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Security record · archived quarter

ET

Energy Transfer LP · Energy · Oil & Gas Midstream

21.02 -0.3% mkt cap $72.33B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
6Tracked holders
+1Δ holders
5.19MShares held
$101.75MReported value
+1New positions
−0Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.0% · share flow -30.0% · net new positions +16.7%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 88 -2 566.10M $10.80B −2
Q1 2026 91 0 559.60M $10.78B +4 −4
Q4 2025 90 -2 499.20M $8.23B −2
Q3 2025 11 -2 247.94M $4.25B −2
Q2 2025 10 +1 51.80M $939.19M +1
Q1 2025 7 +1 7.70M $143.22M +1
Q4 2024 6 +1 5.19M $101.75M +1
Q3 2024 5 0 12.37M $198.48M
Q2 2024 5 8.28M $134.32M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Appaloosa 4.91M -28.0% $96.28M 1.5% ▼ Trim 3 SEC ↗
2 Geode Capital Management (passive) 123.83K -2.0% $2.43M 0.0% ▼ Trim 3 SEC ↗
3 GAMCO Investors 93.15K -1.3% $1.82M 0.0% ▼ Trim 3 SEC ↗
4 Fisher Asset Management 42.26K +5.5% $827,868 0.0% ▲ Add 3 SEC ↗
5 AQR Capital Management 12.92K New $253,162 0.0% New 1 SEC ↗
6 Citadel Advisors 6.92K -99.9% $135,602 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

AQR Capital Management $253,162 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 190.40K shares, $3,674 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 19 WARREN KELCY L

Director · 647.97K sh @ 21.26 · $13.78M

Aug 18 WARREN KELCY L

Director · 352.03K sh @ 21.27 · $7.49M

Aug 07 Perry James Richard

Director · 12.36K sh @ 20.23 · $250,000

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API