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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
36,381
shares
|
$730,894
0.04% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
36,093
shares
|
$725,108
0.12% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
36,066
shares
|
$724,565
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
35,782
shares
|
$718,860
0.38% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
35,615
shares
|
$715,505
0.27% of portfolio
|
Q4 2024
Added 43.11%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
35,466
shares
|
$712,511
0.01% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
35,416
shares
|
$711,507
0.01% of portfolio
|
Q3 2024
Added 190.84%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
35,386
shares
|
$710,904
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
35,317
shares
|
$709,518
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
35,159
shares
|
$706,344
0.1% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
35,000
shares
|
$703,150
1.08% of portfolio
|
Q4 2022
Added 204.35%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
34,898
shares
|
$701,100
0.25% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
34,833
shares
|
$699,794
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
34,814
shares
|
$699,413
0.14% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
34,713
shares
|
$697,384
0.11% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
34,361
shares
|
$690,312
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
34,320
shares
|
$689,488
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
34,294
shares
|
$688,966
0.04% of portfolio
|
Q4 2024
Added 8.49%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
34,240
shares
|
$687,881
0.12% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
34,172
shares
|
$686,515
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
34,121
shares
|
$685,490
0.19% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
34,078
shares
|
$684,627
0.49% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
34,056
shares
|
$684,185
0.14% of portfolio
|
Q3 2023
Reduced 8.71%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
34,053
shares
|
$684,124
0.05% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
34,004
shares
|
$683,140
0.02% of portfolio
|
Q4 2024
Added 12.49%
|