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 1,266 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
82,191
shares
|
$1.65 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
81,090
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
81,019
shares
|
$1.63 Million
0.6% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
80,640
shares
|
$1.62 Million
1.16% of portfolio
|
Q4 2021
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
79,760
shares
|
$1.6 Million
0.53% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
79,597
shares
|
$1.6 Million
0.18% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
78,832
shares
|
$1.58 Million
0.3% of portfolio
|
Q4 2024
Added 30.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
78,806
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
78,157
shares
|
$1.57 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
77,933
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
77,933
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2023
Reduced 2.51%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
77,595
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
77,339
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2023
Added 0.14%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
77,088
shares
|
$1.55 Million
0.41% of portfolio
|
Q4 2024
Added 63.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,978
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2024
Added 21.47%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
76,538
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2024
Reduced 18.87%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
76,244
shares
|
$1.53 Million
0.27% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
76,197
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
75,840
shares
|
$1.52 Million
0.39% of portfolio
|
Q3 2023
Reduced 92.87%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
75,393
shares
|
$1.51 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
75,204
shares
|
$1.51 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell Capital Management Inc
|
Feb 10, 2025 Q4 2024 |
74,000
shares
|
$1.49 Million
0.57% of portfolio
|
Q3 2024
Added 124.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
73,227
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Addis & Hill, Inc
Wayne, PA |
Jan 30, 2025 Q4 2024 |
72,653
shares
|
$1.46 Million
1.05% of portfolio
|
Q4 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
71,323
shares
|
$1.43 Million
0.07% of portfolio
|
Q4 2024
Added 0.49%
|