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 |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
32,085
shares
|
$549,616
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
32,002
shares
|
$548,194
0.07% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
32,000
shares
|
$548,160
0.1% of portfolio
|
Q4 2022
Added 28.0%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
32,000
shares
|
$548,160
0.1% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
31,912
shares
|
$546,652
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,892
shares
|
$546,309
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
31,789
shares
|
$544,545
0.03% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
31,716
shares
|
$543,295
0.23% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
31,682
shares
|
$542,712
0.02% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 13, 2025 Q2 2025 |
31,670
shares
|
$542,507
1.75% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
31,667
shares
|
$542,455
0.02% of portfolio
|
Q3 2023
Reduced 56.36%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
31,642
shares
|
$542,027
0.07% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
31,559
shares
|
$540,605
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
31,545
shares
|
$540,365
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
31,441
shares
|
$538,584
0.07% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
31,231
shares
|
$534,987
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
31,209
shares
|
$534,610
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
|
$534,250
0.01% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
31,057
shares
|
$532,006
0.16% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
31,022
shares
|
$531,406
0.11% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
30,801
shares
|
$527,621
0.05% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
30,767
shares
|
$527,038
0.08% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
30,700
shares
|
$525,891
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
30,665
shares
|
$525,291
0.06% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
30,524
shares
|
$522,876
0.05% of portfolio
|
Q2 2025
Added 2.22%
|