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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
64,000
shares
|
$1.11 Million
0.32% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
63,900
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
63,700
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2025
Reduced 20.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
63,655
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
63,466
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
63,434
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
62,586
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
62,268
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
61,950
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2022
Added 16.21%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
61,628
shares
|
$1.07 Million
0.25% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
61,465
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
60,676
shares
|
$1.05 Million
0.41% of portfolio
|
Q1 2025
Added 55.59%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
60,674
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 44.6%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
60,662
shares
|
$1.05 Million
1.0% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
60,634
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
60,143
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
60,000
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
59,337
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 72.81%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
59,156
shares
|
$1.03 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
59,141
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
59,013
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
58,444
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
58,181
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
57,776
shares
|
$1 Million
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
57,703
shares
|
$999,992
0.41% of portfolio
|
Q2 2025
Added 26.04%
|