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 1,389 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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
71,851
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.96%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
71,166
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
70,512
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
70,072
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
70,000
shares
|
$1.21 Million
0.26% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
69,937
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 92.38%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
69,928
shares
|
$1.21 Million
0.24% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
69,721
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
69,013
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
68,968
shares
|
$1.2 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
68,761
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
68,724
shares
|
$1.19 Million
0.24% of portfolio
|
Q4 2024
Added 435.48%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
68,250
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
68,131
shares
|
$1.18 Million
0.39% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
68,059
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Scp Investment, LP
|
May 08, 2025 Q1 2025 |
67,800
shares
|
$1.17 Million
1.01% of portfolio
|
Q1 2025
Added 152.99%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
67,353
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,171
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2024
Added 19.8%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
67,128
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
66,646
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
66,510
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
66,500
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Added 454.17%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
65,025
shares
|
$1.13 Million
0.37% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
64,775
shares
|
$1.12 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
64,254
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.55%
|