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 |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
42,160
shares
|
$730,632
0.12% of portfolio
|
Q1 2025
Reduced 78.15%
|
|
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
May 15, 2025 Q1 2025 |
42,049
shares
|
$728,709
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
42,002
shares
|
$727,894
0.56% of portfolio
|
Q2 2025
Reduced 34.23%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
41,999
shares
|
$727,842
0.02% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
41,960
shares
|
$727,166
0.08% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
41,905
shares
|
$726,213
0.09% of portfolio
|
Q4 2022
Added 121.66%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
41,890
shares
|
$725,953
0.26% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
41,602
shares
|
$720,962
0.04% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
41,522
shares
|
$719,576
0.17% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
41,402
shares
|
$717,496
0.07% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
41,302
shares
|
$715,763
0.24% of portfolio
|
Q4 2021
Added 17.3%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
41,086
shares
|
$712,020
0.27% of portfolio
|
Q2 2025
Reduced 37.61%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,056
shares
|
$711,500
0.35% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
40,713
shares
|
$705,556
0.1% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
40,466
shares
|
$701,275
0.03% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
40,315
shares
|
$698,658
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
39,934
shares
|
$692,056
0.26% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
39,929
shares
|
$691,969
0.03% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
39,840
shares
|
$690,427
0.07% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
39,717
shares
|
$688,295
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
39,543
shares
|
$685,280
0.06% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
39,478
shares
|
$684,153
0.1% of portfolio
|
Q1 2025
Added 289.52%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
39,280
shares
|
$680,722
0.01% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
39,205
shares
|
$679,422
1.75% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
39,115
shares
|
$677,862
0.26% of portfolio
|
Q2 2023
Reduced 8.77%
|