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 2024 vs. Q1 2024

How the institutions holding Energy Transfer LP changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of ET: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,058161,080+38
Shares1.13B1.60M1.13B−3.59M (−0.3%)
Value$17.7B$25.2M$18.2B+$528.0M (+3.0%)

16 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Energy Transfer LP at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to ET in Q2 2024
InstitutionSharesValue% of portfolio
Mirae Asset Global ETFs Holdings Ltd.17,486,405$283.6M0.68%
Sanctuary Advisors, LLC818,938$13.1M0.09%
Manning & Napier Advisors LLC540,000$8.76M0.10%
Relative Value Partners Group, LLC305,942$4.96M0.64%
RK Capital Management, LLC190,400$3.09M3.23%
Meridian Wealth Management, LLC109,121$1.77M0.21%
Silverlake Wealth Management LLC101,289$1.64M0.67%
F/M Investments LLC77,933$1.26M0.05%
Pensionmark Financial Group, LLC75,321$1.22M0.08%
Platform Technology Partners69,716$1.13M0.39%
West Michigan Advisors, LLC57,917$939.4K0.30%
Two Sigma Securities, LLC56,644$918.8K0.04%
NFC Investments, LLC54,870$890.0K0.26%
GenTrust, LLC49,700$806.1K0.04%
Iams Wealth Management, LLC40,000$648.8K0.36%
Hardy Reed LLC38,420$623.2K0.06%
X-Square Capital, LLC34,549$560.0K0.26%
Lazard Asset Management LLC33,901$549.0K0.00%
Axiom Advisory, LLC34,218$537.7K0.01%
Kovitz Investment Group Partners, LLC32,379$525.2K0.00%
M Holdings Securities, Inc.32,096$521.0K0.07%
Warther Private Wealth, LLC32,000$519.0K0.20%
Procyon Private Wealth Partners, LLC31,601$512.6K0.04%
Diversify Wealth Management, LLC33,015$509.4K0.06%
Cliftonlarsonallen Wealth Advisors, LLC31,231$506.6K0.01%
Horan Securities, Inc.31,004$502.9K0.22%
Traynor Capital Management, Inc.30,793$499.5K0.04%
HAP Trading, LLC28,665$464.9K0.20%
Zimmermann Investment Management & Planning LLC27,900$452.5K0.15%
Deerfield Management Company, L.P. (Series C)26,024$422.1K0.01%
Natixis Advisors, L.P.25,863$419.0K0.00%
Fullcircle Wealth LLC25,439$411.6K0.20%
Thurston, Springer, Miller, Herd & Titak, Inc.23,307$378.0K0.12%
Fiduciary Financial Group, LLC22,748$372.2K0.09%
Oxford Financial Group Ltd22,516$365.2K0.02%
Westover Capital Advisors, LLC19,200$311.4K0.08%
Black Swift Group, LLC18,964$307.6K0.07%
HSBC Holdings PLC17,866$289.8K0.00%
Retirement Investment Advisors, Inc.17,072$276.9K0.03%
Scissortail Wealth Management, LLC16,329$264.9K0.07%
L.M. Kohn & Company15,694$254.6K0.07%
KG&L Capital Management,LLC15,550$252.2K0.09%
Tandem Investment Advisors, Inc.15,381$249.0K0.01%
O'Brien Greene & Co. Inc15,268$247.6K0.08%
Fermata Advisors, LLC13,825$224.2K0.05%
L & S Advisors Inc13,814$224.1K0.03%
Hobbs Group Advisors, LLC13,160$213.5K0.08%
Keel Point, LLC13,291$207.1K0.02%
Euro Pacific Asset Management, LLC12,715$207.0K0.04%
Leo Wealth, LLC12,631$206.6K0.02%
Kaizen Financial Strategies12,720$206.2K0.13%
Klingman & Associates, LLC12,589$204.2K0.01%
Key Client Fiduciary Advisors, LLC11,804$191.5K0.10%
First Citizens Bank & Trust Co11,402$184.9K0.00%
Prudential Financial Inc10,716$173.8K0.00%
TrueWealth Advisors, LLC10,544$171.0K0.06%
USAdvisors Wealth Management, LLC10,550$171.0K0.06%
AlphaCore Capital LLC10,174$165.0K0.04%
Voya Financial Advisors, Inc.10,150$162.7K0.02%
Central Bank & Trust Co9,961$161.5K0.02%
Perkins Coie Trust Co9,315$151.0K0.04%
Kings Path Partners LLC8,000$129.8K0.06%
American Capital Advisory, LLC8,495$117.2K0.08%
Chris Bulman Inc5,116$83.0K0.06%
Cedar Wealth Management, LLC5,000$81.1K0.03%
Wetzel Investment Advisors, Inc.4,058$63.8K0.04%
St Germain D J Co Inc3,614$58.6K0.00%
Castleview Partners, LLC2,750$44.6K0.03%
EdgeRock Capital LLC2,603$42.2K0.03%
HGK Asset Management Inc2,600$42.2K0.01%
Coppell Advisory Solutions LLC2,267$36.8K0.01%
HWG Holdings LP2,049$33.2K0.01%
Trust Co2,000$32.4K0.00%
Opal Wealth Advisors, LLC1,449$23.5K0.01%
Princeton Global Asset Management LLC1,000$16.2K0.00%
Flputnam Investment Management Co900$14.6K0.00%
Signature Resources Capital Management, LLC830$13.5K0.01%
Clear Investment Research, LLC765$12.4K0.02%
Cypress Capital, LLC764$12.4K0.00%
Financial Network Wealth Advisors LLC675$10.9K0.01%
Great Lakes Retirement, Inc.546$8.86K0.00%
Belmont Capital, LLC200$3.24K0.00%
1620 Investment Advisors, Inc.95$1.54K0.00%
Assetmark, Inc78$1.26K0.00%

Sold out (46)

Institutions that held Energy Transfer LP at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of ET in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Mirae Asset Global Investments Co., Ltd.16,115,331$194.2M
Lincoln National Corp228,021$3.59M
Acadian Asset Management LLC137,023$2.15M
Royal Fund Management, LLC107,648$1.69M
Massachusetts Financial Services Co98,256$1.55M
XTX Topco Ltd89,943$1.41M
Congress Wealth Management LLC70,988$1.12M
Birch Capital Management, LLC66,045$1.04M
Sutton Place Investors LLC66,007$1.04M
First Trust Investment Solutions L.P.60,278$948.2K
Wealthstar Advisors, LLC37,044$582.7K
Keystone Financial Group32,933$518.0K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.29,016$456.4K
Nwam LLC26,526$427.2K
Walleye Trading LLC26,224$412.5K
Cooper Financial Group25,993$408.9K
Citizens Business Bank25,000$393.3K
Quaker Capital Investments, LLC20,000$314.6K
Walkner Condon Financial Advisors LLC19,570$307.8K
First Financial Bankshares Inc19,324$304.0K
JFG Wealth Management, LLC18,333$288.4K
Verdad Advisers, LP16,432$258.5K
Belvedere Trading LLC14,966$235.4K
Baker Tilly Wealth Management, LLC14,854$233.7K
Founders Financial Alliance, LLC14,842$233.5K
Lifeworks Advisors, LLC14,600$229.7K
Eagle Strategies LLC14,068$221.3K
FDx Advisors, Inc.13,733$216.0K
Allen Mooney & Barnes Investment Advisors LLC13,069$204.9K
Arrow Investment Advisors, LLC12,785$201.1K
Zacks Investment Management10,546$165.9K
Amarillo National Bank10,500$165.2K
Strategic Blueprint, LLC10,436$164.2K
Fairfield, Bush & Co.10,089$158.7K
Headlands Technologies LLC5,471$86.1K
Financial Synergies Wealth Advisors, Inc.3,186$50.1K
Essex Investment Management Co LLC2,987$47.0K
Fernwood Investment Management, LLC1,768$27.8K
Northwest Investment Counselors, LLC1,075$16.9K
Vima LLC896$11.2K
Tucker Asset Management LLC600$9.44K
Center for Financial Planning, Inc.384$6.04K
Truvestments Capital LLC272$4.27K
Hazlett, Burt & Watson, Inc.100$2.00K
Global Assets Advisory, LLC12,944$825
Kiely Wealth Advisory Group, Inc.38$610

Not filed for Q2 2024 yet (16)

Institutions that held Energy Transfer LP at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Tortoise Index Solutions, LLC1,238,052$19.5M
Ziegler Capital Management, LLC77,933$1.23M
InterOcean Capital Group, LLC53,987$849.2K
Eudaimonia Advisors LLC41,056$645.8K
Coulter & Justus Financial Services, LLC29,712$467.4K
FirstPurpose Wealth LLC28,794$454.4K
Connectus Wealth, LLC25,317$398.3K
Imprint Wealth LLC23,037$361.5K
Derbend Asset Management21,083$331.6K
Steward Partners Investment Solutions, LLC17,251$271.4K
Centurion Wealth Management LLC11,559$181.8K
Retirement Group, LLC9,787$154.0K
Highlander Capital Management, LLC9,175$144.3K
Cutler Group LP5,848$91.0K
Norwood Financial Corp5,649$88.9K
FSA Wealth Management LLC1,000$15.7K