ET — Who's Buying and Selling (13F)

Across its top 20 institutional holders, ET's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 34/100).

Quarterly Activity

Recent Activity

+$16.9B

Total Buy Value

$4.6B

Total Sell Value

New buy119

Trim341

Add536

Sold out82

655

Net Buyers

423

Net Sellers

Smart Money Convergence

ET does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-08

2026-07-08

Energy Transfer LP signed an underwriting agreement on July 6, 2026, to sell $1.75 billion in two new junior subordinated notes (Series 2026A at 6.550% and Series 2026B at 6.700%). The roughly $1.7325 billion in net proceeds will be used to redeem its higher-cost Series H perpetual preferred units (6.500%), repay commercial paper and revolving credit borrowings, and for general partnership purposes. closing is expected on July 20, 2026.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

29273V100, 29273R109, 29273V900, 29273V950, 29273r109, 29273v100, 29278N103, 29278n103

FAQ

Who are the top institutional investors holding ENERGY TRANSFER LP (ET)?

Major stakeholders currently include Morgan Stanley ($1.7B), Alps Advisors INC ($1.7B), Jpmorgan Chase & Co ($1.4B). Based on the latest 13F filings, there are a total of 1307 tracked investment funds and institutions maintaining positions in ET.

What is the overall institutional sentiment toward ET recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.1B, driven by 655 managers accumulating shares while 423 reduced their exposure.

Which institutions have been selling or reducing their ET positions?

In the latest period, 341 funds trimmed their holdings, and 82 managers completely exited their positions. The aggregate reported sell value was $4.6B.

Are there any notable investors adding ET to their portfolios?

Yes, buying activity remains notable. 119 institutions opened new positions in {ticker}, and 536 existing holders added to their shares. The total reported buy value for the quarter amounted to $16.9B.