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 1,386 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
195,450
shares
|
$3.43 Million
1.46% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
194,196
shares
|
$3.41 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
193,704
shares
|
$3.4 Million
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
193,150
shares
|
$3.39 Million
0.64% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
193,149
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
192,800
shares
|
$3.38 Million
1.49% of portfolio
|
Q4 2023
Reduced 1.36%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
192,435
shares
|
$3.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
190,415
shares
|
$3.34 Million
0.02% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
190,152
shares
|
$3.34 Million
3.72% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
189,842
shares
|
$3.33 Million
0.61% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
188,500
shares
|
$3.31 Million
3.09% of portfolio
|
Q3 2023
Added 3.29%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
188,309
shares
|
$3.3 Million
0.46% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
184,351
shares
|
$3.23 Million
0.08% of portfolio
|
Q4 2023
Added 63.29%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
181,899
shares
|
$3.19 Million
1.44% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
181,626
shares
|
$3.19 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
180,926
shares
|
$3.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
179,917
shares
|
$3.16 Million
1.7% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
178,935
shares
|
$3.14 Million
2.66% of portfolio
|
Q1 2025
Reduced 49.24%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
176,331
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
175,770
shares
|
$3.08 Million
1.98% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
175,715
shares
|
$3.08 Million
1.17% of portfolio
|
Q1 2025
Added 112.81%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
174,714
shares
|
$3.06 Million
1.55% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
174,265
shares
|
$3.06 Million
0.79% of portfolio
|
Q1 2025
Added 444.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
172,952
shares
|
$3.03 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
171,226
shares
|
$3 Million
0.63% of portfolio
|
Q1 2025
Added 1.16%
|