +234+1.7% | Added |
| Atwood & Palmer Inc | 223 | $2.78K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 271 | $3.00K | 0.00% | −910−77.1% | Reduced |
| Richard W. Paul & Associates, LLC | 254 | $3.17K | 0.00% | −10−3.8% | Reduced |
| Chesapeake Asset Management LLC | 267 | $3.33K | 0.00% | +267 | New |
| Piershale Financial Group, Inc. | 288 | $3.59K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 324 | $4.04K | 0.00% | −582−64.2% | Reduced |
| Farther Finance Advisors, LLC | 326 | $4.07K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 384 | $4.79K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $4.99K | 0.00% | +400 | New |
| Centerpoint Advisors, LLC | 384 | $5.00K | 0.00% | +384 | New |
| FSC Wealth Advisors, LLC | 415 | $5.17K | 0.01% | +415 | New |
| Financial Synergies Wealth Advisors, Inc. | 477 | $5.94K | 0.00% | +477 | New |
| Park Place Capital Corp | 485 | $6.05K | 0.00% | −155−24.2% | Reduced |
| Cedar Mountain Advisors, LLC | 505 | $6.30K | 0.00% | +11+2.2% | Added |
| Annapolis Financial Services, LLC | 513 | $6.40K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 571 | $7.12K | 0.01% | +13+2.3% | Added |
| AlphaCore Capital LLC | 603 | $7.52K | 0.00% | +603 | New |
| Hoese & Co LLP | 600 | $7.60K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 650 | $8.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 661 | $8.24K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 680 | $8.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 695 | $8.67K | 0.00% | 00.0% | Unchanged |
| American National Bank | 705 | $8.79K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 718 | $8.96K | 0.00% | +718 | New |
| Toth Financial Advisory Corp | 786 | $9.80K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 789 | $9.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 852 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 925 | $11.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 930 | $11.6K | 0.01% | +506+119.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 960 | $12.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 994 | $12.4K | 0.00% | +23+2.4% | Added |
| DB Wealth Management Group, LLC | 1,000 | $12.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $12.5K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,010 | $12.6K | 0.00% | +1,010 | New |
| Carolinas Wealth Consulting LLC | 1,023 | $12.8K | 0.00% | +1,023 | New |
| Islay Capital Management, LLC | 1,024 | $12.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,075 | $13.4K | 0.00% | +1,075 | New |
| Stonebridge Capital Advisors LLC | 1,122 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,183 | $14.0K | 0.01% | +27+2.3% | Added |
| Sutton Wealth Advisors Inc. | 1,126 | $14.0K | 0.01% | +1,126 | New |
| Boyd Watterson Asset Management LLC | 1,129 | $14.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,216 | $15.2K | 0.00% | +28+2.4% | Added |
| Caption Management, LLC | 1,300 | $16.2K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1,399 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,400 | $17.5K | 0.01% | +1,400 | New |
| AdvisorNet Financial, Inc | 1,452 | $18.1K | 0.00% | −1,517−51.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,526 | $19.0K | 0.01% | +8+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 1,568 | $19.6K | 0.00% | +35+2.3% | Added |
| Steward Financial Group LLC | 1,613 | $20.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,728 | $21.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,756 | $21.9K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1,792 | $22.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,800 | $22.4K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 1,866 | $23.3K | 0.01% | −77−4.0% | Reduced |
| Pacific Center for Financial Services | 1,920 | $23.9K | 0.01% | +1,920 | New |
| Hanson & Doremus Investment Management | 1,952 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $24.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2,000 | $24.9K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,000 | $24.9K | 0.02% | +2,000 | New |
| VitalStone Financial, LLC | 3,000 | $25.0K | 0.02% | +1,500+100.0% | Added |
| Financial Freedom, LLC | 2,006 | $25.0K | 0.02% | +46+2.3% | Added |
| Tucker Asset Management LLC | 2,028 | $25.3K | 0.01% | +1,428+238.0% | Added |
| Strategic Investment Solutions, Inc. | 2,045 | $25.5K | 0.00% | +2,045 | New |
| Community Bank, N.A. | 2,090 | $26.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,136 | $26.6K | 0.01% | +5+0.2% | Added |
| Focused Wealth Management, Inc | 2,168 | $27.0K | 0.01% | −9,990−82.2% | Reduced |
| Activest Wealth Management | 2,173 | $27.1K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,256 | $28.1K | 0.00% | +50+2.3% | Added |
| Gradient Investments LLC | 2,277 | $28.4K | 0.00% | +199+9.6% | Added |
| Beacon Capital Management, LLC | 2,300 | $28.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,400 | $29.9K | 0.00% | +2,400 | New |
| Byrne Asset Management LLC | 2,400 | $30.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,500 | $31.2K | 0.00% | −10,433−80.7% | Reduced |
| Motco | 2,500 | $31.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,500 | $31.2K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 2,706 | $33.7K | 0.04% | +2,456+982.4% | Added |
| Kozak & Associates, Inc. | 2,713 | $33.8K | 0.02% | +2,713 | New |
| S.A. Mason LLC | 2,873 | $35.8K | 0.03% | 00.0% | Unchanged |
| Trust Co | 2,930 | $36.5K | 0.01% | +2,930 | New |
| HBC Financial Services, PLLC | 3,000 | $38.0K | 0.03% | +3,000 | New |