Chicago Partners Investment Group 13F: Adds $2.5M to ET Stake
Key Points
- The fund's stake in Energy Transfer LP now totals 3,548,934 shares, valued at about $72.6 million after the increase.
- This move represents a 3.6% increase in Chicago Partners' holdings, which now make up 4.79% of its total reported portfolio.
- Energy Transfer LP trades recently around $20.45, slightly above its closing price of $20.41 on October 27, 2026.
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Chicago Partners Investment Group boosted its stake in Energy Transfer LP (ET) by 122,414 shares in a filing on October 27, 2026. The fund's total position now stands at 3,548,934 shares, valued at approximately $72.6 million.
ET
Energy Transfer LP
Chicago Partners Investment Group vs. the S&P 500
Hypothetical returns from Chicago Partners Investment Group's disclosed trades, not real profit or advice. How we model this.
Where Energy Transfer Fits in Chicago Partners' Portfolio
Energy Transfer makes up about 4.79% of Chicago Partners' total reported portfolio, ranking 7th among the fund's 1,660 positions. This increase reflects a gain of 3.6% in the number of shares held.
Other Institutional Activity in Energy Transfer
Waverly Advisors grew its holdings by 314,965 shares, ending with 1,725,843 shares worth about $32.9 million. Miller Howard Investments added 364,190 shares, bringing its total to 5,679,174 shares valued at approximately $112.3 million. Meanwhile, Cushing Asset Management trimmed its position by 151,001 shares, reducing its holdings to 7,772,599 shares worth about $153.7 million.
Energy Transfer LP Stock Holds Steady
As of October 27, 2026, Energy Transfer shares closed at $20.41. The stock is trading about equal to its recent price of $20.45, which is below its 50-day moving average of $20.80 but above its 200-day average of $19.60.
Recent Earnings
Energy Transfer reported trailing twelve-month revenue of approximately $107.4 billion and an earnings per share (EPS) of $1.46. The next earnings report is scheduled for November 3, 2026.
Insider Buying and Selling at Energy Transfer LP
Kelcy L. Warren, a director at Energy Transfer, has made significant purchases recently, acquiring 2 million shares on August 20, 2025, and another 2 million shares on November 20, 2025, both valued at over $34 million. He also bought 1 million shares on August 19, 2026.
Analysts Set New Price Targets
On August 7, 2026, Citigroup maintained a Buy rating on Energy Transfer with a price target of $24.00, while TD Cowen also maintained a Buy rating with a target of $25.00 on August 10, 2026. The consensus among analysts is a strong Buy, with a mean price target of $24.70.
About Energy Transfer
Energy Transfer LP, based in Dallas, Texas, provides energy-related services across the United States. Its operations include transportation and storage of natural gas, crude oil, and refined products, making it a key player in the oil and gas midstream industry.
Bottom Line
Investors should keep an eye on Energy Transfer's upcoming earnings report on November 3, 2026, and watch for further changes in institutional holdings, especially after recent adjustments by other funds.
Related Filing Alerts
Source: Chicago Partners Investment Group's 13F filing on $ET (Oct 27, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts