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 |
|---|---|---|---|---|---|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
128,554
shares
|
$2.2 Million
2.0% of portfolio
|
Q2 2025
Added 41.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
128,135
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
128,038
shares
|
$2.19 Million
0.31% of portfolio
|
Q2 2025
Added 65.81%
|
|
|
Act Capital Management, LLC
Wayne, PA |
Nov 03, 2022 Q3 2022 |
127,800
shares
|
$2.19 Million
1.95% of portfolio
|
Q2 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
126,733
shares
|
$2.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
124,596
shares
|
$2.13 Million
0.07% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
123,218
shares
|
$2.11 Million
0.78% of portfolio
|
Q2 2025
Reduced 22.92%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
121,592
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
121,518
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2023
Reduced 0.62%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
121,000
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
119,645
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
119,035
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2025
Added 58.41%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
118,090
shares
|
$2.02 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
117,126
shares
|
$2.01 Million
0.37% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
116,677
shares
|
$2 Million
0.09% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
116,515
shares
|
$2 Million
0.72% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
116,114
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Tema Etfs LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
116,114
shares
|
$1.99 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
115,973
shares
|
$1.99 Million
0.74% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
Aug 14, 2025 Q2 2025 |
115,617
shares
|
$1.98 Million
2.12% of portfolio
|
Q2 2025
Added 174.96%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
115,437
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2021
Reduced 50.86%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
115,000
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
114,549
shares
|
$1.96 Million
0.31% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
114,454
shares
|
$1.96 Million
1.55% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Jcp Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
113,522
shares
|
$1.94 Million
1.19% of portfolio
|
Q2 2025
Reduced 83.41%
|