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 |
|---|---|---|---|---|---|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
94,050
shares
|
$1.65 Million
0.86% of portfolio
|
Q2 2025
Added 370.25%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
93,649
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
92,015
shares
|
$1.61 Million
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
91,953
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
91,677
shares
|
$1.61 Million
0.06% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
89,263
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
88,950
shares
|
$1.56 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
88,838
shares
|
$1.56 Million
0.81% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
88,262
shares
|
$1.55 Million
0.89% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
86,649
shares
|
$1.52 Million
0.65% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
86,178
shares
|
$1.51 Million
0.26% of portfolio
|
Q2 2022
Added 2.37%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
85,514
shares
|
$1.5 Million
1.05% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
85,402
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
85,396
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2023
Added 13.01%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
85,318
shares
|
$1.5 Million
0.15% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
85,309
shares
|
$1.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
85,283
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
85,198
shares
|
$1.49 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
85,184
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
84,982
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
84,614
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Penbrook Management LLC
|
Apr 01, 2025 Q1 2025 |
83,465
shares
|
$1.46 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
83,042
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
82,034
shares
|
$1.44 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
80,640
shares
|
$1.41 Million
1.12% of portfolio
|
Q4 2021
New holding
|