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
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
- 931
- +37 vs. Q4 2022
- Shares held
- 1.10B
- −57.4M (−5.0%) vs. Q4 2022
- Total value
- $13.8B
- +$77.3M (+0.6%) vs. Q4 2022
- New holders
- 93
- 382 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 | 1,303 | $21.1B |
| Q1 2026 | 1,303 | $20.9B |
| Q4 2025 | 1,261 | $16.9B |
| Q3 2025 | 1,225 | $17.9B |
| Q2 2025 | 1,234 | $19.6B |
| Q1 2025 | 1,214 | $20.5B |
| Q4 2024 | 1,205 | $22.4B |
| Q3 2024 | 1,099 | $18.1B |
| Q2 2024 | 1,080 | $18.2B |
| Q1 2024 | 1,058 | $17.7B |
| Q4 2023 | 1,055 | $15.8B |
| Q3 2023 | 964 | $15.1B |
| Q2 2023 | 954 | $13.7B |
| Q1 2023 | 931 | $13.8B |
| Q4 2022 | 914 | $13.7B |
| Q3 2022 | 853 | $13.0B |
| Q2 2022 | 844 | $12.0B |
| Q1 2022 | 828 | $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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 18,904 | $235.7K | 0.10% | −2,710−12.5% | Reduced |
| Mayflower Financial Advisors, LLC | 18,901 | $235.7K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 18,835 | $234.9K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18,747 | $233.8K | 0.01% | −3,000−13.8% | Reduced |
| Gladstone Institutional Advisory LLC | 18,504 | $230.7K | 0.01% | +85+0.5% | Added |
| Dudley Capital Management, LLC | 18,447 | $230.0K | 0.16% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 18,431 | $229.8K | 0.14% | −777−4.0% | Reduced |
| Bogart Wealth, LLC | 18,405 | $229.5K | 0.02% | +1,108+6.4% | Added |
| Opus Capital Group, LLC | 18,399 | $229.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 19,144 | $227.2K | 0.06% | 00.0% | Unchanged |
| Mark Stevens | 18,051 | $225.1K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,045 | $225.0K | 0.01% | −128−0.7% | Reduced |
| Brave Asset Management Inc | 18,000 | $224.5K | 0.07% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 17,975 | $224.1K | 0.05% | +412+2.3% | Added |
| Romano Brothers and Company | 17,862 | $222.7K | 0.03% | −2,000−10.1% | Reduced |
| RiverGlades Family Offices LLC | 17,850 | $222.6K | 0.20% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 17,836 | $222.4K | 0.08% | −2,671−13.0% | Reduced |
| Kennedy Investment Group | 17,820 | $222.2K | 0.14% | +388+2.2% | Added |
| Bryn Mawr Trust Co | 17,765 | $222.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 17,739 | $221.0K | 0.15% | −2,831−13.8% | Reduced |
| Antonetti Capital Management LLC | 17,605 | $219.5K | 0.32% | +2,748+18.5% | Added |
| Centaurus Financial, Inc. | 17,559 | $219.0K | 0.02% | −600−3.3% | Reduced |
| RiverTree Advisors, LLC | 17,500 | $218.2K | 0.16% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 17,500 | $218.2K | 0.13% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 17,354 | $216.4K | 0.05% | +17,354 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,282 | $215.5K | 0.01% | +29+0.2% | Added |
| Synovus Financial Corp | 17,251 | $215.1K | 0.00% | +117+0.7% | Added |
| Laidlaw Wealth Management LLC | 17,232 | $214.9K | 0.04% | +17,232 | New |
| Foster Victor Wealth Advisors, LLC | 16,833 | $214.6K | 0.03% | +481+2.9% | Added |
| Resources Investment Advisors, LLC. | 17,168 | $214.1K | 0.01% | +109+0.6% | Added |
| Grey Fox Wealth Advisors, LLC | 17,097 | $213.2K | 0.13% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 17,120 | $213.0K | 0.02% | 00.0% | Unchanged |
| Leisure Capital Management | 17,000 | $212.0K | 0.12% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 16,908 | $210.8K | 0.06% | +4,497+36.2% | Added |
| Strategic Financial Concepts, LLC | 16,855 | $210.2K | 0.08% | +16,855 | New |
| Peapack Gladstone Financial Corp | 16,848 | $210.0K | 0.00% | −116−0.7% | Reduced |
| Parallel Advisors, LLC | 16,795 | $209.4K | 0.01% | +10,497+166.7% | Added |
| Jaffetilchin Investment Partners, LLC | 16,663 | $207.8K | 0.02% | +3,935+30.9% | Added |
| Prime Capital Investment Advisors, LLC | 16,653 | $207.7K | 0.01% | −18,067−52.0% | Reduced |
| Retirement Investment Advisors, Inc. | 16,618 | $207.2K | 0.04% | −2,356−12.4% | Reduced |
| King Luther Capital Management Corp | 16,606 | $207.1K | 0.00% | +941+6.0% | Added |
| Kavar Capital Partners Group, LLC | 16,600 | $207.0K | 0.04% | −1,000−5.7% | Reduced |
| WNY Asset Management, LLC | 16,557 | $206.5K | 0.05% | −1,000−5.7% | Reduced |
| TD Waterhouse Canada Inc. | 15,950 | $206.3K | 0.00% | +13,750+625.0% | Added |
| Thoroughbred Financial Services, LLC | 16,584 | $206.0K | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 16,433 | $204.9K | 0.02% | −119−0.7% | Reduced |
| Arrow Investment Advisors, LLC | 16,350 | $203.9K | 0.15% | −253−1.5% | Reduced |
| Prosperity Financial Group, Inc. | 16,300 | $203.3K | 0.21% | +700+4.5% | Added |
| Burney Co | 16,246 | $202.6K | 0.01% | +16,246 | New |
| Future Financial Wealth Managment LLC | 15,787 | $202.4K | 0.22% | +111+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 16,200 | $202.0K | 0.15% | +800+5.2% | Added |
| Rehmann Capital Advisory Group | 16,104 | $200.8K | 0.02% | −109−0.7% | Reduced |
| Larson Financial Group LLC | 16,067 | $200.4K | 0.02% | −810−4.8% | Reduced |
| Consilium Wealth Advisory, LLC | 16,000 | $199.5K | 0.17% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,980 | $199.3K | 0.02% | −785−4.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 15,979 | $198.8K | 0.20% | +15,979 | New |
| Amplius Wealth Advisors, LLC | 15,871 | $197.9K | 0.03% | −270−1.7% | Reduced |
| SkyOak Wealth, LLC | 15,790 | $196.9K | 0.06% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 15,599 | $194.5K | 0.02% | −45,000−74.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 15,540 | $193.8K | 0.06% | +15,540 | New |
| Journey Strategic Wealth LLC | 15,450 | $192.7K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 14,945 | $192.5K | 0.06% | −2,500−14.3% | Reduced |
| Wesbanco Bank Inc | 15,418 | $192.0K | 0.01% | +1,413+10.1% | Added |
| First PREMIER Bank | 15,288 | $191.0K | 0.06% | 00.0% | Unchanged |
| Wade G W & Inc | 15,334 | $191.0K | 0.01% | +1,331+9.5% | Added |
| Good Life Advisors, LLC | 15,306 | $190.9K | 0.02% | +2,744+21.8% | Added |
| Perennial Investment Advisors, LLC | 15,170 | $189.2K | 0.04% | +26+0.2% | Added |
| Arq Wealth Advisors, LLC | 15,105 | $188.4K | 0.14% | 00.0% | Unchanged |
| Nwam LLC | 15,071 | $187.9K | 0.02% | +361+2.5% | Added |
| Invst, LLC | 14,684 | $187.8K | 0.03% | −698−4.5% | Reduced |
| Zazove Associates LLC | 15,000 | $187.0K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 14,926 | $186.1K | 0.03% | +3,041+25.6% | Added |
| Merit Financial Group, LLC | 14,786 | $184.4K | 0.01% | −23,412−61.3% | Reduced |
| SRS Capital Advisors, Inc. | 14,711 | $183.5K | 0.02% | −48−0.3% | Reduced |
| RSM US Wealth Management LLC | 14,693 | $183.2K | 0.01% | +14,693 | New |
| Conservest Capital Advisors, Inc. | 14,679 | $183.0K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 14,625 | $182.4K | 0.00% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 14,600 | $182.1K | 0.07% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 14,561 | $181.6K | 0.12% | −4,840−24.9% | Reduced |
| Integrated Advisors Network LLC | 14,552 | $181.5K | 0.01% | −64−0.4% | Reduced |
| Hollow Brook Wealth Management LLC | 14,470 | $180.4K | 0.09% | +14,470 | New |
| Daymark Wealth Partners, LLC | 14,467 | $180.4K | 0.02% | +1,998+16.0% | Added |
| Focus Financial Network, Inc. | 14,438 | $180.0K | 0.01% | +1,154+8.7% | Added |
| Lion Street Advisors, LLC | 14,364 | $179.1K | 0.06% | +14,364 | New |
| Johnson Midwest Financial, LLC | 14,254 | $177.7K | 0.26% | +9+0.1% | Added |
| Capital Investment Advisory Services, LLC | 14,248 | $177.7K | 0.02% | +2,649+22.8% | Added |
| CFO4Life Group, LLC | 14,100 | $175.8K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,941 | $173.8K | 0.02% | −9,161−39.7% | Reduced |
| Hemington Wealth Management | 13,952 | $173.0K | 0.07% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 13,872 | $173.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 13,783 | $171.9K | 0.02% | +195+1.4% | Added |
| Mill Creek Capital Advisors, LLC | 13,767 | $171.7K | 0.01% | −842−5.8% | Reduced |
| State of Wyoming | 13,680 | $170.6K | 0.05% | +13,680 | New |
| Viawealth, LLC | 13,658 | $170.3K | 0.13% | +49+0.4% | Added |
| Smithfield Trust Co | 13,731 | $170.0K | 0.01% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 13,540 | $168.8K | 0.09% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 13,489 | $168.2K | 0.05% | +13,489 | New |
| Clifford Swan Investment Counsel LLC | 13,463 | $167.9K | 0.01% | +80+0.6% | Added |
| HM Payson & Co | 13,442 | $167.6K | 0.00% | −20,062−59.9% | Reduced |
| Fairfield, Bush & Co. | 13,347 | $166.4K | 0.06% | −636−4.5% | Reduced |