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 2025
Institutional positions in Energy Transfer LP as of Mar 31, 2025. 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
- 1,215
- +32 vs. Q4 2024
- Shares held
- 1.10B
- −37.8M (−3.3%) vs. Q4 2024
- Total value
- $20.5B
- −$1.89B (−8.4%) vs. Q4 2024
- New holders
- 104
- 501 more added
- Sold out
- 72
- 327 more reduced
23 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Energy Transfer LP; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 9,980 | $185.5K | 0.04% | +518+5.5% | Added |
| Abner Herrman & Brock LLC | 10,000 | $186.0K | 0.02% | +10,000 | New |
| Asset Allocation & Management Company, LLC | 10,000 | $186.0K | 0.09% | +10,000 | New |
| Vanguard Capital Wealth Advisors | 10,010 | $186.1K | 0.23% | +10,010 | New |
| Fairview Capital Investment Management, LLC | 10,026 | $186.4K | 0.01% | +10,026 | New |
| Cornell Pochily Investment Advisors, Inc. | 10,043 | $186.7K | 0.07% | +10,043 | New |
| Prosperity Financial Group, Inc. | 10,050 | $186.8K | 0.09% | −600−5.6% | Reduced |
| Principle Wealth Partners LLC | 10,055 | $186.9K | 0.01% | +10,055 | New |
| Community Trust & Investment Co | 10,073 | $187.3K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 10,083 | $187.5K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,141 | $188.5K | 0.01% | +10,141 | New |
| AlphaCore Capital LLC | 10,143 | $188.6K | 0.02% | −2,121−17.3% | Reduced |
| Modern Wealth Management, LLC | 10,150 | $188.7K | 0.01% | +10,150 | New |
| Certified Advisory Corp | 10,164 | $189.0K | 0.02% | +40.0% | Added |
| Firestone Capital Management | 10,170 | $189.1K | 0.05% | +10,170 | New |
| Summit X, LLC | 10,196 | $189.5K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,179 | $190.7K | 0.02% | +10,179 | New |
| Fiduciary Trust Co | 10,270 | $190.9K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,326 | $192.0K | 0.01% | +10,326 | New |
| Lyell Wealth Management, LP | 10,350 | $192.4K | 0.02% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 10,386 | $193.1K | 0.05% | +147+1.4% | Added |
| Thompson Davis & Co., Inc. | 10,500 | $195.2K | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,508 | $195.3K | 0.01% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 10,520 | $195.6K | 0.03% | +10,520 | New |
| McCarthy Asset Management, Inc. | 10,535 | $195.8K | 0.14% | −457−4.2% | Reduced |
| IAG Wealth Partners, LLC | 10,546 | $196.0K | 0.03% | +90+0.9% | Added |
| Sovereign Financial Group, Inc. | 10,565 | $196.4K | 0.05% | +10,565 | New |
| IronBridge Private Wealth, LLC | 10,584 | $196.8K | 0.08% | +25+0.2% | Added |
| Valley National Advisers Inc | 10,630 | $197.0K | 0.04% | +20+0.2% | Added |
| Oxford Financial Group Ltd | 10,667 | $198.3K | 0.01% | −6,935−39.4% | Reduced |
| Creative Financial Designs Inc | 10,670 | $198.4K | 0.02% | −1,230−10.3% | Reduced |
| Everett Harris & Co | 10,697 | $198.9K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 10,761 | $200.0K | 0.02% | +170+1.6% | Added |
| Freestone Capital Holdings, LLC | 10,884 | $202.3K | 0.01% | −126,999−92.1% | Reduced |
| L & S Advisors Inc | 10,899 | $202.6K | 0.02% | +85+0.8% | Added |
| Greenline Partners, LLC | 10,922 | $203.0K | 0.03% | +10,922 | New |
| Charles Schwab Investment Management Inc | 10,965 | $203.8K | 0.00% | +10,965 | New |
| Ami Investment Management Inc | 10,997 | $204.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 11,020 | $204.9K | 0.19% | +300+2.8% | Added |
| SeaBridge Investment Advisors LLC | 11,061 | $205.6K | 0.04% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 11,135 | $207.0K | 0.23% | +450+4.2% | Added |
| Traynor Capital Management, Inc. | 11,137 | $207.0K | 0.02% | −1,902−14.6% | Reduced |
| Centurion Wealth Management LLC | 10,647 | $208.6K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 11,276 | $209.6K | 0.10% | +50.0% | Added |
| Clearstead Advisors, LLC | – | $210.3K | 0.00% | – | New |
| Apollon Financial, LLC | 11,315 | $210.3K | 0.05% | +315+2.9% | Added |
| Cura Wealth Advisors, LLC | 11,369 | $211.4K | 0.09% | +7+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 11,404 | $212.0K | 0.10% | −600−5.0% | Reduced |
| Voya Financial Advisors, Inc. | 11,331 | $212.0K | 0.02% | +11,331 | New |
| Adamsbrown Wealth Consultants LLC | 11,423 | $212.3K | 0.07% | +11,423 | New |
| Insigneo Advisory Services, LLC | 11,430 | $212.5K | 0.02% | −15,995−58.3% | Reduced |
| First Citizens Bank & Trust Co | 11,454 | $212.9K | 0.01% | −5,418−32.1% | Reduced |
| Benjamin Edwards Inc | 11,466 | $213.2K | 0.00% | +92+0.8% | Added |
| EagleClaw Capital Managment, LLC | 11,500 | $213.8K | 0.03% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 11,500 | $213.8K | 0.08% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 11,500 | $213.8K | 0.07% | +11,500 | New |
| Harbor Investment Advisory, LLC | 11,501 | $213.8K | 0.02% | +9,001+360.0% | Added |
| Fermata Advisors, LLC | 11,506 | $213.9K | 0.04% | −1,810−13.6% | Reduced |
| Kaizen Financial Strategies | 11,612 | $215.9K | 0.12% | −254−2.1% | Reduced |
| Assetmark, Inc | 11,615 | $215.9K | 0.00% | +2,855+32.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,547 | $216.0K | 0.03% | +53+0.5% | Added |
| Walker Asset Management, LLC | 11,622 | $216.1K | 0.13% | −3,975−25.5% | Reduced |
| American Financial Advisors, LLC | 11,649 | $216.6K | 0.03% | +10+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 11,718 | $217.8K | 0.01% | −2,190−15.7% | Reduced |
| Centennial Wealth Advisory LLC | 11,765 | $218.7K | 0.08% | +154+1.3% | Added |
| Jim Saulnier & Associates, LLC | 11,786 | $219.1K | 0.17% | +186+1.6% | Added |
| Indiana Trust & Investment Management CO | 11,796 | $219.3K | 0.08% | +576+5.1% | Added |
| Kirtland Hills Capital Management, LLC | 12,742 | $220.1K | 0.13% | +12,742 | New |
| Alliancebernstein L.P. | 11,847 | $220.2K | 0.00% | +11,847 | New |
| Marcum Wealth, LLC | 11,869 | $220.6K | 0.02% | −978−7.6% | Reduced |
| Dudley Capital Management, LLC | 11,887 | $221.0K | 0.12% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 11,892 | $221.1K | 0.10% | +52+0.4% | Added |
| WBH Advisory Inc | 11,987 | $222.8K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,989 | $222.9K | 0.02% | +1,682+16.3% | Added |
| Hall Laurie J Trustee | 12,004 | $223.2K | 0.08% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 12,009 | $223.2K | 0.06% | +538+4.7% | Added |
| Quadrant Private Wealth Management, LLC | 12,011 | $223.3K | 0.06% | +12,011 | New |
| Empower Advisory Group, LLC | 12,015 | $223.4K | 0.00% | +1,539+14.7% | Added |
| Vivaldi Asset Management, LLC | 12,027 | $223.6K | 0.02% | −720−5.6% | Reduced |
| Boyd Wealth Management, LLC | 12,076 | $224.5K | 0.11% | +683+6.0% | Added |
| Talisman Wealth Advisors LLC | 12,086 | $224.7K | 0.23% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,066 | $225.6K | 0.01% | +13,066 | New |
| Fairman Group, LLC | 9,150 | $228.2K | 0.21% | −2,500−21.5% | Reduced |
| LRI Investments, LLC | 12,290 | $228.5K | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 12,300 | $228.7K | 0.02% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 12,308 | $228.8K | 0.20% | +20.0% | Added |
| Safeguard Investment Advisory Group, LLC | 12,326 | $229.2K | 0.06% | +187+1.5% | Added |
| Seelaus Asset Management LLC | 12,450 | $231.4K | 0.22% | +12,450 | New |
| Leigh Baldwin & Co., LLC | 12,457 | $231.6K | 0.19% | +7+0.1% | Added |
| Financial Advocates Investment Management | 12,466 | $231.8K | 0.02% | −5,769−31.6% | Reduced |
| Winthrop Advisory Group LLC | 12,485 | $232.1K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 12,499 | $232.4K | 0.19% | +12,499 | New |
| Tompkins Financial Corp | 12,500 | $232.4K | 0.02% | 00.0% | Unchanged |
| Woodstock Corp | 12,500 | $232.4K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 12,500 | $232.4K | 0.01% | −1,007−7.5% | Reduced |
| Lazard Asset Management LLC | 12,572 | $233.0K | 0.00% | +1,057+9.2% | Added |
| Levin Capital Strategies, L.P. | 12,534 | $233.0K | 0.02% | −5,000−28.5% | Reduced |
| Uniting Wealth Partners, LLC | 12,560 | $233.5K | 0.12% | +7+0.1% | Added |
| Weil Company, Inc. | 12,805 | $238.0K | 0.07% | +12,805 | New |
| Probity Advisors, Inc. | 12,808 | $238.1K | 0.05% | −50−0.4% | Reduced |