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 |
---|---|---|---|---|---|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
113,402
shares
|
$1.94 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
113,219
shares
|
$1.94 Million
0.6% of portfolio
|
Q2 2025
Added 5.27%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
112,491
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2025
Reduced 29.21%
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
112,094
shares
|
$1.92 Million
0.14% of portfolio
|
Q2 2025
Added 0.82%
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
111,917
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2025
Added 84.58%
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
111,842
shares
|
$1.92 Million
0.39% of portfolio
|
Q2 2025
Reduced 40.14%
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
110,838
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.55%
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
110,157
shares
|
$1.89 Million
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
108,696
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
108,673
shares
|
$1.86 Million
0.65% of portfolio
|
Q2 2025
Added 11.9%
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
107,942
shares
|
$1.85 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
Springhouse Capital Management, LP
Westport, CT |
Aug 14, 2023 Q2 2023 |
107,700
shares
|
$1.84 Million
3.0% of portfolio
|
Q3 2022
New holding
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
106,000
shares
|
$1.82 Million
0.47% of portfolio
|
Q1 2025
Added 107.84%
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
105,878
shares
|
$1.81 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
105,575
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2025
Added 3.75%
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
104,132
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
103,400
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2020
New holding
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
102,300
shares
|
$1.75 Million
0.55% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
102,167
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2025
Added 0.06%
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
101,678
shares
|
$1.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
100,683
shares
|
$1.72 Million
1.3% of portfolio
|
Q2 2025
Added 126.72%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
100,639
shares
|
$1.72 Million
0.62% of portfolio
|
Q2 2025
Reduced 36.73%
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
100,000
shares
|
$1.71 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
Taconic Capital Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
100,000
shares
|
$1.71 Million
0.17% of portfolio
|
Q4 2021
New holding
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
99,564
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|