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Energy Transfer LP Series I Preferred Units
ET.PRI

53 hedge funds and large institutions have $130M invested in Energy Transfer LP Series I Preferred Units in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ICA
Infrastructure Capital Advisors
New York
+$58.8M
2
KL
KIM LLC
Kansas
+$24.4M
3
Wells Fargo
Wells Fargo
California
+$5.63M
4
UBS Group
UBS Group
Switzerland
+$5.58M
5
LPL Financial
LPL Financial
California
+$5.39M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TB
26
Terril Brothers
Missouri
$314K +$319K +27,125 New
LCM
27
Lazari Capital Management
California
$283K +$288K +24,500 New
OA
28
Oxbow Advisors
Texas
$281K +$285K +24,261 New
BFA
29
Beacon Financial Advisory
Ohio
$260K +$264K +22,473 New
XF
30
XML Financial
Maryland
$245K +$248K +21,150 New
MAA
31
Mraz Amerine & Associates
California
$239K +$243K +20,697 New
US Bancorp
32
US Bancorp
Minnesota
$231K +$235K +20,000 New
Osaic Holdings
33
Osaic Holdings
Arizona
$194K +$197K +16,769 New
CL
34
Choreo LLC
Illinois
$183K +$186K +15,800 New
PPW
35
Pasadena Private Wealth
California
$176K +$178K +15,200 New
Mariner
36
Mariner
Kansas
$159K +$161K +13,718 New
ASN
37
Advisory Services Network
Georgia
$157K +$159K +13,541 New
SIC
38
Samalin Investment Counsel
New York
$129K +$130K +11,109 New
SS
39
Sunbelt Securities
Texas
$117K +$119K +10,113 New
AHL
40
Abel Hall LLC
Louisiana
$116K +$117K +10,000 New
NWM
41
Northcape Wealth Management
New York
$116K +$117K +10,000 New
USCWA
42
U.S. Capital Wealth Advisors
Texas
$116K +$117K +10,000 New
HKAM
43
Horizon Kinetics Asset Management
New York
$96K +$97.5K +8,300 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$94K – – –
EWA
45
EverSource Wealth Advisors
Alabama
$57.9K +$58.7K +5,000 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$54.2K +$55K +4,682 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$46.3K +$47K +4,000 New
JFA
48
JNBA Financial Advisors
Minnesota
$34.7K +$35.2K +3,000 New
WSFS
49
Wilmington Savings Fund Society
Delaware
$23.1K +$23.5K +2,000 New
HI
50
Harbour Investments
Wisconsin
$15.4K +$15.7K +1,335 New
1
2
3

ET.PRI Hedge Fund Activity: Q1 2026 in Review

53 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Energy Transfer LP Series I Preferred Units (ET.PRI) for Q1 2026, worth a combined $130M.

Buyers outnumbered sellers: 53 funds opened new ET.PRI positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Infrastructure Capital Advisors, opening a new position worth an estimated $58.8M.

  • 53 institutional investors held Energy Transfer LP Series I Preferred Units (ET.PRI) as of Q1 2026, up from 0 in Q4 2025.
  • Funds reported $130M of Energy Transfer LP Series I Preferred Units stock for Q1 2026.
  • 53 funds opened new Energy Transfer LP Series I Preferred Units positions in Q1 2026 and 0 closed out, a net change of +53 holders.
  • The largest Energy Transfer LP Series I Preferred Units buyer in Q1 2026 was Infrastructure Capital Advisors, an estimated $58.8M added.

Based on aggregated 13F filings for Q1 2026.