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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
33,014
shares
|
$572,132
0.03% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
32,961
shares
|
$571,214
0.03% of portfolio
|
Q1 2025
Reduced 43.99%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
32,856
shares
|
$569,394
0.0% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
32,825
shares
|
$568,857
0.47% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
32,775
shares
|
$567,990
0.04% of portfolio
|
Q1 2025
Added 41.38%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
32,755
shares
|
$567,644
0.06% of portfolio
|
Q2 2021
Reduced 1.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
32,715
shares
|
$566,950
0.09% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
32,706
shares
|
$566,794
0.23% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
32,677
shares
|
$566,292
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
32,587
shares
|
$564,732
0.02% of portfolio
|
Q1 2025
Added 32.85%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,550
shares
|
$564,091
0.01% of portfolio
|
Q1 2025
Added 112.05%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
32,540
shares
|
$563,918
0.18% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
32,261
shares
|
$559,083
0.1% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
32,184
shares
|
$557,748
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
32,074
shares
|
$555,842
0.0% of portfolio
|
Q1 2025
Added 42.08%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
32,002
shares
|
$554,594
0.07% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
32,000
shares
|
$554,560
0.1% of portfolio
|
Q4 2022
Added 28.0%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
32,000
shares
|
$554,560
0.1% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Jul 17, 2025 Q1 2025 |
32,000
shares
|
$554,560
0.01% of portfolio
|
Q3 2024
Added 447.19%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
31,969
shares
|
$554,022
0.17% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
31,912
shares
|
$553,034
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,892
shares
|
$552,688
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
31,854
shares
|
$552,029
0.03% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
31,764
shares
|
$550,470
0.53% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
31,716
shares
|
$549,638
0.25% of portfolio
|
Q1 2025
Reduced 13.62%
|