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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Leisure Capital Management | 17,000 | $333.0K | 0.13% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 17,036 | $333.7K | 0.17% | +20.0% | Added |
| AlphaStar Capital Management, LLC | 17,062 | $334.2K | 0.03% | +363+2.2% | Added |
| Retirement Investment Advisors, Inc. | 17,072 | $334.4K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 17,074 | $334.5K | 0.01% | −27,273−61.5% | Reduced |
| Highlander Partners, L.P. | 17,080 | $334.6K | 0.19% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 17,090 | $334.8K | 0.07% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 17,090 | $334.8K | 0.04% | −2,620−13.3% | Reduced |
| Thrivent Financial for Lutherans | 17,084 | $335.0K | 0.00% | −4,587−21.2% | Reduced |
| CapWealth Advisors, LLC | 17,125 | $335.5K | 0.04% | +17,125 | New |
| Financial Counselors Inc | 17,224 | $337.4K | 0.00% | −930−5.1% | Reduced |
| Saxony Capital Management, LLC | 17,265 | $338.2K | 0.30% | +301+1.8% | Added |
| Fortitude Advisory Group L.L.C. | 17,300 | $338.9K | 0.20% | −1,239−6.7% | Reduced |
| Rinkey Investments | 17,376 | $340.4K | 0.11% | +17,376 | New |
| Private Trust Co NA | 17,381 | $340.5K | 0.03% | −6,832−28.2% | Reduced |
| HTLF Bank | 17,415 | $341.2K | 0.04% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 17,420 | $341.3K | 0.02% | +300+1.8% | Added |
| RiverTree Advisors, LLC | 17,500 | $342.8K | 0.23% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 17,534 | $343.5K | 0.03% | −15,867−47.5% | Reduced |
| Helen Stephens Group, LLC | 17,553 | $343.9K | 0.10% | +301+1.7% | Added |
| Old North State Trust, LLC | 17,547 | $344.0K | 0.22% | −1,399−7.4% | Reduced |
| Oxford Financial Group Ltd | 17,602 | $344.8K | 0.02% | −5,014−22.2% | Reduced |
| Invst, LLC | 17,647 | $345.7K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 17,702 | $346.8K | 0.01% | +166+0.9% | Added |
| RiverGlades Family Offices LLC | 17,850 | $349.7K | 0.25% | 00.0% | Unchanged |
| Verity & Verity, LLC | 17,878 | $350.2K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 17,887 | $350.4K | 0.07% | +1,873+11.7% | Added |
| Quadcap Wealth Management, LLC | 17,971 | $352.1K | 0.05% | −1,084−5.7% | Reduced |
| Alpine Global Management, LLC | 18,000 | $352.6K | 0.10% | +18,000 | New |
| 49 Wealth Management, LLC | 18,022 | $353.1K | 0.05% | −2,777−13.4% | Reduced |
| Fairvoy Private Wealth, LLC | 18,072 | $354.0K | 0.09% | +18,072 | New |
| Vista Investment Partners LLC | 18,147 | $355.5K | 0.11% | −5,275−22.5% | Reduced |
| Cadent Capital Advisors, LLC | 18,208 | $356.7K | 0.12% | +161+0.9% | Added |
| Financial Advocates Investment Management | 18,235 | $357.2K | 0.02% | +2,006+12.4% | Added |
| Grey Fox Wealth Advisors, LLC | 18,307 | $358.6K | 0.10% | +122+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 18,321 | $358.9K | 0.12% | −6,100−25.0% | Reduced |
| Mills Wealth Advisors LLC | 18,325 | $359.0K | 0.20% | +6,970+61.4% | Added |
| Opus Capital Group, LLC | 18,399 | $360.0K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 18,540 | $363.2K | 0.07% | +534+3.0% | Added |
| Salvus Wealth Management, LLC | 18,625 | $364.9K | 0.23% | +80.0% | Added |
| Foster Victor Wealth Advisors, LLC | 18,033 | $365.9K | 0.03% | +26+0.1% | Added |
| Am Investment Strategies LLC | 18,696 | $366.0K | 0.09% | −57−0.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 18,825 | $368.8K | 0.04% | +3,025+19.1% | Added |
| Sunbeam Capital Management, LLC | 18,845 | $369.2K | 0.34% | +18,845 | New |
| Centaurus Financial, Inc. | 18,955 | $371.0K | 0.02% | −40−0.2% | Reduced |
| FLC Capital Advisors | 19,000 | $372.2K | 0.09% | +6,000+46.2% | Added |
| NWF Advisory Services Inc. | 19,155 | $375.2K | 0.05% | +19,155 | New |
| Westover Capital Advisors, LLC | 19,200 | $376.1K | 0.08% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 19,233 | $376.8K | 0.14% | +331+1.8% | Added |
| Sagespring Wealth Partners, LLC | 19,442 | $380.9K | 0.01% | +19,442 | New |
| WMS Partners, LLC | 19,554 | $383.1K | 0.02% | +19,554 | New |
| Bedel Financial Consulting, Inc. | 18,433 | $383.2K | 0.05% | +18,433 | New |
| Total Clarity Wealth Management, Inc. | 19,632 | $384.6K | 0.13% | +167+0.9% | Added |
| Kennedy Investment Group | 19,645 | $384.9K | 0.17% | +337+1.7% | Added |
| Harmony Asset Management LLC | 19,676 | $385.4K | 0.15% | −21−0.1% | Reduced |
| Strategy Asset Managers LLC | 19,734 | $386.6K | 0.07% | +1,107+5.9% | Added |
| Mattern Capital Management, LLC | 19,897 | $389.8K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 19,900 | $389.8K | 0.45% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 19,970 | $391.2K | 0.18% | −570−2.8% | Reduced |
| Parallel Advisors, LLC | 19,990 | $391.6K | 0.01% | +4,126+26.0% | Added |
| Matrix Private Capital Group LLC | 20,043 | $392.6K | 0.22% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 20,225 | $395.8K | 0.46% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 20,225 | $396.2K | 0.23% | +722+3.7% | Added |
| Resources Investment Advisors, LLC. | 20,389 | $399.4K | 0.00% | +596+3.0% | Added |
| Legacy Financial Strategies, LLC | 20,391 | $401.9K | 0.09% | +2,000+10.9% | Added |
| Woodward Diversified Capital, LLC | 20,582 | $403.2K | 0.30% | −3,057−12.9% | Reduced |
| Breakwater Capital Group | 20,606 | $403.7K | 0.08% | +20,606 | New |
| Edgemoor Investment Advisors, Inc. | 20,620 | $403.9K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 20,801 | $407.5K | 0.03% | −2,247−9.7% | Reduced |
| Sage Capital Management, LLC | 20,989 | $411.2K | 0.21% | +739+3.6% | Added |
| Affinity Wealth Management LLC | 20,997 | $411.3K | 0.07% | −30.0% | Reduced |
| Christopher J. Hasenberg, Inc | 21,000 | $411.4K | 0.17% | 00.0% | Unchanged |
| Heritage Trust Co | 21,040 | $412.2K | 0.05% | +21,040 | New |
| White Pine Capital LLC | 21,180 | $414.9K | 0.14% | +3,105+17.2% | Added |
| Main Street Financial Solutions, LLC | 21,549 | $422.2K | 0.04% | −289−1.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 21,572 | $422.6K | 0.06% | −445−2.0% | Reduced |
| Northwest Wealth Management, LLC | 21,586 | $422.9K | 0.09% | +21,586 | New |
| Ethos Financial Group, LLC | 21,622 | $423.6K | 0.06% | +1,304+6.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,725 | $425.6K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 21,734 | $425.8K | 0.16% | −2,430−10.1% | Reduced |
| Aveo Capital Partners, LLC | 21,839 | $427.8K | 0.05% | −9,948−31.3% | Reduced |
| Belfer Management LLC | 21,882 | $428.7K | 6.82% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 21,920 | $429.4K | 0.02% | +21,920 | New |
| PDS Planning, Inc | 22,063 | $432.2K | 0.04% | −1,799−7.5% | Reduced |
| Papamarkou Wellner Asset Management inc. | 22,108 | $433.1K | 0.30% | +22,108 | New |
| Atlas Private Wealth Advisors | 22,222 | $435.3K | 0.06% | +366+1.7% | Added |
| E&G Advisors, LP | 22,319 | $437.2K | 0.12% | +10.0% | Added |
| Primoris Wealth Advisors, LLC | 22,500 | $440.8K | 0.34% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,574 | $442.2K | 0.00% | −10.0% | Reduced |
| Signature Wealth Management Partners, LLC | 22,577 | $442.3K | 0.30% | +299+1.3% | Added |
| Madden Securities Corp | 22,602 | $442.8K | 0.18% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 21,441 | $445.1K | 0.09% | +437+2.1% | Added |
| Bleakley Financial Group, LLC | 22,818 | $447.0K | 0.01% | −2,844−11.1% | Reduced |
| Laidlaw Wealth Management LLC | 22,875 | $448.1K | 0.20% | +2,575+12.7% | Added |
| Wedmont Private Capital | 23,080 | $448.2K | 0.02% | −1,476−6.0% | Reduced |
| 1st Source Bank | 22,994 | $450.5K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 23,000 | $450.6K | 0.29% | +23,000 | New |
| Gateway Wealth Partners, LLC | 23,139 | $453.3K | 0.12% | +9,922+75.1% | Added |
| Thoroughbred Financial Services, LLC | 23,183 | $454.0K | 0.03% | +628+2.8% | Added |
| Boston Private Wealth LLC | 23,374 | $457.9K | 0.01% | +23,374 | New |