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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,835
shares
|
$811,650
0.11% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
46,661
shares
|
$808,635
0.8% of portfolio
|
Q1 2025
Reduced 31.82%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
46,382
shares
|
$803,800
0.17% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
46,240
shares
|
$801,339
0.06% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
46,138
shares
|
$799,571
0.51% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
46,084
shares
|
$798,635
0.52% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
46,010
shares
|
$797,353
0.38% of portfolio
|
Q1 2025
Reduced 16.38%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
45,958
shares
|
$796,452
0.22% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
45,405
shares
|
$786,868
0.07% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
45,219
shares
|
$783,645
0.11% of portfolio
|
Q1 2025
Added 82.36%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
44,940
shares
|
$778,810
0.09% of portfolio
|
Q1 2025
Added 81.65%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
44,795
shares
|
$776,297
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
44,629
shares
|
$773,420
0.01% of portfolio
|
Q2 2025
Reduced 26.81%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
44,409
shares
|
$769,607
0.69% of portfolio
|
Q1 2025
Added 49.11%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
44,230
shares
|
$766,505
0.4% of portfolio
|
Q1 2025
Added 25.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
44,004
shares
|
$762,589
0.06% of portfolio
|
Q2 2025
Added 22.45%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
43,852
shares
|
$759,955
0.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
43,640
shares
|
$756,281
0.02% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
43,413
shares
|
$752,347
0.2% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
42,916
shares
|
$743,734
0.38% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
42,759
shares
|
$741,013
0.06% of portfolio
|
Q2 2025
Added 52.57%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
42,678
shares
|
$739,609
0.11% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
42,386
shares
|
$734,549
0.13% of portfolio
|
Q1 2025
Added 244.85%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
42,343
shares
|
$733,804
0.16% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
42,205
shares
|
$731,412
0.01% of portfolio
|
Q1 2025
Added 27.55%
|