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 2024
Institutional positions in Energy Transfer LP as of Mar 31, 2024. 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
- 1,059
- +19 vs. Q4 2023
- Shares held
- 1.13B
- −7.98M (−0.7%) vs. Q4 2023
- Total value
- $17.7B
- +$1.93B (+12.2%) vs. Q4 2023
- New holders
- 86
- 444 more added
- Sold out
- 67
- 261 more reduced
16 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kiely Wealth Advisory Group, Inc. | 38 | $610 | 0.00% | +38 | New |
| Global Assets Advisory, LLC | 12,944 | $825 | 0.04% | +12,944 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Abich Financial Wealth Management LLC | 170 | $2.67K | 0.00% | −8,333−98.0% | Reduced |
| Grove Bank & Trust | 172 | $2.71K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 223 | $3.51K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 258 | $4.00K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 267 | $4.21K | 0.00% | +5+1.9% | Added |
| Truvestments Capital LLC | 272 | $4.27K | 0.00% | +272 | New |
| Chesapeake Asset Management LLC | 292 | $4.60K | 0.00% | +6+2.1% | Added |
| Richard W. Paul & Associates, LLC | 300 | $4.72K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 286 | $5.00K | 0.00% | +19+7.1% | Added |
| SJS Investment Consulting Inc. | 373 | $5.87K | 0.00% | +373 | New |
| Centerpoint Advisors, LLC | 384 | $6.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 384 | $6.04K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 384 | $6.04K | 0.00% | +384 | New |
| Park Place Capital Corp | 485 | $7.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 508 | $7.99K | 0.00% | −1,007−66.5% | Reduced |
| Annapolis Financial Services, LLC | 513 | $8.07K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 516 | $8.12K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 521 | $8.19K | 0.00% | +11+2.2% | Added |
| Cedar Mountain Advisors, LLC | 553 | $8.71K | 0.00% | +11+2.0% | Added |
| Hoese & Co LLP | 600 | $8.78K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 544 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 600 | $9.44K | 0.00% | −1,879−75.8% | Reduced |
| Pineridge Advisors LLC | 607 | $9.55K | 0.00% | +5+0.8% | Added |
| Financial Management Professionals, Inc. | 633 | $10.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 640 | $10.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 680 | $10.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 695 | $10.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 705 | $11.1K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 896 | $11.2K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 850 | $13.0K | 0.01% | −650−43.3% | Reduced |
| JFS Wealth Advisors, LLC | 852 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 885 | $13.9K | 0.01% | +885 | New |
| Tortoise Investment Management, LLC | 900 | $14.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 900 | $14.2K | 0.01% | +900 | New |
| FSA Wealth Management LLC | 1,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,000 | $15.7K | 0.01% | +1,000 | New |
| Provenance Wealth Advisors, LLC | 1,000 | $15.7K | 0.00% | +1,000 | New |
| TD Capital Management LLC | 1,018 | $16.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,024 | $16.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,075 | $16.9K | 0.00% | +1,075 | New |
| Boyd Watterson Asset Management LLC | 1,129 | $17.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,172 | $18.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,188 | $18.7K | 0.01% | +376+46.3% | Added |
| Sandy Spring Bank | 1,200 | $18.9K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,230 | $19.3K | 0.00% | −3,254−72.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,235 | $19.4K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,433 | $19.8K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,266 | $19.9K | 0.02% | +531+72.2% | Added |
| Farther Finance Advisors, LLC | 1,318 | $20.7K | 0.00% | +657+99.4% | Added |
| Financial Connections Group, Inc. | 1,298 | $21.0K | 0.02% | +28+2.2% | Added |
| First Personal Financial Services | 1,399 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,407 | $22.1K | 0.02% | +31+2.3% | Added |
| PFS Partners, LLC | 1,475 | $23.2K | 0.02% | +1,475 | New |
| Sawyer & Company, Inc | 1,500 | $23.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,500 | $23.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,500 | $23.6K | 0.01% | +1,500 | New |
| McIlrath & Eck, LLC | 1,540 | $24.2K | 0.00% | +957+164.2% | Added |
| Colonial Trust Co | 1,567 | $24.6K | 0.00% | +375+31.5% | Added |
| Beacon Capital Management, LLC | 1,579 | $24.8K | 0.01% | −1,221−43.6% | Reduced |
| Continuum Advisory, LLC | 1,610 | $26.1K | 0.00% | +1,610 | New |
| Stone House Investment Management, LLC | 1,664 | $26.2K | 0.01% | +498+42.7% | Added |
| Community Bank, N.A. | 1,700 | $26.7K | 0.00% | −951−35.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,722 | $27.1K | 0.01% | +37+2.2% | Added |
| Delta Asset Management LLC | 1,756 | $27.6K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,768 | $27.8K | 0.01% | +1,768 | New |
| Peoples Financial Services Corp. | 1,792 | $28.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,840 | $28.9K | 0.01% | +1,840 | New |
| Evermay Wealth Management LLC | 1,844 | $29.0K | 0.00% | +500+37.2% | Added |
| Cape Investment Advisory, Inc. | 1,880 | $29.6K | 0.01% | −4,476−70.4% | Reduced |
| Glen Eagle Advisors, LLC | 1,917 | $30.2K | 0.01% | +192+11.1% | Added |
| Pacific Center for Financial Services | 1,920 | $30.2K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,953 | $30.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,952 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,000 | $31.4K | 0.01% | −1,109−35.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,072 | $32.6K | 0.01% | +2,072 | New |
| Financial Freedom, LLC | 2,203 | $34.6K | 0.02% | +48+2.2% | Added |
| Cherry Tree Wealth Management, LLC | 2,211 | $34.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,320 | $37.0K | 0.00% | +22+1.0% | Added |
| HBC Financial Services, PLLC | 2,500 | $38.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,425 | $38.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,558 | $40.0K | 0.01% | +403+18.7% | Added |
| Rise Advisors, LLC | 2,565 | $40.3K | 0.02% | +587+29.7% | Added |
| RE Dickinson Investment Advisors, LLC | 2,626 | $41.0K | 0.03% | +2,626 | New |
| Adirondack Trust Co | 2,900 | $45.6K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 2,909 | $45.8K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,902 | $45.9K | 0.01% | +61+2.1% | Added |
| Fortitude Family Office, LLC | 2,958 | $46.5K | 0.03% | +62+2.1% | Added |
| Essex Investment Management Co LLC | 2,987 | $47.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,032 | $47.7K | 0.01% | +7+0.2% | Added |
| WFA Asset Management Corp | 3,155 | $49.6K | 0.03% | +66+2.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,186 | $50.1K | 0.01% | +3,186 | New |
| Albion Financial Group | 3,199 | $50.3K | 0.00% | +67+2.1% | Added |
| Rational Advisors LLC | 3,238 | $50.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,238 | $50.9K | 0.04% | +59+1.9% | Added |