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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

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
ICA
1
Infrastructure Capital Advisors
New York
$58M +$58.8M +5,011,646 New
KL
2
KIM LLC
Kansas
$24M +$24.4M +2,074,034 New
Wells Fargo
3
Wells Fargo
California
$5.55M +$5.63M +479,546 New
UBS Group
4
UBS Group
Switzerland
$5.5M +$5.58M +475,515 New
LPL Financial
5
LPL Financial
California
$5.31M +$5.39M +458,971 New
DADC
6
D.A. Davidson & Co
Montana
$4.17M +$4.23M +360,426 New
MFG
7
Magnus Financial Group
New York
$4.11M +$4.18M +355,555 New
GC
8
Guggenheim Capital
Illinois
$4.06M +$4.12M +350,626 New
Lido Advisors
9
Lido Advisors
California
$2.37M +$2.4M +204,771 New
Morgan Stanley
10
Morgan Stanley
New York
$2.27M +$2.31M +196,354 New
KAS
11
Kestra Advisory Services
Texas
$1.55M +$1.57M +133,788 New
P
12
&Partners
Tennessee
$1.38M +$1.4M +119,373 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.01M +$1.02M +87,191 New
Raymond James Financial
14
Raymond James Financial
Florida
$908K +$922K +78,483 New
PM
15
Phraction Management
Connecticut
$795K +$807K +68,700 New
CHAM
16
Clear Harbor Asset Management
Connecticut
$776K +$788K +67,085 New
KSCM
17
Kamunting Street Capital Management
Florida
$746K +$757K +64,481 New
SFS
18
Sowell Financial Services
Arkansas
$736K +$747K +63,647 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$729K +$740K +63,015 New
CPIG
20
Chicago Partners Investment Group
Illinois
$552K +$539K +45,871 New
MA
21
Mezzasalma Advisors
New Jersey
$513K +$521K +44,340 New
OCPWS
22
One Charles Private Wealth Services
Massachusetts
$462K +$468K +39,888 New
SPC
23
Sigma Planning Corp
Michigan
$406K +$412K +35,123 New
SL
24
Summitry LLC
California
$405K +$411K +35,000 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$371K +$376K +32,050 New
1
2 3

ET.PRI Hedge Fund Activity: Q1 2026 in Review

53 of the 8,125 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.