Institutional Ownership Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET). We have compiled data on the 1,388 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
269,164
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2022
Reduced 28.14%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
268,753
shares
|
$4.66 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
268,153
shares
|
$4.65 Million
0.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
264,422
shares
|
$4.58 Million
0.07% of portfolio
|
Q2 2024
Added 210.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
262,399
shares
|
$4.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
259,268
shares
|
$4.49 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
257,618
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
257,349
shares
|
$4.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
255,933
shares
|
$4.44 Million
0.36% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
May 08, 2025 Q1 2025 |
251,000
shares
|
$4.35 Million
2.6% of portfolio
|
Q1 2025
Added 37.91%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
250,245
shares
|
$4.34 Million
1.53% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
245,013
shares
|
$4.25 Million
0.01% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
244,204
shares
|
$4.23 Million
0.07% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
242,848
shares
|
$4.21 Million
3.44% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
242,198
shares
|
$4.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
240,742
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.5%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
240,445
shares
|
$4.17 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
237,268
shares
|
$4.11 Million
0.45% of portfolio
|
Q4 2023
Added 19.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,172
shares
|
$4.09 Million
0.0% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
230,990
shares
|
$4 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
230,803
shares
|
$4 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
229,936
shares
|
$3.98 Million
3.78% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
228,496
shares
|
$3.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
225,800
shares
|
$3.91 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
224,620
shares
|
$3.89 Million
0.24% of portfolio
|
Q2 2025
New holding
|