Energy Transfer LP (et 9.25 Perp I)Preferred / convertible 13F holders, Q1 2026 (March 31) 53 holders
$11.57 avg. 13F price*
At the end of Q1 2026 , 53 institutions reported holding Energy Transfer LP (et 9.25 Perp I) in their 13F filings. The largest holders were Infrastructure Capital Advisors, LLC ($58.0M), Kim, LLC ($24.0M) 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 Institutions Total Value New Positions 53 $130.3M Exits 0 $0
Ownership 53 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Infrastructure Capital Advisors, LLC — New 5,011,646 $58.0M Kim, LLC — New 2,074,034 $24.0M Wells Fargo & Company — New 479,546 $5.5M UBS Group AG — New 475,515 $5.5M LPL Financial LLC — New 458,971 $5.3M D.A. Davidson & Co. — New 360,426 $4.2M Magnus Financial Group LLC — New 355,555 $4.1M Guggenheim Capital LLC — New 350,626 $4.1M Lido Advisors, LLC — New 204,771 $2.4M Morgan Stanley — New 196,354 $2.3M Kestra Advisory Services, LLC — New 133,788 $1.5M &partners — New 119,373 $1.4M Commonwealth Equity Services, LLC — New 87,191 $1.0M Raymond James Financial Inc. — New 78,483 $908K Phraction Management LLC — New 68,700 $795K Clear Harbor Asset Management, LLC — New 67,085 $776K Kamunting Street Capital Management, L.P. — New 64,481 $746K Sowell Financial Services LLC — New 63,647 $736K Cetera Investment Advisers — New 63,015 $729K Chicago Partners Investment Group LLC — New 45,871 $552K Mezzasalma Advisors, LLC — New 44,340 $513K One Charles Private Wealth Services, LLC — New 39,888 $462K Sigma Planning Corp — New 35,123 $406K Summitry LLC — New 35,000 $405K Cambridge Investment Research Advisors, Inc. — New 32,050 $371K Terril Brothers, Inc. — New 27,125 $314K Lazari Capital Management, Inc. — New 24,500 $283K Oxbow Advisors, LLC — New 24,261 $281K Beacon Financial Advisory LLC — New 22,473 $260K XML Financial, LLC — New 21,150 $245K Mraz, Amerine & Associates, Inc. — New 20,697 $239K US Bancorp \de — New 20,000 $231K Osaic Holdings, Inc. — New 16,769 $194K Choreo, LLC — New 15,800 $183K Pasadena Private Wealth, LLC — New 15,200 $176K Mariner, LLC — New 13,718 $159K Advisory Services Network, LLC — New 13,541 $157K Samalin Investment Counsel, LLC — New 11,109 $129K Sunbelt Securities, Inc. — New 10,113 $117K U.S. Capital Wealth Advisors, LLC — New 10,000 $116K Northcape Wealth Management, LLC — New 10,000 $116K Abel Hall, LLC — New 10,000 $116K Horizon Kinetics Asset Management LLC — New 8,300 $96K EverSource Wealth Advisors, LLC — New 5,000 $58K Fifth Third Bancorp — New 4,682 $54K Rockefeller Capital Management L.P. — New 4,000 $46K JNBA Financial Advisors — New 3,000 $35K Wilmington Savings Fund Society, FSB — New 2,000 $23K Harbour Investments, Inc. — New 1,335 $15K TD Waterhouse Canada Inc. — New 1,245 $14K Cwm, LLC — New 900 $10K Frazier Financial Advisors, LLC — New 132 $2K Bank of Montreal — New 24 $278
"% 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.