Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionBurney Co/
Latest Disclosed Ownership58,297 shares
Latest Disclosed Value $ 1,125,132
Burney Co/ reports 9.62% decrease in ownership of ET / Energy Transfer LP - Limited Partnership

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 58,297 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $1,125,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 64,499 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of -9.62% during the quarter. The current value of the position is $1,143,787 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 58,297 -6,202 -9.62 1,125 5.83 0.0287
2026-01-23 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 64,499 -611 -0.94 1,064 -4.83 0.0332
2025-10-16 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 65,110 -1,369 -2.06 1,117 -7.30 0.0355
2025-08-05 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 66,479 -874 -1.30 1,205 -3.75 0.0408
2025-05-06 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 67,353 -265 -0.39 1,252 -5.44 0.0456
2025-01-14 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 67,618 2,058 3.14 1,325 25.86 0.0468
2024-10-18 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 65,560 359 0.55 1,052 -0.47 0.0374
2024-07-29 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 65,201 2,155 3.42 1,058 6.66 0.0404
2024-05-22 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 63,046 46,800 288.07 992 342.41 0.0378
2024-02-12 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16,246 0 0.00 224 -1.32 0.0094
2023-11-08 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16,246 0 0.00 228 10.19 0.0107
2023-08-09 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16,246 0 0.00 206 1.98 0.0095
2023-05-10 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 16,246 16,246 203 0.0100
2022-02-11 2021-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 0 -13,920 -100.00 0 -100.00
2021-11-12 2021-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 13,920 207 1.51 133 -8.90 0.0062
2021-08-06 2021-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 13,713 -7,610 -35.69 146 -10.98 0.0068
2021-05-13 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 21,323 -5,392 -20.18 164 -0.61 0.0081
2021-02-11 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 26,715 -281 -1.04 165 13.01 0.0091
2020-12-14 2020-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 26,996 460 1.73 146 -22.75 0.0090
2020-08-13 2020-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 26,536 26,536 189 0.0123
2020-05-13 2020-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -18,220 -100.00 0 -100.00
2020-02-14 2019-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 18,220 -2,810 -13.36 234 -14.91 0.0129
2019-11-12 2019-09-30 13F ENERGY TRANSFER COM 29273V100 21,030 -131 -0.62 275 -7.72 0.0165
2019-08-12 2019-06-30 13F ENERGY TRANSFER COM 29273V100 21,161 243 1.16 298 -7.45 0.0181
2019-05-13 2019-03-31 13F ENERGY TRANSFER COM 29273V100 20,918 286 1.39 322 17.95 0.0200
2019-02-12 2018-12-31 13F ENERGY TRANSFER COM 29273V100 20,632 20,632 273 0.0192
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.