Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionHoward Financial Services, Ltd.
Latest Disclosed Ownership197,157 shares
Latest Disclosed Value $ 3,805,131
Howard Financial Services, Ltd. reports 4.77% increase in ownership of ET / Energy Transfer LP - Limited Partnership

On April 7, 2026 - Howard Financial Services, Ltd. filed a 13F-HR form disclosing ownership of 197,157 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $3,805,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 188,175 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of 4.77% during the quarter. The current value of the position is $3,868,220 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)
2026-04-07 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 197,157 8,982 4.77 3,805 22.62 0.4285
2026-01-12 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 188,175 623 0.33 3,103 -3.57 0.3629
2025-10-23 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 187,552 -757 -0.40 3,218 -5.74 0.3938
2025-07-02 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 188,309 6,262 3.44 3,414 0.89 0.4488
2025-04-07 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 182,047 415 0.23 3,384 -4.89 0.4608
2025-01-15 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 181,632 460 0.25 3,558 22.39 0.4840
2024-10-08 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 181,172 17,938 10.99 2,908 9.82 0.4199
2024-07-12 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 163,234 532 0.33 2,648 3.44 0.4339
2024-04-16 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 162,702 2,898 1.81 2,559 16.05 0.4409
2024-01-09 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 159,804 -58 -0.04 2,205 -1.65 0.4251
2023-10-10 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 159,862 465 0.29 2,243 10.77 0.5142
2023-07-12 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 159,397 728 0.46 2,024 2.33 0.4830
2023-04-05 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 158,669 632 0.40 1,979 5.49 0.4821
2023-01-13 2022-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 158,037 747 0.47 1,876 8.07 0.4927
2022-10-12 2022-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 157,290 601 0.38 1,735 10.93 0.5624
2022-07-18 2022-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 156,689 366 0.23 1,564 -10.58 0.5311
2022-04-20 2022-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 156,323 353 0.23 1,749 36.21 0.5180
2022-01-27 2021-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 155,970 343 0.22 1,284 -13.88 0.3851
2021-11-01 2021-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 155,627 326 0.21 1,491 -9.69 0.5590
2021-08-06 2021-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 155,301 292 0.19 1,651 38.74 0.6470
2021-05-03 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 155,009 -44,088 -22.14 1,190 -3.25 0.5345
2021-02-02 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 199,097 -1,661 -0.83 1,230 13.05 0.6481
2020-11-12 2020-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 200,758 2,741 1.38 1,088 -22.84 0.7031
2020-07-29 2020-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 198,017 1,896 0.97 1,410 56.32 1.0017
2020-05-05 2020-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 196,121 38,007 24.04 902 -55.54 0.7979
2020-01-27 2019-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 158,114 306 0.19 2,029 -1.70 1.2474
2019-11-12 2019-09-30 13F/A-1 ENERGY TRANSFER COM UT LTD PTN 29273V100 157,808 245 0.16 2,064 -6.94 1.3663
2019-10-29 2019-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 157,808 245 2,064 1,366,308.3197
2019-08-05 2019-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 157,563 1,465 0.94 2,218 -7.54 1.5163
2019-05-14 2019-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 156,098 194 0.12 2,399 16.51 1.7013
2019-02-15 2018-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 155,904 155,904 2,059 1.5818
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.