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 |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
222,298
shares
|
$3.85 Million
1.81% of portfolio
|
Q2 2023
Added 22.25%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
221,559
shares
|
$3.84 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
219,596
shares
|
$3.81 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
218,978
shares
|
$3.79 Million
0.13% of portfolio
|
Q1 2025
Added 147.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
218,406
shares
|
$3.78 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
218,067
shares
|
$3.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 65.63%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
216,314
shares
|
$3.75 Million
0.07% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
214,990
shares
|
$3.73 Million
0.65% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
214,659
shares
|
$3.72 Million
0.44% of portfolio
|
Q1 2025
Reduced 41.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
213,531
shares
|
$3.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
211,754
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
210,098
shares
|
$3.64 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
209,295
shares
|
$3.63 Million
0.12% of portfolio
|
Q4 2024
Reduced 52.27%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
209,148
shares
|
$3.62 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
208,527
shares
|
$3.61 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
208,440
shares
|
$3.61 Million
0.01% of portfolio
|
Q1 2025
Added 66.64%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
207,285
shares
|
$3.59 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
207,000
shares
|
$3.59 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
206,527
shares
|
$3.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
206,449
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
206,442
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
202,375
shares
|
$3.51 Million
0.3% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
199,861
shares
|
$3.46 Million
0.17% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
199,838
shares
|
$3.46 Million
0.31% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
196,416
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 22.36%
|