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

Q3 2024 vs. Q2 2024

How the institutions holding Energy Transfer LP changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of ET: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,080121,099+31
Shares1.13B2.36M1.14B+10.3M (+0.9%)
Value$18.2B$38.3M$18.1B+$3.21M (0.0%)

12 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Energy Transfer LP at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to ET in Q3 2024
InstitutionSharesValue% of portfolio
JCP Investment Management, LLC677,000$10.9M9.01%
ORG Wealth Partners, LLC343,843$5.52M1.83%
Enclave Advisors LLC288,421$4.63M0.78%
BlackRock, Inc.236,171$3.79M0.00%
Segall Bryant & Hamill, LLC165,499$2.66M0.04%
Spears Abacus Advisors LLC135,101$2.17M0.04%
FORA Capital, LLC124,885$2.00M0.24%
Fidelity D & D Bancorp Inc75,204$1.21M0.80%
Hudson Value Partners, LLC63,775$1.02M0.40%
Talon Private Wealth, LLC47,072$755.5K0.16%
NorthRock Partners, LLC38,524$618.3K0.02%
Calton & Associates, Inc.31,943$512.7K0.20%
Acadian Asset Management LLC31,238$501.0K0.00%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.29,016$465.7K0.07%
Welch Group, LLC28,489$457.2K0.02%
Nwam LLC27,736$445.2K0.03%
Provident Investment Management, Inc.27,391$439.6K0.04%
TCFG Wealth Management, LLC27,220$436.9K0.22%
Cooper Financial Group25,993$417.2K0.05%
Leavell Investment Management, Inc.25,229$404.9K0.02%
Citizens Financial Group Inc24,683$396.2K0.01%
Alliance Wealth Advisors, LLC24,619$395.1K0.23%
TrinityPoint Wealth, LLC24,422$392.0K0.06%
CenterStar Asset Management, LLC24,098$386.7K0.58%
PDS Planning, Inc23,862$383.0K0.03%
CWA Asset Management Group, LLC23,349$374.8K0.02%
BKD Wealth Advisors, LLC22,933$368.1K0.01%
Prosperity Consulting Group, LLC22,242$357.0K0.03%
Argent Financial Group, Inc.21,887$351.3K0.04%
49 Wealth Management, LLC20,799$333.8K0.05%
Strategy Asset Managers LLC18,627$299.0K0.06%
Almanack Investment Partners, LLC.16,768$269.1K0.04%
Executive Wealth Management, LLC16,362$262.6K0.02%
Marble Harbor Investment Counsel, LLC15,800$253.6K0.03%
Human Investing LLC15,755$252.9K0.05%
Ariston Services Group15,290$245.4K0.21%
Summit Asset Management, LLC15,115$242.6K0.05%
Covenant Partners, LLC14,880$238.8K0.07%
Secure Asset Management, LLC14,128$226.8K0.04%
Family Management Corp13,664$219.3K0.04%
Kiely Wealth Advisory Group, Inc.12,862$219.2K0.14%
Sterling Capital Management LLC13,003$208.7K0.00%
Grimes & Company, Inc.12,474$200.2K0.01%
Pallas Capital Advisors LLC12,012$197.0K0.01%
Private Wealth Partners, LLC12,000$192.6K0.02%
Centurion Wealth Management LLC11,559$185.5K0.06%
Jim Saulnier & Associates, LLC11,394$182.9K0.18%
Mills Wealth Advisors LLC11,355$182.2K0.13%
Arkfeld Wealth Strategies, L.L.C.11,131$181.4K0.09%
Zacks Investment Management11,257$180.7K0.00%
TKG Advisors, LLC11,068$177.6K0.09%
Shulman DeMeo Asset Management LLC10,777$173.0K0.04%
Mindset Wealth Management, LLC10,634$170.7K0.07%
Smith, Moore & Co.10,508$168.7K0.02%
O'Shaughnessy Asset Management, LLC10,058$166.5K0.00%
Summit X, LLC10,196$165.4K0.04%
Simon Quick Advisors, LLC10,180$163.4K0.01%
EPG Wealth Management LLC10,068$161.6K0.04%
Hara Capital LLC9,125$146.5K0.09%
Ashton Thomas Securities, LLC8,075$129.6K0.03%
Eastern Bank6,790$109.0K0.00%
Blue Owl Capital Holdings LP5,326$85.5K0.02%
Strategic Investment Solutions, Inc.5,224$83.8K0.03%
Capital Performance Advisors LLP3,792$60.9K0.02%
Manchester Capital Management LLC3,328$53.4K0.01%
Planned Solutions, Inc.2,931$47.0K0.02%
MRP Capital Investments, LLC2,456$39.4K0.04%
NBT Bank N A2,000$32.1K0.00%
Northwest Financial Advisors1,820$29.2K0.02%
CBIZ Investment Advisory Services, LLC1,771$28.4K0.00%
Oarsman Capital, Inc.1,693$27.2K0.01%
Country Trust Bank1,500$24.1K0.00%
FSA Wealth Management LLC1,000$16.1K0.01%
Cornerstone National Bank & Trust Co906$14.5K0.01%
GoalVest Advisory LLC583$9.36K0.00%
Russell Investments Group, Ltd.400$6.42K0.00%
Costello Asset Management, INC294$4.71K0.00%
GeoWealth Management, LLC207$3.32K0.00%
Independence Bank of Kentucky200$3.21K0.00%
Headlands Technologies LLC167$2.68K0.00%
First Command Advisory Services, Inc.134$2.15K0.00%
CKW Financial Group100$2.00K0.00%
Sachetta, LLC100$1.60K0.00%
Spectrum Wealth Counsel, LLC80$1.28K0.00%
Legacy Investment Solutions, LLC59$1.01K0.00%
Legacy Wealth Managment, LLC59$1.01K0.00%
Abound Wealth Management6$970.00%

Sold out (56)

Institutions that held Energy Transfer LP at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of ET in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Invenomic Capital Management LP663,876$10.8M
Goldentree Asset Management LP281,482$4.57M
Virtu Financial LLC86,753$1.41M
Parkwood LLC84,595$1.37M
Wagner Wealth Management, LLC69,627$1.13M
Simplicity Wealth,LLC60,323$978.4K
GenTrust, LLC49,700$806.1K
Coastal Investment Advisors, Inc.42,455$688.6K
Vernal Point Advisors, LLC39,733$644.5K
X-Square Capital, LLC34,549$560.0K
M Holdings Securities, Inc.32,096$521.0K
Diversify Wealth Management, LLC33,015$509.4K
Youngs Advisory Group, Inc.28,896$468.7K
Boston Private Wealth LLC27,917$452.8K
Carnegie Capital Asset Management, LLC26,707$433.2K
Deerfield Management Company, L.P. (Series C)26,024$422.1K
Modern Wealth Management, LLC21,969$356.3K
Harrell Investment Partners, LLC20,716$336.0K
HSBC Holdings PLC17,866$289.8K
Silverleafe Capital Partners, LLC17,588$285.3K
Scissortail Wealth Management, LLC16,329$264.9K
O'Brien Greene & Co. Inc15,268$247.6K
Shapiro Capital Management LLC15,000$243.3K
SageView Advisory Group, LLC14,798$240.0K
Lion Street Advisors, LLC14,613$237.0K
Busey Wealth Management14,506$235.3K
Buska Wealth Management, LLC13,958$226.4K
Keel Point, LLC13,291$207.1K
WPWealth LLP12,388$200.9K
TRUE Private Wealth Advisors11,008$178.6K
Sovereign Financial Group, Inc.10,997$178.4K
Rather & Kittrell, Inc.10,541$171.0K
Beaumont Financial Advisors, LLC10,486$170.1K
McElhenny Sheffield Capital Management, LLC10,269$166.6K
Central Bank & Trust Co9,961$161.5K
Perkins Coie Trust Co9,315$151.0K
Chris Bulman Inc5,116$83.0K
RE Dickinson Investment Advisors, LLC4,980$80.8K
Miller Wealth Advisors, LLC4,424$71.8K
Wetzel Investment Advisors, Inc.4,058$63.8K
LGT Financial Advisors LLC3,805$61.7K
Ashton Thomas Private Wealth, LLC3,096$50.2K
Activest Wealth Management2,909$47.2K
EdgeRock Capital LLC2,603$42.2K
HWG Holdings LP2,049$33.2K
Rocky Mountain Advisers, LLC1,953$31.7K
Old Point Trust & Financial Services N A1,500$24.3K
Opal Wealth Advisors, LLC1,449$23.5K
Gradient Investments LLC1,229$19.9K
Flputnam Investment Management Co900$14.6K
Cypress Capital, LLC764$12.4K
Great Lakes Retirement, Inc.546$8.86K
RFP Financial Group LLC384$6.23K
Venturi Wealth Management, LLC180$2.93K
Grove Bank & Trust172$2.79K
Abich Financial Wealth Management LLC170$2.76K

Not filed for Q3 2024 yet (12)

Institutions that held Energy Transfer LP at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ET in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Payden & Rygel Investment Group1,332,490$21.6M
Relative Value Partners Group, LLC305,942$4.96M
Institutional & Family Asset Management, LLC237,268$3.85M
BlackRock Inc.236,172$3.83M
Buckingham Strategic Wealth, LLC76,978$1.25M
Gratus Capital LLC67,171$1.09M
Levy Wealth Management Group, LLC28,842$467.8K
JJJ Advisors Inc.26,520$430.2K
Heritage Trust Co21,887$355.0K
Hoylecohen, LLC18,278$296.5K
Benjamin F. Edwards & Company, Inc.8,140$132.0K
ICA Group Wealth Management, LLC2,819$45.7K