The latest trading day saw Energy Transfer LP (ET) settling at $20.2, representing a +1.46% change from its previous close.
Leon Cooperman‘s Omega Advisors has three names doing outsized work in the portfolio right now, and each demands a different call.
Energy Transfer stands out among energy infrastructure plays, providing investors stability with fee-based earnings predictability. ET has outperformed sector peers since April, as investors rotated back. As the energy infra trade now regains buying momentum after the earlier year's pro-cyclical fervor, ET is well positioned to benefit from this market rotation. The massive, multi-trillion-dollar AI CapEx buildout through the decade is expected to drive sustained demand for ET's diversified pipeline infrastructure.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 29,379 | $465,435.32 | $587,433.1 | $121,997.78 | 26.21% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 39,119 | $754,997 | $782,184.4 | $27,187.4 | 3.6% |
| CE Curtis Ellergodt Rothschild Investment LLC | 24,069 | $391,980.19 | $481,259.65 | $89,279.46 | 22.78% |
| JJT John J. Terril TERRIL BROTHERS Inc. | 176,550 | $1.37M | $3.53M | $2.16M | 157.8% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 12,400 | $209,815 | $247,938 | $38,123 | 18.17% |
| Oil, Gas & Consumable Fuels Industry | Energy Sector | Marshall S. McCrea CEO | NYSE Exchange | 29273V100 CUSIP |
| US Country | 22,311 Employees | 8 May 2026 Last Dividend | 27 Jul 2015 Last Split | 3 Feb 2006 IPO Date |
Energy Transfer LP is a major player in the field of energy-related services, operating an extensive network of natural gas and crude oil pipelines along with a variety of facilities across multiple states in the USA. Originally known as Energy Transfer Equity, L.P., the company rebranded to Energy Transfer LP in October 2018. Founded in 1996, it has its headquarters in Dallas, Texas. The company's infrastructure plays a crucial role in the transportation, storage, and marketing of natural gas, crude oil, and natural gas liquids (NGLs), serving a diverse clientele that includes electric utilities, industrial end-users, and petroleum product distributors.
Energy Transfer LP owns and operates an extensive network of natural gas transportation pipelines, storage facilities, and gathering systems across many states, including Texas and Oklahoma. The company's natural gas services are critical for electric utilities, independent power plants, local distribution companies, and other marketing companies, as well as industrial end-users. They ensure a steady supply of natural gas across a vast area of the United States.
With approximately 14,500 miles of crude oil pipelines spanning the Southwest, Midcontinent, and Midwest United States, the company is involved in the transportation, terminalling, acquisition, and marketing of crude oil. These operations are crucial for the distribution and sale of gasoline, diesel, and other petroleum products, catering to the energy needs of a broad spectrum of consumers.
Energy Transfer manages a robust infrastructure for the transport and storage of NGLs, including 5,700 miles of NGL pipelines, fractionation facilities, and storage assets. This comprehensive system supports the handling, processing, and distribution of NGLs, which are essential components for various industrial, residential, and commercial applications.
The company also specializes in water transport and supply services for natural gas production, particularly in Pennsylvania. These services are vital for supporting the hydraulic fracturing process, showcasing the company’s ability to provide comprehensive solutions to the oil and gas industry.
Energy Transfer offers a wide range of supplementary services, including natural gas compression, carbon dioxide and hydrogen sulfide removal, and the management of coal and natural resources properties. The company also engages in timber sales, leases coal-related infrastructure facilities, collects oil and gas royalties, and generates electrical power, demonstrating its diversified approach to energy and resource management.