Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for the same period. The losses are mainly unrealized, and the firm is evaluating its long-term thesis and risk-adjusted opportunities. The Fund considers the current situation as unfavorable. In addition, please check the fund’s top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Alpha Wealth Insiders Fund highlighted stocks like Energy Transfer LP (NYSE:ET). Energy Transfer LP (NYSE:ET) is a leading midstream company that owns and operates natural gas transportation pipelines and storage facilities across United States. On May 21, 2026, Energy Transfer LP (NYSE:ET) closed at $20.01 per share. One-month return of Energy Transfer LP (NYSE:ET) was 4.87%, and its shares gained 12.10% over the past 52 weeks. Energy Transfer LP (NYSE:ET) has a market capitalization of $68.86 billion.
Alpha Wealth Insiders Fund stated the following regarding Energy Transfer LP (NYSE:ET) in its Q1 2026 investor letter:
“Business: Energy Transfer LP (NYSE:ET) is a U.S. midstream giant. It owns and operates pipelines, storage, and terminals moving natural gas, crude oil, and NGLs across the country. They’re in the business of transporting, processing, and exporting hydrocarbons—basically the toll collector of America’s energy highways, making money off volume flows, not commodity prices. Based on Energy Transfer’s recent closing price, the current dividend yield is 6.98%. ● Insider Buying/Selling: No insider buying or selling
Recent News: In a major strategic shift, Energy Transfer announced a long-term agreement with Cloudburst Data Centers to provide natural gas for a flagship AI-focused data center in Central Texas. This signaled to investors that ET is positioned to profit from the massive electricity demands of the AI industry. Management noted they are currently reviewing requests to connect to ~200 data centers across 14 states…” (Click here to read the full text)
Energy Transfer LP (NYSE:ET) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 30 hedge fund portfolios held Energy Transfer LP (NYSE:ET) at the end of the fourth quarter, compared to 35 in the previous quarter. While we acknowledge the risk and potential of Energy Transfer LP (NYSE:ET) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Energy Transfer LP (NYSE:ET) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Energy Transfer LP (NYSE:ET) and shared the list of best natural gas stocks to buy for transitional power. In addition, please check out our hedge fund investor letters Q1 2026 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
