SEC 13F Intelligence

Chicago Partners Investment Group LLC / ET

Chicago Partners Investment Group LLC’s Energy Transfer L P Position

Does Chicago Partners Investment Group LLC own Energy Transfer L P (ET)? Yes — 3.43M shares worth $66M (+1.46% of its 13F portfolio) as of Q1 2026, up from 3.38M shares the prior filed quarter.

Position Value
$66M
Q1 2026
Shares
3.43M
% of Portfolio
+1.46%
Quarters Held
30
currently held

Position History ET

Reported value by quarter
Q4 ’18: $20MQ4 ’18Q1 ’19: $21MQ2 ’19: $22MQ3 ’19: $19MQ4 ’19: $22MQ4 ’19Q1 ’20: $11MQ2 ’20: $11MQ3 ’20: $10MQ4 ’20: $11MQ4 ’20Q1 ’21: $14MQ2 ’21: $18MQ3 ’21: $17MQ4 ’21: $20MQ4 ’21Q1 ’22: $23MQ2 ’22: $23MQ3 ’22: $27MQ4 ’22: $30MQ4 ’22Q1 ’23: $32MQ2 ’23: $33MQ3 ’23: $36MQ4 ’23: $39MQ4 ’23Q1 ’24: $47MQ2 ’24: $50MQ3 ’24: $53MQ4 ’24: $65MQ4 ’24Q1 ’25: $55MQ2 ’25: $57MQ3 ’25: $57MQ4 ’25: $61MQ4 ’25Q1 ’26: $66Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.43M$66M+1.46%
Q4 20253.38M$61M+1.50%
Q3 20253.34M$57M+1.48%
Q2 20253.28M$57M+1.65%
Q1 20253.28M$55M+1.84%
Q4 20243.29M$65M+2.16%
Q3 20243.22M$53M+1.88%
Q2 20243.07M$50M+1.92%
Q1 20242.94M$47M+1.99%
Q4 20232.79M$39M+1.82%
Q3 20232.62M$36M+1.95%
Q2 20232.49M$33M+1.70%
Q1 20232.51M$32M+1.86%
Q4 20222.32M$30M+1.82%
Q3 20222.14M$27M+1.89%
Q2 20222.07M$23M+1.70%
Q1 20222.02M$23M+1.73%
Q4 20211.95M$20M+1.39%
Q3 20211.87M$17M+1.20%
Q2 20211.80M$18M+1.34%
Q1 20211.75M$14M+1.18%
Q4 20201.72M$11M+1.06%
Q3 20201.79M$10M+1.17%
Q2 20201.77M$11M+1.41%
Q1 20201.71M$11M+1.62%
Q4 20191.65M$22M+2.76%
Q3 20191.51M$19M+2.65%
Q2 20191.44M$22M+3.10%
Q1 20191.39M$21M+3.14%
Q4 20181.36M$20M+3.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chicago Partners Investment Group LLC’s full portfolio or all institutional holders of ET.