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 1,407 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
35,211
shares
|
$603,164
0.81% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
35,192
shares
|
$602,838
0.16% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
35,000
shares
|
$599,550
1.08% of portfolio
|
Q4 2022
Added 204.35%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
34,400
shares
|
$589,272
0.0% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
34,329
shares
|
$588,055
0.04% of portfolio
|
Q2 2025
Added 44.71%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
34,159
shares
|
$585,143
0.07% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
34,016
shares
|
$582,694
0.19% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
34,000
shares
|
$582,420
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
33,956
shares
|
$581,666
0.25% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
33,755
shares
|
$578,223
0.05% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
33,651
shares
|
$576,441
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
33,487
shares
|
$573,632
0.16% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
33,250
shares
|
$569,572
0.26% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,233
shares
|
$569,281
0.09% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
33,002
shares
|
$565,324
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
32,923
shares
|
$563,970
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
32,900
shares
|
$563,577
0.21% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
32,825
shares
|
$562,292
0.45% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
32,788
shares
|
$561,658
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
32,779
shares
|
$561,504
0.0% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
32,655
shares
|
$559,380
0.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
32,548
shares
|
$557,547
0.05% of portfolio
|
Q2 2025
Added 20.44%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
32,540
shares
|
$557,410
0.18% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
32,368
shares
|
$554,463
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
32,307
shares
|
$553,418
0.09% of portfolio
|
Q2 2025
Added 0.14%
|