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 |
---|---|---|---|---|---|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
107,064
shares
|
$1.88 Million
1.0% of portfolio
|
Q1 2025
Added 4.46%
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
106,632
shares
|
$1.87 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
106,000
shares
|
$1.86 Million
0.52% of portfolio
|
Q1 2025
Added 107.84%
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
105,878
shares
|
$1.86 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
105,239
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Added 2.22%
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
104,849
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2025
Added 22.73%
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
103,400
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2020
New holding
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
102,103
shares
|
$1.79 Million
0.29% of portfolio
|
Q1 2025
Added 0.05%
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
101,756
shares
|
$1.78 Million
0.24% of portfolio
|
Q1 2025
Added 215.79%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
101,699
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 12.67%
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
May 14, 2025 Q1 2025 |
100,000
shares
|
$1.75 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
Taconic Capital Advisors LP
New York, NY |
May 15, 2025 Q1 2025 |
100,000
shares
|
$1.75 Million
0.45% of portfolio
|
Q4 2021
New holding
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
99,564
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
98,594
shares
|
$1.73 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
98,489
shares
|
$1.73 Million
0.17% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
98,295
shares
|
$1.72 Million
0.1% of portfolio
|
Q4 2024
Added 2.44%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
98,039
shares
|
$1.72 Million
0.49% of portfolio
|
Q2 2025
Added 0.96%
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
98,006
shares
|
$1.72 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
97,119
shares
|
$1.7 Million
0.63% of portfolio
|
Q1 2025
Added 8.78%
|
|
Four World Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
96,500
shares
|
$1.69 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
95,356
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2023
Added 60.16%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
94,962
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Added 1.22%
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
94,504
shares
|
$1.66 Million
0.11% of portfolio
|
Q1 2025
Added 7.75%
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
94,271
shares
|
$1.65 Million
0.2% of portfolio
|
Q1 2025
Reduced 17.3%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
94,155
shares
|
$1.65 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.66%
|