ENERGY TRANSFER LP (ET) Institutional Ownership Changes & 13F Activity
ENERGY TRANSFER LP (ET). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Empowered Funds, Llc, Allianz Asset Management Gmbh, Beacon Pointe Advisors, Llc, Ashford Capital Management Inc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +98,624 | +8.6% | 1,244,157 | $23.79M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +54 | +0.3% | 15,929 | $304.56K | Q2 2026 | Sep 23, 2026 |
| Talon Private Wealth, Llc | Buy | +888 | +1.7% | 53,343 | $1.02M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,629 | +1.0% | 157,895 | $3.02M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +412 | +1.0% | 41,638 | $796.12K | Q2 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Buy | +304,872 | +11.5% | 2,957,838 | $56.55M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Buy | +44 | +0.1% | 30,266 | $578.69K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +87,730 | +5.1% | 1,821,330 | $34.82M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +262 | +0.7% | 35,806 | $684.62K | Q2 2026 | Aug 26, 2026 |
| Ashford Capital Management Inc | Buy | +120,010 | +61.5% | 315,163 | $6.03M | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Sell | -306 | -1.8% | 16,433 | $314.20K | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -5,803 | -17.2% | 27,971 | $534.82K | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Buy | +457 | +3.4% | 13,720 | $262.32K | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -6 | -0.2% | 3,600 | $68.83K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -82,246 | -17.7% | 382,060 | $7.30M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +16,702 | +2087.8% | 17,502 | $334.64K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +9,254 | +4.9% | 199,171 | $3.81M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +142,821 | +7.4% | 2,065,797 | $39.50M | Q2 2026 | Aug 18, 2026 |
| Henson-Edgewater Management, Llc | Sell | -25,155 | -15.9% | 132,625 | $2.78M | Q2 2026 | Aug 18, 2026 |
| Pin Oak Investment Advisors Inc | Sell | -1,011 | -0.4% | 235,529 | $4.50K | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +157 | +1.7% | 9,629 | $184.11K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Sell | -313,339 | -15.8% | 1,669,064 | $31.91M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +25,847 | +173.7% | 40,727 | $779.00K | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +12,987 | — | 12,987 | $248.31K | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +10,613 | — | 10,613 | $202.93K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -2,378 | -1.0% | 230,857 | $4.41M | Q2 2026 | Aug 17, 2026 |
| Parvin Asset Management, Llc | Sell | -1,350 | -13.3% | 8,775 | $167.78K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -942 | -0.7% | 124,944 | $2.39M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +738 | +1.7% | 45,234 | $864.88K | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Sell | -125 | -4.5% | 2,625 | $50.19K | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about ET activity
Which institutional owners are buying ET?
Institutional owners buying ET include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ET activity?
"Buy" means an investor increased their reported position in ET compared to the prior reporting period. This reflects growing exposure to ENERGY TRANSFER LP (ET) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ET increasing?
Institutional interest in ET can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ET Institutional Insights
- ET Overview
- ET 13F Institutional Holders
- ET Top Institutional Shareholders
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- ET Insider Trading & SEC Form 4 Activity
- ET Articles
- Top Institutional Investor Stock Rankings