Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership101,747 shares
Latest Disclosed Value $ 1,963,717
Legacy Advisors, LLC reports 6.58% decrease in ownership of ET / Energy Transfer LP - Limited Partnership

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 101,747 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $1,963,717 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 108,912 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of -6.58% during the quarter. The current value of the position is $1,989,154 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)
2026-05-05 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 101,747 -7,165 -6.58 1,964 9.36 0.2315
2026-01-27 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 108,912 7,165 7.04 1,796 2.87 0.1929
2025-11-13 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 101,747 101,747 1,746 0.2156
2025-08-07 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 0 -70,512 -100.00 0 -100.00
2025-04-23 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 70,512 -3,192 -4.33 1,311 -9.22 0.1349
2025-02-14 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 73,704 -2,834 -3.70 1,444 17.51 0.1401
2024-11-13 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 76,538 0 0.00 1,228 -1.05 0.1330
2024-07-30 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 76,538 0 0.00 1,241 3.16 0.1509
2024-04-30 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 76,538 -17,800 -18.87 1,204 -7.53 0.1521
2024-02-12 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 94,338 1,817 1.96 1,302 0.23 0.1677
2023-11-14 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 92,521 2,800 3.12 1,298 13.96 0.2091
2023-07-20 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 89,721 2,000 2.28 1,139 4.21 0.1691
2023-05-01 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 87,721 0 0.00 1,094 5.00 0.2017
2023-02-01 2022-12-31 13F ENERGY TRANSFER L P Common Stock 29273V100 87,721 8,361 10.54 1,041 18.97 0.1905
2022-11-09 2022-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 79,360 -625 -0.78 875 9.65 0.1933
2022-07-25 2022-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 79,985 43,083 116.75 798 93.22 0.1678
2022-05-11 2022-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 36,902 0 0.00 413 35.86 0.0802
2022-02-14 2021-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 36,902 0 0.00 304 -14.12 0.1115
2021-10-13 2021-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 36,902 0 0.00 354 -9.69 0.1415
2021-07-13 2021-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 36,902 0 0.00 392 38.52 0.1591
2021-04-12 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 36,902 0 0.00 283 24.12 0.1250
2021-01-15 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 36,902 -424 -1.14 228 12.87 0.1296
2020-10-08 2020-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 37,326 424 1.15 202 -23.19 0.1334
2020-07-09 2020-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 36,902 -42,985 -53.81 263 -28.34 0.2088
2020-04-15 2020-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 79,887 59,020 282.84 367 36.94 0.3673
2020-01-21 2019-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 20,867 2,000 10.60 268 8.50 0.1701
2019-10-10 2019-09-30 13F ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 18,867 0 0.00 247 -7.14 0.1847
2019-07-15 2019-06-30 13F ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 18,867 4,174 28.41 266 17.70 0.1798
2019-04-12 2019-03-31 13F/A-1 ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 14,693 -5,780 -28.23 226 -16.30 0.1532
2019-04-08 2019-03-31 13F ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 14,693 -5,780 226
2019-01-14 2018-12-31 13F ENERGY TRANSFER LP COM UT LTD PTN COM UT LTD PTN 29273V100 20,473 20,473 270 0.2048
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.