ENERGY TRANSFER LP
ENERGY TRANSFER LP (ET) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Energy Transfer is one of the largest fee-based midstream networks in North America, moving natural gas, NGLs, crude, and refined products across a system whose product pipelines carry ⟦"multiple grades of gasoline and middle distillates, such as heating oil, diesel and jet fuel"⟧, with rates ⟦"regulated by the FERC"⟧, so the cash flows lean on tolls and volume rather than the commodity price. • The biggest specific risk is the balance sheet: net debt sits near $68 billion, roughly seven times
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1,274 institutional managers reported holding ET in 13F filings for the quarter ended 2026-03-31. Together they hold about 29% of the company; the top 10 hold 14%. 108 opened new positions that quarter. Held by Morgan Stanley, Goldman Sachs, Invesco, among others. On the short side, 32.2M shares were sold short as of the 2026-06-15 count, about 0.9% of shares outstanding (3.5 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at ET over the trailing three years: 2023: 13 buys totaling $68.60M; 2024: 3 buys totaling $47.67M; 2025: 4 buys totaling $68.44M. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ET's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -3.3% | +5.6% |
| 2023-11-03 | +3.7% | +2.1% |
| 2024-02-17 | +3.3% | +8.4% |
| 2024-05-10 | +0.6% | +1.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ET's latest 8-K filings: 2026-07-08 (items 1.01, 8.01, 9.01); 2026-06-03 (items 5.02); 2026-05-05 (items 2.02, 9.01); 2026-02-17 (items 2.02, 9.01); 2026-01-27 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.