Skip to main content
Livermore
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; 1,304 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, Q2 2023

Institutional positions in Energy Transfer LP as of Jun 30, 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
955
+30 vs. Q1 2023
Shares held
1.08B
−20.5M (−1.9%) vs. Q1 2023
Total value
$13.7B
−$77.9M (−0.6%) vs. Q1 2023
New holders
79
378 more added
Sold out
49
245 more reduced

7 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 955 institutions
Q1 2021: 738 institutionsQ2 2021: 752 institutionsQ3 2021: 773 institutionsQ4 2021: 811 institutionsQ1 2022: 829 institutionsQ2 2022: 845 institutionsQ3 2022: 854 institutionsQ4 2022: 915 institutionsQ1 2023: 932 institutionsQ2 2023: 955 institutionsQ3 2023: 965 institutionsQ4 2023: 1,056 institutionsQ1 2024: 1,059 institutionsQ2 2024: 1,081 institutionsQ3 2024: 1,100 institutionsQ4 2024: 1,206 institutionsQ1 2025: 1,215 institutionsQ2 2025: 1,235 institutionsQ3 2025: 1,226 institutionsQ4 2025: 1,262 institutionsQ1 2026: 1,304 institutionsQ2 2026: 1,304 institutions
Value heldQ2 2023: $13.7B
Q1 2021: $7.83BQ2 2021: $10.8BQ3 2021: $9.79BQ4 2021: $9.66BQ1 2022: $13.6BQ2 2022: $12.0BQ3 2022: $13.0BQ4 2022: $13.7BQ1 2023: $13.8BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $15.8BQ1 2024: $17.7BQ2 2024: $18.2BQ3 2024: $18.1BQ4 2024: $22.4BQ1 2025: $20.5BQ2 2025: $19.6BQ3 2025: $17.9BQ4 2025: $16.9BQ1 2026: $20.9BQ2 2026: $21.1B
Institutions holding ET and their total value by quarter
QuarterHoldersValue
Q2 20261,304$21.1B
Q1 20261,304$20.9B
Q4 20251,262$16.9B
Q3 20251,226$17.9B
Q2 20251,235$19.6B
Q1 20251,215$20.5B
Q4 20241,206$22.4B
Q3 20241,100$18.1B
Q2 20241,081$18.2B
Q1 20241,059$17.7B
Q4 20231,056$15.8B
Q3 2023965$15.1B
Q2 2023955$13.7B
Q1 2023932$13.8B
Q4 2022915$13.7B
Q3 2022854$13.0B
Q2 2022845$12.0B
Q1 2022829$13.6B
Q4 2021811$9.66B
Q3 2021773$9.79B
Q2 2021752$10.8B
Q1 2021738$7.83B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q1 2023.

Institutions holding ET in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
TRUE Private Wealth Advisors11,975$152.1K0.02%+1,004+9.2%Added
Wealthsource Partners, LLC12,126$154.0K0.01%+225+1.9%Added
Busey Wealth Management12,177$154.6K0.01%−560−4.4%Reduced
Warther Private Wealth, LLC12,200$154.9K0.11%00.0%Unchanged
Ellis Investment Partners, LLC12,224$155.2K0.04%+235+2.0%Added
Marcum Wealth, LLC12,235$155.4K0.02%+208+1.7%Added
Ascension Capital Advisors, Inc.12,250$155.6K0.10%00.0%Unchanged
Arrow Investment Advisors, LLC12,289$156.1K0.12%−4,061−24.8%Reduced
Prosperity Financial Group, Inc.12,300$156.2K0.14%−4,000−24.5%Reduced
Modera Wealth Management, LLC12,439$158.0K0.00%+12,439New
Hollencrest Capital Management12,485$158.6K0.02%+888+7.7%Added
Woodstock Corp12,500$158.8K0.02%00.0%Unchanged
Cullinan Associates Inc12,520$159.0K0.01%00.0%Unchanged
Private Trust Co NA12,544$159.3K0.02%00.0%Unchanged
Naviter Wealth, LLC12,609$160.1K0.04%00.0%Unchanged
Magnus Financial Group LLC12,675$161.0K0.02%+74+0.6%Added
Cutler Group LP12,816$162.0K0.04%−48,277−79.0%Reduced
Hancock Whitney Corp12,720$162.0K0.01%––
Financial Counselors Inc12,787$162.0K0.00%+78+0.6%Added
Total Clarity Wealth Management, Inc.12,785$162.4K0.08%+1,049+8.9%Added
Freestone Capital Holdings, LLC12,800$162.6K0.01%+182+1.4%Added
Core Wealth Partners LLC12,835$163.0K0.15%+2,546+24.7%Added
Chilton Capital Management LLC12,949$164.5K0.01%00.0%Unchanged
Ruggaard & Associates LLC12,987$164.9K0.10%00.0%Unchanged
Westwood Wealth Management13,000$165.1K0.12%00.0%Unchanged
Acadian Asset Management LLC13,198$166.0K0.00%+8,552+184.1%Added
Country Club Bank13,043$166.6K0.01%+1,706+15.0%Added
Parkside Financial Bank & Trust13,176$167.3K0.04%−98−0.7%Reduced
Resonant Capital Advisors, LLC13,180$167.4K0.02%+13,180New
Clifford Swan Investment Counsel LLC13,263$168.4K0.01%−200−1.5%Reduced
Easterly Investment Partners LLC13,279$168.6K0.02%00.0%Unchanged
Fairfield, Bush & Co.13,404$170.2K0.05%+57+0.4%Added
HM Payson & Co13,442$170.7K0.00%00.0%Unchanged
Invst, LLC13,539$171.9K0.02%−1,145−7.8%Reduced
Helen Stephens Group, LLC13,540$172.0K0.09%00.0%Unchanged
Concord Wealth Partners13,560$172.2K0.04%+6,933+104.6%Added
Waterloo Capital, L.P.13,560$172.2K0.05%+71+0.5%Added
First National Trust Co13,695$173.9K0.01%+500+3.8%Added
Marathon Trading Investment Management LLC13,700$174.0K0.11%+13,600+13,600.0%Added
Smithfield Trust Co13,731$174.0K0.01%00.0%Unchanged
Viawealth, LLC13,708$174.1K0.13%+50+0.4%Added
Probity Advisors, Inc.13,758$174.7K0.04%+13,758New
Mill Creek Capital Advisors, LLC13,767$174.8K0.01%00.0%Unchanged
Verdence Capital Advisors LLC13,800$175.3K0.02%+17+0.1%Added
Brandywine Oak Private Wealth LLC13,872$176.2K0.02%00.0%Unchanged
Mattern Capital Management, LLC13,894$176.5K0.03%+13,894New
Hemington Wealth Management13,952$177.0K0.07%00.0%Unchanged
Marco Investment Management LLC14,025$178.1K0.02%+14,025New
CFO4Life Group, LLC14,105$179.1K0.04%+50.0%Added
Johnson Midwest Financial, LLC14,127$179.4K0.16%−127−0.9%Reduced
Wade G W & Inc14,150$180.0K0.01%−1,184−7.7%Reduced
Register Financial Advisors LLC14,208$180.4K0.13%+1,541+12.2%Added
Lion Street Advisors, LLC19,278$183.3K0.06%+4,914+34.2%Added
Hollow Brook Wealth Management LLC14,470$183.8K0.08%00.0%Unchanged
Carl Stuart Investment Advisor, Inc14,487$184.0K0.14%+251+1.8%Added
Silverleafe Capital Partners, LLC14,561$184.9K0.11%00.0%Unchanged
Whalerock Point Partners, LLC14,600$185.4K0.06%00.0%Unchanged
Evoke Wealth, LLC14,617$185.6K0.01%+14,617New
Empower Advisory Group, LLC14,712$186.8K0.00%+14,712New
Focus Financial Network, Inc.14,724$187.0K0.01%+286+2.0%Added
Larson Financial Group LLC14,958$190.0K0.02%−1,109−6.9%Reduced
Zazove Associates LLC15,000$190.0K0.02%00.0%Unchanged
RSM US Wealth Management LLC15,093$191.7K0.01%+400+2.7%Added
Vivaldi Asset Management, LLC15,117$192.0K0.01%+4,824+46.9%Added
Tiaa, FSB15,256$193.8K0.00%+2,956+24.0%Added
Summit Trail Advisors, LLC15,258$193.8K0.01%+15,258New
Resources Investment Advisors, LLC.15,290$194.2K0.00%−1,878−10.9%Reduced
Perennial Investment Advisors, LLC15,293$194.2K0.03%+123+0.8%Added
First PREMIER Bank15,288$195.0K0.06%00.0%Unchanged
Journey Strategic Wealth LLC15,450$196.2K0.01%00.0%Unchanged
Conservest Capital Advisors, Inc.15,484$196.6K0.02%+805+5.5%Added
Regent Peak Wealth Advisors LLC15,540$197.4K0.06%00.0%Unchanged
Oxford Financial Group Ltd15,599$198.1K0.02%00.0%Unchanged
Nalls Sherbakoff Group, LLC16,004$198.4K0.19%+25+0.2%Added
Searle & Co.14,945$198.6K0.06%00.0%Unchanged
Retirement Investment Advisors, Inc.15,716$199.6K0.02%−902−5.4%Reduced
SkyOak Wealth, LLC15,740$199.9K0.06%−50−0.3%Reduced
Amplius Wealth Advisors, LLC15,803$200.7K0.03%−68−0.4%Reduced
Future Financial Wealth Managment LLC15,902$202.0K0.21%+115+0.7%Added
EverSource Wealth Advisors, LLC15,952$202.6K0.02%+2,011+14.4%Added
Walled Lake Planning & Wealth Management, LLC15,976$202.9K0.10%+15,976New
Consilium Wealth Advisory, LLC16,000$203.2K0.14%00.0%Unchanged
Rossmore Private Capital16,000$203.2K0.03%+16,000New
Peapack Gladstone Financial Corp16,048$204.0K0.00%−800−4.7%Reduced
Wesbanco Bank Inc16,118$204.0K0.01%+700+4.5%Added
Mission Wealth Management, LP16,068$204.1K0.01%+5,385+50.4%Added
King Luther Capital Management Corp16,170$205.4K0.00%−436−2.6%Reduced
Merit Financial Group, LLC16,237$206.2K0.01%+1,451+9.8%Added
Burney Co16,246$206.3K0.01%00.0%Unchanged
Sym Financial Corp16,300$207.0K0.04%+16,300New
Gray Wealth Management Inc.16,333$207.4K0.10%+16,333New
HBW Advisory Services LLC16,373$208.0K0.05%−2,521−13.3%Reduced
Chiron Investment Management, LLC16,403$208.3K0.06%+4,619+39.2%Added
Novare Capital Management LLC16,433$208.7K0.02%00.0%Unchanged
Thoroughbred Financial Services, LLC16,584$210.0K0.03%00.0%Unchanged
Capital Investment Advisory Services, LLC16,604$210.9K0.02%+2,356+16.5%Added
Kavar Capital Partners Group, LLC16,700$212.1K0.05%+100+0.6%Added
Allspring Global Investments Holdings, LLC16,700$212.1K0.00%+16,700New
State of Wyoming16,734$212.5K0.06%+3,054+22.3%Added
Bryn Mawr Trust Co16,952$215.0K0.01%−813−4.6%Reduced