Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership26,291 shares
Latest Disclosed Value $ 507,421
Wealthspire Advisors, LLC reports 29.58% decrease in ownership of ET / Energy Transfer LP - Limited Partnership

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 26,291 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $507,416 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 37,334 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of -29.58% during the quarter. The current value of the position is $513,989 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 26,291 -11,043 -29.58 507 -17.56 0.0040
2026-02-12 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 37,334 5,469 17.16 616 12.64 0.0049
2025-11-14 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 31,865 1,652 5.47 547 -0.18 0.0029
2025-08-11 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 30,213 5,905 24.29 548 21.29 0.0031
2025-05-09 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 24,308 -105,894 -81.33 452 -82.31 0.0027
2025-02-04 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 130,202 535 0.41 2,551 22.54 0.0253
2024-11-13 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 129,667 -141 -0.11 2,081 -1.14 0.0212
2024-08-08 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 129,808 0 0.00 2,105 3.14 0.0270
2024-05-06 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 129,808 -61,000 -31.97 2,042 -22.48 0.0272
2024-02-07 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 190,808 3,726 1.99 2,633 0.34 0.0374
2023-11-06 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 187,082 -9,570 -4.87 2,625 5.09 0.0433
2023-08-01 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 196,652 32,527 19.82 2,497 22.04 0.0408
2023-05-09 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 164,125 4,087 2.55 2,047 7.74 0.0351
2023-02-14 2022-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 160,038 60,000 59.98 1,900 72.17 0.0346
2022-11-14 2022-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 100,038 -112,000 -52.82 1,103 -47.87 0.0231
2022-08-09 2022-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 212,038 -43,682 -17.08 2,116 -26.07 0.0442
2022-05-09 2022-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 255,720 18,196 7.66 2,862 46.39 0.0644
2022-02-14 2021-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 237,524 158,760 201.56 1,955 158.94 0.0433
2021-11-15 2021-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 78,764 78,764 755 0.0157
2021-05-17 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -34,116 -100.00 0 -100.00
2021-02-16 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 34,116 34,116 211 0.0063
2020-08-14 2020-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -33,678 -100.00 0 -100.00
2020-05-12 2020-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 33,678 33,678 155 0.0065
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.