Energy Transfer LP - Limited Partnership
US ˙ NYSE ˙ US29273V1008

SecurityET / Energy Transfer LP - Limited Partnership
InstitutionSpire Wealth Management
Latest Disclosed Ownership78,689 shares
Latest Disclosed Value $ 1,518,696
Spire Wealth Management reports 26.43% increase in ownership of ET / Energy Transfer LP - Limited Partnership

On April 22, 2026 - Spire Wealth Management filed a 13F-HR form disclosing ownership of 78,689 shares of Energy Transfer LP - Limited Partnership (US:ET) valued at $1,518,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 62,239 shares of Energy Transfer LP - Limited Partnership. This represents a change in shares of 26.43% during the quarter. The current value of the position is $1,525,780 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)
2026-04-22 2026-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 78,689 16,450 26.43 1,519 47.95 0.0327
2026-01-14 2025-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 62,239 -1,539 -2.41 1,026 -6.22 0.0344
2025-10-23 2025-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 63,778 929 1.48 1,094 -3.95 0.0372
2025-08-04 2025-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 62,849 -42,390 -40.28 1,139 -41.77 0.0409
2025-04-23 2025-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 105,239 2,281 2.22 1,956 -2.98 0.0626
2025-01-24 2024-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 102,958 2,320 2.31 2,017 24.83 0.0626
2024-10-15 2024-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 100,638 6,536 6.95 1,615 5.83 0.0545
2024-07-31 2024-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 94,102 -16,556 -14.96 1,526 -12.30 0.0539
2024-04-24 2024-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 110,658 1,810 1.66 1,741 15.92 0.0316
2024-02-06 2023-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 108,848 21,894 25.18 1,501 23.13 0.0496
2023-11-08 2023-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 86,954 7,052 8.83 1,220 20.22 0.0464
2023-08-09 2023-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 79,902 -2,120 -2.58 1,015 -0.78 0.0375
2023-05-09 2023-03-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 82,022 19,032 30.21 1,023 0.0398
2023-02-03 2022-12-31 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 62,990 32,891 109.28 1 -100.00 0.0421
2022-11-07 2022-09-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 30,099 -44,107 -59.44 332 -55.20 0.0202
2022-07-22 2022-06-30 13F ENERGY TRANSFER L P COM UT LTD PTN 29273V100 74,206 7,526 11.29 741 -6.08 0.0305
2022-04-18 2022-03-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 66,680 -143,411 -68.26 789 -54.37 0.0211
2022-01-14 2021-12-31 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 210,091 139,362 197.04 1,729 155.01 0.0384
2021-10-22 2021-09-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 70,729 -9,340 -11.66 678 -20.33 0.0180
2021-07-26 2021-06-30 13F ENERGY TRANSFER COM UT LTD PTN 29273V100 80,069 -147,530 -64.82 851 -39.77 0.0230
2021-05-21 2021-03-31 13F/A-1 ENERGY TRANSFER COM UT LTD PTN 29273V100 227,599 227,599 1,413 0.0376
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.