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 2023 vs. Q1 2023

How the institutions holding Energy Transfer LP changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of ET: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders9317954+30
Shares1.10B340.1K1.08B−20.5M (−1.9%)
Value$13.8B$4.26M$13.7B−$77.9M (−0.6%)

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Energy Transfer LP at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to ET in Q2 2023
InstitutionSharesValue% of portfolio
Payden & Rygel789,690$10.0M0.71%
Requisite Capital Management, LLC500,203$6.35M1.61%
TCM Advisors, LLC–$4.64M1.99%
GTS Securities LLC267,838$3.40M0.11%
HRT Financial LP264,410$3.36M0.03%
ML & R Wealth Management LLC175,550$2.23M0.49%
CFM Wealth Partners LLC161,749$2.05M0.50%
Cresset Asset Management, LLC92,229$1.17M0.01%
Royal Fund Management, LLC91,487$1.16M0.16%
Harrell Investment Partners, LLC69,239$879.3K0.30%
Levin Capital Strategies, L.P.58,000$736.6K0.09%
Kestra Advisory Services, LLC57,782$733.8K0.01%
Ellsworth Advisors, LLC48,623$617.5K0.21%
Kingswood Wealth Advisors, LLC47,094$598.1K0.19%
Burns Matteson Capital Management, LLC45,639$579.6K0.36%
Invenio Wealth Partners LLC45,216$574.2K0.65%
Keystone Financial Group32,497$412.7K0.07%
Two Sigma Securities, LLC31,382$398.6K0.03%
Glass Jacobson Investment Advisors llc30,251$384.2K0.18%
Plan Group Financial, LLC30,000$381.0K0.32%
Gratus Capital LLC28,554$362.6K0.03%
Sabal Trust CO27,271$346.3K0.02%
Insigneo Advisory Services, LLC26,181$332.5K0.06%
CoreCap Advisors, LLC22,541$286.3K0.02%
Founders Financial Alliance, LLC22,017$279.6K0.11%
Savant Capital, LLC21,835$277.3K0.00%
Asset Allocation Strategies LLC20,629$262.0K0.12%
Baird Financial Group, Inc.20,000$254.0K0.00%
One Charles Private Wealth Services, LLC20,000$254.0K0.15%
Atlas Private Wealth Advisors19,819$251.7K0.05%
White Pine Capital LLC19,375$246.1K0.09%
Gsa Capital Partners LLP18,924$240.0K0.02%
Cadent Capital Advisors, LLC17,517$222.5K0.14%
Security National Bank of Sioux City Iowa17,300$219.7K0.17%
Allspring Global Investments Holdings, LLC16,700$212.1K0.00%
Gray Wealth Management Inc.16,333$207.4K0.10%
Sym Financial Corp16,300$207.0K0.04%
Rossmore Private Capital16,000$203.2K0.03%
Walled Lake Planning & Wealth Management, LLC15,976$202.9K0.10%
Summit Trail Advisors, LLC15,258$193.8K0.01%
Empower Advisory Group, LLC14,712$186.8K0.00%
Evoke Wealth, LLC14,617$185.6K0.01%
Marco Investment Management LLC14,025$178.1K0.02%
Mattern Capital Management, LLC13,894$176.5K0.03%
Probity Advisors, Inc.13,758$174.7K0.04%
Resonant Capital Advisors, LLC13,180$167.4K0.02%
Modera Wealth Management, LLC12,439$158.0K0.00%
David Loasby11,285$144.4K0.02%
We Are One Seven, LLC11,299$143.5K0.01%
Bramshill Investments, LLC11,214$142.4K0.01%
Pettinga Financial Advisors, LLC11,035$140.1K0.04%
Goodwin Daniel L11,000$139.7K0.07%
Cooper Financial Group10,600$134.6K0.03%
Steel Peak Wealth Management LLC10,271$130.4K0.01%
Diversified Trust Co10,268$130.4K0.00%
Forum Financial Management, LP10,238$130.0K0.00%
Jmac Enterprises LLC10,218$129.8K0.03%
Vista Investment Management10,200$129.5K0.07%
WPWealth LLP10,190$129.4K0.06%
United Asset Strategies, Inc.10,149$128.9K0.02%
Counterpoint Mutual Funds LLC9,627$122.3K0.11%
Headlands Technologies LLC8,220$104.4K0.03%
CoreCommodity Management, LLC5,055$64.2K0.02%
Ulland Investment Advisors, LLC4,500$57.0K0.06%
Tyler-Stone Wealth Management3,600$46.0K0.03%
Global Trust Asset Management, LLC2,400$30.5K0.01%
Cherry Tree Wealth Management, LLC2,211$28.1K0.01%
Capital Advisors, Ltd. LLC2,058$26.0K0.00%
Coppell Advisory Solutions LLC1,834$23.4K0.01%
Colonial Trust Co1,692$21.5K0.01%
Addison Advisors LLC1,280$16.3K0.01%
Asset Dedication, LLC1,000$13.0K0.00%
Independence Bank of Kentucky747$9.49K0.00%
Raleigh Capital Management Inc.670$8.51K0.00%
Fiduciary Alliance LLC452$5.74K0.00%
PrairieView Partners, LLC400$5.00K0.00%
Vigilant Capital Management, LLC200$3.00K0.00%
Mendota Financial Group, LLC42$5340.00%
NVWM, LLC15$1910.00%

Sold out (49)

Institutions that held Energy Transfer LP at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of ET in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Miller Value Partners, LLC4,951,231$61.7M
Merewether Investment Management, LP664,197$8.28M
Advisor Resource Council216,643$2.72M
Verger Capital Management LLC110,000$1.37M
Marex Group plc109,400$1.36M
XTX Topco Ltd72,179$900.1K
Gagnon Securities LLC53,445$666.5K
Banco Santander, S.A.46,193$576.0K
Summit Wealth & Retirement Planning, Inc.34,421$429.2K
IMC-Chicago, LLC34,271$427.4K
Toronto Dominion Bank32,041$399.0K
Gill Capital Partners, LLC31,957$398.5K
Rollins Financial31,590$393.9K
SWS Partners29,524$368.2K
West Michigan Advisors, LLC29,399$366.6K
Axxcess Wealth Management, LLC27,425$342.0K
Thrivent Financial for Lutherans23,573$294.0K
Proficio Capital Partners LLC20,030$249.8K
Noesis Capital Mangement Corp19,760$246.0K
WNY Asset Management, LLC16,557$206.5K
Arq Wealth Advisors, LLC15,105$188.4K
Nwam LLC15,071$187.9K
Tectonic Advisors LLC14,926$186.1K
Aviance Capital Partners, LLC13,230$165.0K
PBMares Wealth Management LLC12,472$155.5K
Sterneck Capital Management, LLC11,960$149.1K
Madden Securities Corp11,602$144.7K
Delap Wealth Advisory, LLC11,380$141.9K
Callan Capital, LLC11,246$140.2K
PCG Wealth Advisors, LLC10,986$137.0K
Global Assets Advisory, LLC10,490$135.4K
Waldron Private Wealth LLC10,810$134.8K
Cypress Wealth Services, LLC10,781$134.4K
Oliver Luxxe Assets LLC10,200$127.2K
Ronald Blue Trust, Inc.10,740$127.0K
BKD Wealth Advisors, LLC10,020$124.9K
New Hampshire Trust6,243$77.8K
TCI Wealth Advisors, Inc.3,093$38.6K
Accel Wealth Management1,866$23.3K
Steward Financial Group LLC1,613$20.0K
Caption Management, LLC1,300$16.2K
Benjamin Edwards Inc1,000$12.0K
Hillsdale Investment Management Inc.925$11.5K
Cornerstone Management, Inc.789$9.84K
Coston, McIsaac & Partners200$2.00K
Rise Advisors, LLC112$1.40K
Farmers & Merchants Trust Co of Chambersburg PA100$1.00K
Cambridge Trust Co48$599
Sofos Investments, Inc.12$184

Not filed for Q2 2023 yet (7)

Institutions that held Energy Transfer LP at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
HighTower Trust Services, LTA121,518$1.53M
Avalon Investment & Advisory85,396$1.06M
Parsec Financial Management, Inc.77,339$964.4K
Pathway Financial Advisers, LLC25,409$316.9K
Ahrens Investment Partners LLC19,298$240.6K
Baldrige Asset Management LLC9,600$120.0K
Householder Group Estate & Retirement Specialist, LLC1,526$19.0K