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 |
|---|---|---|---|---|---|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
29,192
shares
|
$586,467
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29,117
shares
|
$584,960
0.19% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
29,032
shares
|
$583,252
0.11% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
29,016
shares
|
$582,931
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
28,947
shares
|
$581,545
0.04% of portfolio
|
Q4 2024
Reduced 67.61%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
28,875
shares
|
$580,098
0.03% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
28,842
shares
|
$579,435
0.12% of portfolio
|
Q2 2023
Reduced 1.67%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
28,835
shares
|
$579,295
0.01% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,794
shares
|
$578,471
0.16% of portfolio
|
Q4 2023
Added 10.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
28,610
shares
|
$574,774
0.01% of portfolio
|
Q4 2024
Added 107.82%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
28,453
shares
|
$571,620
0.08% of portfolio
|
Q3 2024
Added 40.85%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
28,354
shares
|
$569,631
0.05% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Feb 05, 2025 Q4 2024 |
28,307
shares
|
$568,687
0.16% of portfolio
|
Q4 2024
Reduced 68.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,203
shares
|
$566,598
0.01% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
28,103
shares
|
$564,589
0.03% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
28,092
shares
|
$564,368
0.02% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
27,962
shares
|
$561,756
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
27,793
shares
|
$558,361
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
27,658
shares
|
$555,649
0.08% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Partners Group Holding Ag
Baar Zug, V8 |
Nov 13, 2024 Q3 2024 |
27,555
shares
|
$553,579
0.03% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
27,509
shares
|
$552,655
0.03% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
27,391
shares
|
$550,285
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
27,243
shares
|
$547,311
0.0% of portfolio
|
Q4 2024
Added 44.53%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
27,191
shares
|
$546,267
0.03% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
27,134
shares
|
$545,122
0.12% of portfolio
|
Q4 2021
Reduced 4.69%
|