Energy Transfer LP (et 9.25 Perp I)Preferred / convertible
13F holders, Q2 2026 (June 30)57holders +4
7new positions
2sold out
$11.46avg. 13F price*
At the end of Q2 2026, 57 institutions reported holding Energy Transfer LP (et 9.25 Perp I) in their 13F filings, up 4 from Q1 2026. 7 opened new positions and 2 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($60.2M), Kim, LLC ($23.8M) and Wells Fargo & Company ($5.5M).
- Company
- Energy Transfer LP (et 9.25 Perp I)
- CUSIP
- 29273V704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.5M |
| Exits | 2 | $419K |
All 13F filers, Q1 2026 → Q2 2026: 433,441 shares bought and 76,790 shares sold, net +356,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Infrastructure Capital Advisors, LLC | — | Add +4.8% | 5,251,455 | $60.2M |
| Kim, LLC | — | No change | 2,074,034 | $23.8M |
| Wells Fargo & Company | — | Add +0.5% | 481,835 | $5.5M |
| UBS Group AG | — | No change | 475,515 | $5.4M |
| LPL Financial LLC | — | Add +1.2% | 464,388 | $5.3M |
| Magnus Financial Group LLC | — | Add +4.1% | 370,051 | $4.2M |
| D.A. Davidson & Co. | — | Reduce -0.8% | 357,533 | $4.1M |
| Guggenheim Capital LLC | — | Add +1.1% | 354,336 | $4.1M |
| Morgan Stanley | — | Add +4.8% | 205,763 | $2.4M |
| Lido Advisors, LLC | — | No change | 204,771 | $2.3M |
| Kestra Advisory Services, LLC | — | Add +0.5% | 134,388 | $1.5M |
| &partners | — | No change | 119,373 | $1.4M |
| Commonwealth Equity Services, LLC | — | Reduce -3.6% | 84,091 | $964K |
| Raymond James Financial Inc. | — | Add +4.1% | 81,727 | $937K |
| Phraction Management LLC | — | Add +4.1% | 71,510 | $820K |
| Kamunting Street Capital Management, L.P. | — | No change | 64,481 | $739K |
| Sowell Financial Services LLC | — | Reduce -0.9% | 63,097 | $723K |
| Cetera Investment Advisers | — | No change | 63,015 | $722K |
| Clear Harbor Asset Management, LLC | — | Reduce -13.3% | 58,150 | $666K |
| Janney Montgomery Scott LLC | — | New | 47,842 | $548K |
| Chicago Partners Investment Group LLC | — | No change | 45,871 | $529K |
| Mezzasalma Advisors, LLC | — | Reduce -8.3% | 40,640 | $466K |
| One Charles Private Wealth Services, LLC | — | No change | 39,888 | $457K |
| Sigma Planning Corp | — | Reduce -16.1% | 29,461 | $338K |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -8.3% | 29,401 | $337K |
| Terril Brothers, Inc. | — | No change | 27,125 | $311K |
| Lazari Capital Management, Inc. | — | No change | 24,500 | $281K |
| XML Financial, LLC | — | Add +12.3% | 23,750 | $272K |
| HUB Investment Partners, LLC | — | New | 22,202 | $254K |
| Beacon Financial Advisory LLC | — | Reduce -3.1% | 21,766 | $249K |
| Oxbow Advisors, LLC | — | Reduce -10.5% | 21,719 | $249K |
| Mraz, Amerine & Associates, Inc. | — | No change | 20,697 | $237K |
| US Bancorp \de | — | No change | 20,000 | $229K |
| Arax Advisory Partners | — | New | 20,000 | $229K |
| Mariner, LLC | — | Add +43.0% | 19,618 | $225K |
| Regions Financial Corp. | — | New | 18,635 | $214K |
| Parcion Private Wealth LLC | — | New | 17,232 | $197K |
| Choreo, LLC | — | No change | 15,800 | $181K |
| Pasadena Private Wealth, LLC | — | No change | 15,200 | $174K |
| Advisory Services Network, LLC | — | No change | 13,541 | $155K |
| Rockefeller Capital Management L.P. | — | Add +225.0% | 13,000 | $149K |
| Samalin Investment Counsel, LLC | — | Reduce -3.8% | 10,684 | $122K |
| OceanIQ Capital, LLC | — | — | 10,000 | $115K |
| Northcape Wealth Management, LLC | — | No change | 10,000 | $115K |
| Abel Hall, LLC | — | No change | 10,000 | $115K |
| Horizon Kinetics Asset Management LLC | — | No change | 8,300 | $95K |
| Kozak & Associates, Inc. | — | New | 8,245 | $94K |
| Osaic Holdings, Inc. | — | Reduce -56.0% | 7,387 | $85K |
| Global Retirement Partners, LLC | — | — | 5,574 | $64K |
| EverSource Wealth Advisors, LLC | — | No change | 5,000 | $57K |
| Fifth Third Bancorp | — | No change | 4,682 | $54K |
| JNBA Financial Advisors | — | No change | 3,000 | $34K |
| Wilmington Savings Fund Society, FSB | — | No change | 2,000 | $23K |
| Harbour Investments, Inc. | — | No change | 1,335 | $15K |
| Frazier Financial Advisors, LLC | — | No change | 132 | $2K |
| Bank of Montreal | — | No change | 24 | $275 |
| Signaturefd, LLC | — | New | 1 | $10 |
"% of holder's portfolio" is ENERGY TRANSFER LP (ET 9.25 PERP I)'s weight in each manager's 13F, not the share of Energy Transfer LP (et 9.25 Perp I) the manager owns.