Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionIHT Wealth Management, LLC
Latest Disclosed Ownership186,927 shares
Latest Disclosed Value $ 3,607,686
IHT Wealth Management, LLC reports 8.53% increase in ownership of ET / Energy Transfer LP - Limited Partnership

On May 15, 2026 - IHT Wealth Management, LLC filed a 13F-HR form disclosing ownership of 186,927 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $3,607,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 172,243 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of 8.53% during the quarter. The current value of the position is $3,667,508 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)
2026-05-15 2026-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 186,927 14,684 8.53 3,608 27.01 0.0835
2026-02-17 2025-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 172,243 11,376 7.07 2,840 2.90 0.0690
2025-11-14 2025-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 160,867 571 0.36 2,760 -5.02 0.0698
2025-08-14 2025-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 160,296 5,037 3.24 2,906 0.69 0.0799
2025-05-15 2025-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 155,259 -10,353 -6.25 2,886 -11.04 0.0901
2025-02-14 2024-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 165,612 -804 -0.48 3,244 21.50 0.1047
2024-11-14 2024-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 166,416 -6,088 -3.53 2,671 -4.57 0.0758
2024-08-14 2024-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 172,504 -1,387 -0.80 2,798 2.30 0.1044
2024-05-15 2024-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 173,891 2,407 1.40 2,735 15.60 0.1096
2024-02-14 2023-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 171,484 -9,542 -5.27 2,366 -6.81 0.1055
2023-11-14 2023-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 181,026 7,084 4.07 2,540 14.94 0.1288
2023-08-15 2023-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 173,942 11,632 7.17 2,209 9.14 0.1151
2023-05-15 2023-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 162,310 8,013 5.19 2,024 10.54 0.1155
2023-02-15 2022-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 154,297 10,454 7.27 1,832 15.37 0.1151
2022-11-22 2022-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 143,843 30,421 26.82 1,587 40.19 0.1206
2022-08-15 2022-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 113,422 3,873 3.54 1,132 -7.67 0.0998
2022-05-16 2022-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 109,549 4,855 4.64 1,226 42.23 0.0929
2022-02-14 2021-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 104,694 10,822 11.53 862 -4.12 0.0636
2021-11-15 2021-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 93,872 19,550 26.30 899 13.80 0.0732
2021-08-16 2021-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 74,322 5,180 7.49 790 48.78 0.0501
2021-05-18 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 69,142 -5,365 -7.20 531 15.43 0.0382
2021-02-17 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 74,507 14,954 25.11 460 42.41 0.0382
2020-11-19 2020-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 59,553 16,626 38.73 323 5.56 0.0324
2020-08-14 2020-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 42,927 1,068 2.55 306 58.55 0.0419
2020-05-13 2020-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 41,859 -9,152 -17.94 193 -70.49 0.0278
2020-02-18 2019-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 51,011 34,086 201.39 654 195.93 0.0774
2019-11-15 2019-09-30 13F ENERGY TRANSFER COM 29273V100 16,925 -22,081 -56.61 221 -59.74 0.0300
2019-08-12 2019-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 39,006 -2,498 -6.02 549 -13.95 0.0797
2019-05-16 2019-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 41,504 26,171 170.68 638 214.29 0.1063
2019-02-14 2018-12-31 13F ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 15,333 -4,546 -22.87 203 -41.33 0.0391
2018-11-14 2018-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 19,879 210 1.07 346 2.06 0.0748
2018-08-13 2018-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 19,669 99 0.51 339 22.38 0.0866
2018-05-14 2018-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 19,570 -479 -2.39 277 -20.17 0.0744
2018-02-14 2017-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 20,049 -402 -1.97 347 -5.19 0.0919
2017-11-14 2017-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 20,451 7,580 58.89 366 346.34 0.1558
2017-08-14 2017-06-30 13F/A-1 ENERGY TRANSFER COM UT LTD PTN 29273V100 12,871 -7,881 -37.98 82 -79.29 0.0397
2017-08-14 2017-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 12,871 -7,881 85
2017-05-15 2017-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 20,752 20,752 396 0.2640
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.