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 1,407 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
226,838
shares
|
$3.89 Million
0.14% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
225,800
shares
|
$3.87 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
224,768
shares
|
$3.85 Million
3.63% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
224,620
shares
|
$3.85 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
224,186
shares
|
$3.84 Million
0.02% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
222,298
shares
|
$3.81 Million
1.81% of portfolio
|
Q2 2023
Added 22.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
221,161
shares
|
$3.79 Million
0.08% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
220,889
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
219,695
shares
|
$3.76 Million
0.11% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
219,596
shares
|
$3.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
218,658
shares
|
$3.75 Million
0.08% of portfolio
|
Q2 2025
Added 30.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
218,406
shares
|
$3.74 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
218,405
shares
|
$3.74 Million
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
215,938
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
214,990
shares
|
$3.68 Million
0.65% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
213,801
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
213,331
shares
|
$3.65 Million
0.09% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
212,257
shares
|
$3.64 Million
0.1% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
211,648
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2025
Added 9.58%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
209,295
shares
|
$3.59 Million
0.12% of portfolio
|
Q4 2024
Reduced 52.27%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
209,148
shares
|
$3.58 Million
2.16% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
208,838
shares
|
$3.58 Million
0.72% of portfolio
|
Q2 2025
Added 7.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
208,527
shares
|
$3.57 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
207,571
shares
|
$3.56 Million
0.16% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
207,000
shares
|
$3.55 Million
0.41% of portfolio
|
Q4 2023
New holding
|