Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership71,859 shares
Latest Disclosed Value $ 1,386,873
Meridian Wealth Management, LLC reports 4.85% decrease in ownership of ET / Energy Transfer LP - Limited Partnership

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 71,859 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $1,386,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 75,525 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of -4.85% during the quarter. The current value of the position is $1,393,346 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 71,859 -3,666 -4.85 1,387 11.33 0.0478
2026-02-04 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 75,525 -32,269 -29.94 1,245 -32.67 0.0438
2025-11-04 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 107,794 -8,883 -7.61 1,850 -12.58 0.0709
2025-08-08 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 116,677 6,381 5.79 2,115 3.17 0.0903
2025-05-12 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 110,296 780 0.71 2,050 -4.43 0.0993
2025-02-06 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 109,516 1,989 1.85 2,145 24.35 0.1015
2024-11-12 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 107,527 -1,594 -1.46 1,726 -2.49 0.0848
2024-08-08 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 109,121 109,121 1,770 0.2116
2024-04-25 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 0 -106,912 -100.00 0 -100.00
2024-02-08 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 106,912 8,694 8.85 1,475 7.04 0.0942
2023-10-17 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 98,218 11,014 12.63 1,378 24.48 0.0844
2023-08-02 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 87,204 17,856 25.75 1,107 28.13 0.0934
2023-05-15 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 69,348 13,199 23.51 865 29.73 0.0754
2023-02-14 2022-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 56,149 -4,007 -6.66 666 0.30 0.0653
2022-11-14 2022-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 60,156 7,038 13.25 664 25.28 0.0714
2022-08-05 2022-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 53,118 -11,245 -17.47 530 -26.39 0.0434
2022-05-12 2022-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 64,363 2,010 3.22 720 40.35 0.0787
2022-01-27 2021-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 62,353 9,375 17.70 513 1.18 0.0548
2021-10-15 2021-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 52,978 74 0.14 507 -9.79 0.0625
2021-07-22 2021-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 52,904 -6,355 -10.72 562 23.52 0.0716
2021-05-07 2021-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 59,259 -10,184 -14.67 455 6.06 0.0662
2021-01-19 2020-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 69,443 7,409 11.94 429 27.68 0.0681
2020-10-09 2020-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 62,034 62,034 336 0.0824
2019-07-19 2019-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 0 -1,786 -100.00 0 -100.00
2019-05-15 2019-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 1,786 -11,416 -86.47 275 58.05 0.0114
2019-02-05 2018-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 13,202 786 6.33 174 -19.44 0.1025
2018-10-19 2018-09-30 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,416 12,416 216 0.0929
2018-08-06 2018-06-30 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 0 -12,416 -100.00 0 -100.00
2018-05-08 2018-03-31 13F ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,416 -279 -2.20 176 -29.60 0.0878
2017-05-17 2017-03-31 13F/A-1 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 12,695 12,695 250 0.1498
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.