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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
39,067
shares
|
$677,031
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
39,000
shares
|
$675,869
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
38,941
shares
|
$674,847
0.02% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
38,838
shares
|
$673,062
0.06% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
38,572
shares
|
$668,452
0.22% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
38,465
shares
|
$666,598
0.1% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
38,431
shares
|
$666,009
0.25% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
38,212
shares
|
$662,213
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
38,175
shares
|
$661,572
0.05% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
38,172
shares
|
$661,520
0.04% of portfolio
|
Q2 2025
Reduced 48.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
38,085
shares
|
$660,013
0.03% of portfolio
|
Q1 2025
Added 19.27%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
38,039
shares
|
$659,215
0.17% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
38,000
shares
|
$658,539
0.17% of portfolio
|
Q1 2023
Added 1.33%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,971
shares
|
$658,037
0.05% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
37,940
shares
|
$657,500
0.02% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
37,771
shares
|
$654,571
0.05% of portfolio
|
Q2 2025
Reduced 90.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
37,741
shares
|
$654,051
0.13% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
37,566
shares
|
$651,018
0.0% of portfolio
|
Q4 2024
Reduced 43.26%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
37,550
shares
|
$650,741
0.09% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
37,425
shares
|
$648,575
0.18% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
37,347
shares
|
$647,223
0.01% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
37,266
shares
|
$645,819
0.19% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
37,180
shares
|
$644,329
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
37,072
shares
|
$642,457
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
36,751
shares
|
$636,894
0.05% of portfolio
|
Q1 2025
Reduced 14.04%
|