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 1,407 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
62,947
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
62,849
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 40.28%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
62,586
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
62,468
shares
|
$1.07 Million
0.37% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
61,962
shares
|
$1.06 Million
0.29% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
61,950
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2022
Added 16.21%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
61,628
shares
|
$1.06 Million
0.25% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
61,077
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
60,486
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
60,189
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
60,157
shares
|
$1.03 Million
0.24% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
60,131
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
60,098
shares
|
$1.03 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
60,000
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
59,537
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
59,190
shares
|
$1.01 Million
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
59,141
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
58,741
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
58,016
shares
|
$993,814
0.34% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
57,776
shares
|
$989,702
2.18% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
57,703
shares
|
$988,452
0.41% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
57,686
shares
|
$988,161
0.58% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
57,529
shares
|
$985,471
0.0% of portfolio
|
Q2 2025
Reduced 46.28%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
57,198
shares
|
$979,801
0.44% of portfolio
|
Q2 2025
Added 24.32%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
57,133
shares
|
$978,688
0.3% of portfolio
|
Q2 2025
Added 17.71%
|