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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
31,764
shares
|
$562,858
0.53% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
31,716
shares
|
$562,007
0.25% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
31,667
shares
|
$561,139
0.02% of portfolio
|
Q3 2023
Reduced 56.36%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
31,655
shares
|
$560,926
1.83% of portfolio
|
Q1 2025
Added 38.38%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
31,559
shares
|
$559,225
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
31,400
shares
|
$556,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
31,231
shares
|
$553,413
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
31,209
shares
|
$553,023
0.35% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
31,188
shares
|
$552,651
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
31,057
shares
|
$550,330
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
31,022
shares
|
$549,709
0.11% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
31,021
shares
|
$549,692
0.05% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
30,875
shares
|
$547,105
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
30,801
shares
|
$545,793
0.05% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
30,665
shares
|
$543,383
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
30,500
shares
|
$540,460
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
30,471
shares
|
$539,946
0.04% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
30,369
shares
|
$538,138
0.02% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
30,352
shares
|
$537,837
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
30,001
shares
|
$531,617
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
30,000
shares
|
$531,600
0.14% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
May 08, 2025 Q1 2025 |
30,000
shares
|
$531,600
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
29,943
shares
|
$530,589
0.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
29,861
shares
|
$529,136
0.05% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
29,725
shares
|
$526,727
0.14% of portfolio
|
Q1 2025
Reduced 61.44%
|