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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
202,375
shares
|
$3.47 Million
0.3% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
199,670
shares
|
$3.42 Million
1.11% of portfolio
|
Q2 2025
Added 199.6%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
197,526
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
193,501
shares
|
$3.31 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
193,009
shares
|
$3.31 Million
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
192,800
shares
|
$3.3 Million
1.39% of portfolio
|
Q2 2025
Added 1407.78%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
192,000
shares
|
$3.29 Million
2.88% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
190,758
shares
|
$3.27 Million
0.14% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
189,299
shares
|
$3.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
188,858
shares
|
$3.24 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
188,309
shares
|
$3.23 Million
0.46% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
187,393
shares
|
$3.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
187,151
shares
|
$3.21 Million
0.14% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
185,530
shares
|
$3.18 Million
0.73% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
184,413
shares
|
$3.16 Million
1.84% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
184,351
shares
|
$3.16 Million
0.08% of portfolio
|
Q4 2023
Added 63.29%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
184,346
shares
|
$3.16 Million
1.52% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
183,583
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
182,437
shares
|
$3.13 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
181,282
shares
|
$3.11 Million
1.1% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
178,964
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
178,480
shares
|
$3.06 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
178,299
shares
|
$3.05 Million
0.73% of portfolio
|
Q2 2025
Added 51.99%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
177,814
shares
|
$3.05 Million
0.3% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
177,424
shares
|
$3.04 Million
1.01% of portfolio
|
Q2 2025
Added 0.97%
|