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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
121,543
shares
|
$2.13 Million
0.09% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
121,518
shares
|
$2.13 Million
0.14% of portfolio
|
Q1 2023
Reduced 0.62%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
118,984
shares
|
$2.09 Million
0.56% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
117,901
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
117,312
shares
|
$2.06 Million
0.58% of portfolio
|
Q1 2025
Added 316.9%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
117,024
shares
|
$2.05 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
116,800
shares
|
$2.05 Million
1.58% of portfolio
|
Q1 2025
Reduced 78.62%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
115,973
shares
|
$2.03 Million
0.93% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
115,888
shares
|
$2.03 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
115,437
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2021
Reduced 50.86%
|
|
|
Ellsworth Advisors, LLC
|
May 28, 2025 Q1 2025 |
114,086
shares
|
$2 Million
0.57% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
113,656
shares
|
$1.99 Million
1.57% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
113,402
shares
|
$1.99 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
113,180
shares
|
$1.99 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
111,181
shares
|
$1.95 Million
0.16% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
110,296
shares
|
$1.93 Million
0.1% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
110,157
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
109,500
shares
|
$1.92 Million
2.06% of portfolio
|
Q4 2024
New holding
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
109,215
shares
|
$1.92 Million
0.74% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
109,151
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
108,696
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
107,728
shares
|
$1.89 Million
0.09% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
107,700
shares
|
$1.89 Million
3.0% of portfolio
|
Q3 2022
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
107,554
shares
|
$1.89 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
107,096
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 10.48%
|