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, Q4 2024

Institutional positions in Energy Transfer LP as of Dec 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
1,206
+125 vs. Q3 2024
Shares held
1.15B
+18.2M (+1.6%) vs. Q3 2024
Total value
$22.4B
+$4.41B (+24.5%) vs. Q3 2024
New holders
181
479 more added
Sold out
56
282 more reduced

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 holdersQ4 2024: 1,206 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 heldQ4 2024: $22.4B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2024.

Institutions holding ET in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Future Financial Wealth Managment LLC8,548$167.5K0.12%−7,901−48.0%Reduced
AllSquare Wealth Management LLC8,621$168.9K0.10%00.0%Unchanged
Bank of New Hampshire8,728$171.0K0.04%00.0%Unchanged
Assetmark, Inc8,760$171.6K0.00%+7,014+401.7%Added
Washington Trust Co8,999$176.3K0.01%+1,400+18.4%Added
Webster Bank, N. A.9,025$176.8K0.02%00.0%Unchanged
Hara Capital LLC9,125$178.8K0.11%00.0%Unchanged
Larson Financial Group LLC9,139$179.0K0.01%−5,165−36.1%Reduced
Hexagon Capital Partners LLC9,462$185.4K0.03%+19+0.2%Added
Operose Advisors LLC9,556$187.2K0.06%00.0%Unchanged
Anfield Capital Management, LLC9,877$193.5K0.07%−32−0.3%Reduced
EJF Capital LLC10,000$195.9K0.13%−10,000−50.0%Reduced
Commonwealth Retirement Investments LLC10,000$195.9K0.08%+10,000New
SLT Holdings LLC10,000$195.9K0.19%+10,000New
Pallas Capital Advisors LLC10,012$196.1K0.01%−2,000−16.7%Reduced
Community Trust & Investment Co10,073$197.3K0.01%+10,073New
Proficio Capital Partners LLC10,083$197.5K0.02%00.0%Unchanged
State of Wyoming10,135$198.5K0.03%+4,203+70.9%Added
Tandem Investment Advisors, Inc.10,171$199.0K0.01%−2,096−17.1%Reduced
Certified Advisory Corp10,160$199.0K0.02%+6+0.1%Added
Simon Quick Advisors, LLC10,180$199.4K0.01%00.0%Unchanged
Summit X, LLC10,196$199.7K0.04%00.0%Unchanged
EPG Wealth Management LLC10,239$200.6K0.05%+171+1.7%Added
Fiduciary Trust Co10,270$201.2K0.00%−421−3.9%Reduced
Smith, Moore & Co.10,307$201.9K0.02%−201−1.9%Reduced
Lyell Wealth Management, LP10,350$202.8K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)10,353$202.8K0.00%−50,905−83.1%Reduced
IAG Wealth Partners, LLC10,456$204.8K0.04%+4,467+74.6%Added
Empower Advisory Group, LLC10,476$205.2K0.00%+10,476New
Tepp RIA, LLC10,499$205.7K0.30%+10,499New
Thompson Davis & Co., Inc.10,500$205.7K0.13%+150+1.4%Added
Montag A & Associates Inc10,508$205.9K0.01%00.0%Unchanged
IronBridge Private Wealth, LLC10,559$206.9K0.08%+68+0.6%Added
Valley National Advisers Inc10,610$207.0K0.04%+24+0.2%Added
Financial Synergies Wealth Advisors, Inc.10,591$207.5K0.03%+10,591New
Centurion Wealth Management LLC10,647$208.6K0.07%−912−7.9%Reduced
Prosperity Financial Group, Inc.10,650$208.6K0.10%+100+0.9%Added
Partners Wealth Management, LLC10,685$209.3K0.24%+10,685New
Everett Harris & Co10,697$209.6K0.00%00.0%Unchanged
Cornerstone Select Advisors, LLC10,720$210.0K0.20%+10,720New
Strategic Advocates LLC10,800$211.6K0.07%+38+0.4%Added
L & S Advisors Inc10,814$211.8K0.02%00.0%Unchanged
McCarthy Asset Management, Inc.10,992$215.3K0.15%−457−4.0%Reduced
Ami Investment Management Inc10,997$215.4K0.07%00.0%Unchanged
Apollon Financial, LLC11,000$215.5K0.05%+1,000+10.0%Added
HAP Trading, LLC11,031$216.1K0.07%−13,988−55.9%Reduced
SeaBridge Investment Advisors LLC11,061$216.7K0.05%+11,061New
Arkfeld Wealth Strategies, L.L.C.11,131$216.7K0.10%00.0%Unchanged
Indiana Trust & Investment Management CO11,220$219.8K0.07%00.0%Unchanged
First United Bank Trust11,250$220.4K0.08%00.0%Unchanged
Caldwell Sutter Capital, Inc.11,271$220.8K0.10%−7,240−39.1%Reduced
Cura Wealth Advisors, LLC11,362$222.6K0.10%+11,362New
Benjamin Edwards Inc11,374$222.8K0.00%+11,374New
Boyd Wealth Management, LLC11,393$223.2K0.11%+11,393New
Scissortail Wealth Management, LLC11,471$224.7K0.06%+11,471New
Peak Planning Group, LLC11,472$224.7K0.09%+11,472New
Lazard Asset Management LLC11,515$225.0K0.00%+16+0.1%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors11,494$225.2K0.03%+11,494New
Avenue 1 Advisors, LLC11,500$225.3K0.09%00.0%Unchanged
EagleClaw Capital Managment, LLC11,500$225.3K0.04%+11,500New
GatePass Capital, LLC11,500$225.3K0.25%+11,500New
First Heartland Consultants, Inc.11,522$225.7K0.02%−281−2.4%Reduced
Jim Saulnier & Associates, LLC11,600$227.2K0.20%+206+1.8%Added
Centennial Wealth Advisory LLC11,611$227.5K0.09%+11,611New
American Financial Advisors, LLC11,639$228.0K0.03%+10+0.1%Added
Fairman Group, LLC11,650$228.2K0.19%−10,295−46.9%Reduced
University of Texas/Texas Am Investment Managment Co11,817$231.5K0.03%00.0%Unchanged
Barrett & Company, Inc.11,840$231.9K0.10%+1,070+9.9%Added
Kaizen Financial Strategies11,866$232.5K0.13%−1,096−8.5%Reduced
Dudley Capital Management, LLC11,887$232.9K0.12%00.0%Unchanged
Creative Financial Designs Inc11,900$233.1K0.02%−510−4.1%Reduced
WBH Advisory Inc11,987$234.8K0.02%+11,987New
Hall Laurie J Trustee12,004$235.0K0.08%00.0%Unchanged
Key Client Fiduciary Advisors, LLC12,004$235.2K0.11%+200+1.7%Added
Modera Wealth Management, LLC12,023$235.5K0.00%−405−3.3%Reduced
Talisman Wealth Advisors LLC12,086$236.8K0.25%+12,086New
O'Shaughnessy Asset Management, LLC12,090$236.8K0.00%+2,032+20.2%Added
Park Avenue Securities LLC12,108$237.0K0.00%+12,108New
TCFG Wealth Management, LLC12,119$237.4K0.12%−15,101−55.5%Reduced
Safeguard Investment Advisory Group, LLC12,139$237.8K0.07%+147+1.2%Added
AlphaCore Capital LLC12,264$240.3K0.05%+2,090+20.5%Added
Jmac Enterprises LLC12,282$240.6K0.04%00.0%Unchanged
Concord Wealth Partners12,288$240.7K0.04%−1,024−7.7%Reduced
LRI Investments, LLC12,290$240.8K0.02%00.0%Unchanged
Two Sigma Securities, LLC12,291$240.8K0.04%−51,339−80.7%Reduced
Cullinan Associates Inc12,300$241.0K0.02%00.0%Unchanged
Madison Park Capital Advisors, LLC12,306$241.1K0.19%+20.0%Added
West Michigan Advisors, LLC12,339$241.7K0.07%−7,578−38.0%Reduced
Bridgewealth Advisory Group, LLC12,277$243.3K0.07%+12,277New
Leigh Baldwin & Co., LLC12,450$243.9K0.21%+12,450New
Mark Sheptoff Financial Planning, LLC12,460$244.1K0.13%+300+2.5%Added
CMG Global Holdings, LLC11,681$244.4K0.13%+92+0.8%Added
Winthrop Advisory Group LLC12,485$244.6K0.03%+12,485New
Tompkins Financial Corp12,500$244.9K0.02%00.0%Unchanged
Woodstock Corp12,500$244.9K0.02%00.0%Unchanged
Uniting Wealth Partners, LLC12,553$245.9K0.12%+12,553New
Carnegie Capital Asset Management, LLC12,557$246.0K0.01%+12,557New
Rothschild Investment LLC12,562$246.1K0.02%+2,325+22.7%Added
Greatmark Investment Partners, Inc.12,712$249.0K0.03%+12,712New
Vivaldi Asset Management, LLC12,747$249.7K0.02%−2,736−17.7%Reduced