ET
ENERGY TRANSFER LPMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Appaloosa re-entered | Q2 2016 | 41Q | $0.00 | $20 | — |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $18 | $20 | +11% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q1 2026 | → $18 | +30% |
| Coatue Management | Q1 2016 | Q2 2016 | → $5.59 | +116% |
| Viking Global Investors | Q4 2015 | Q2 2016 | → $5.59 | -31% |
| JANA Partners 2× in & out | Q1 2016 | Q2 2016 | — | +0% |
| Third Point | Q2 2015 | Q3 2015 | → $12 | -13% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Energy Transfer LP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 11, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-217305May 11, 2026
- Form 40001193125-26-004723Jan 6, 2026
- Form 40001193125-26-004720Jan 6, 2026
- Form 40001193125-26-004712Jan 6, 2026
- Form 40001193125-26-004717Jan 6, 2026
- Form 40001193125-26-004715Jan 6, 2026
- Form 40001193125-25-312990Dec 9, 2025
- Form 40001193125-25-312989Dec 9, 2025
- Form 40001193125-25-312987Dec 9, 2025
- Form 40001193125-25-312986Dec 9, 2025
- Form 40001193125-25-312985Dec 9, 2025
- Form 40001193125-25-312981Dec 9, 2025
- Form 40001193125-25-290036Nov 20, 2025
- Form 40000950170-25-110551Aug 21, 2025
- Form 40000950170-25-087539Jun 17, 2025
Fundamentals
XBRL · ENERGY TRANSFER LPAnnual figures sourced directly from ENERGY TRANSFER LP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Energy Transfer LP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 3, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 5, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 17, 2026
- 8-KMaterial eventJan 27, 2026
- 8-KMaterial eventJan 13, 2026
- 8-KMaterial eventJan 6, 2026
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventNov 3, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventAug 25, 2025
- 8-KMaterial eventAug 12, 2025
- 8-KMaterial eventAug 11, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q1 2025 | open | $18 | $20 | +11% |
| Citadel Advisors | Q3 2024 | Q1 2026 | $14 | $18 | +30% |
| Appaloosa | Q3 2017 | Q1 2019 | $0.00 | — | +0% |
| Appaloosa | Q3 2017 | open | $8.12 | $20 | +149% |
| Appaloosa | Q2 2016 | Q3 2017 | $0.00 | — | +0% |
| Coatue Management | Q1 2016 | Q2 2016 | $2.59 | $5.59 | +116% |
| JANA Partners | Q1 2016 | Q2 2016 | $0.00 | — | +0% |
| Viking Global Investors | Q4 2015 | Q2 2016 | $8.16 | $5.59 | -31% |
| Third Point | Q2 2015 | Q3 2015 | $14 | $12 | -13% |
| JANA Partners | Q3 2013 | Q2 2015 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.