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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
29,712
shares
|
$526,496
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
29,632
shares
|
$525,079
0.01% of portfolio
|
Q2 2025
Added 43.62%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
29,611
shares
|
$524,706
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
29,117
shares
|
$515,953
0.19% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
29,016
shares
|
$514,163
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
29,000
shares
|
$513,879
0.28% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
28,979
shares
|
$513,507
0.05% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
28,972
shares
|
$513,383
0.04% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
28,842
shares
|
$511,080
0.12% of portfolio
|
Q2 2023
Reduced 1.67%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
28,835
shares
|
$510,956
0.01% of portfolio
|
Q3 2024
Reduced 25.78%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
28,833
shares
|
$510,920
0.24% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
28,794
shares
|
$510,229
0.16% of portfolio
|
Q4 2023
Added 10.16%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
28,759
shares
|
$509,609
0.01% of portfolio
|
Q1 2025
Reduced 70.66%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
28,743
shares
|
$509,325
0.03% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
28,706
shares
|
$508,670
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
28,453
shares
|
$504,187
0.08% of portfolio
|
Q3 2024
Added 40.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,203
shares
|
$499,757
0.01% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
28,103
shares
|
$497,985
0.03% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
28,052
shares
|
$497,081
0.12% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
27,648
shares
|
$489,922
0.05% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
27,563
shares
|
$488,416
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
27,420
shares
|
$485,882
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
27,391
shares
|
$485,368
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
27,345
shares
|
$484,553
0.04% of portfolio
|
Q2 2025
Added 137.76%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
27,310
shares
|
$483,933
0.01% of portfolio
|
Q2 2025
Added 11.59%
|