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 |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
27,257
shares
|
$482,994
0.05% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
27,222
shares
|
$482,373
0.0% of portfolio
|
Q2 2025
Added 57.13%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
27,154
shares
|
$481,168
0.03% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
27,059
shares
|
$479,485
0.38% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
27,024
shares
|
$478,865
0.05% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
26,889
shares
|
$476,473
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,839
shares
|
$475,587
0.05% of portfolio
|
Q1 2025
Added 67.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
26,827
shares
|
$475,374
0.02% of portfolio
|
Q2 2025
Reduced 26.14%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
26,520
shares
|
$469,934
0.09% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
26,477
shares
|
$469,172
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
26,382
shares
|
$467,489
0.11% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
26,344
shares
|
$466,815
0.14% of portfolio
|
Q3 2024
Added 10.48%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
26,181
shares
|
$463,927
0.21% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
26,177
shares
|
$463,856
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
26,029
shares
|
$461,233
0.31% of portfolio
|
Q3 2024
Added 101.68%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
26,028
shares
|
$461,216
0.48% of portfolio
|
Q4 2022
Added 2.15%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
25,952
shares
|
$459,869
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
25,847
shares
|
$458,008
0.17% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
25,830
shares
|
$457,707
0.05% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
25,617
shares
|
$453,933
0.01% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
25,617
shares
|
$453,933
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
25,493
shares
|
$451,735
0.0% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
25,450
shares
|
$450,974
0.09% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
25,317
shares
|
$448,617
0.01% of portfolio
|
Q1 2024
Reduced 85.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25,306
shares
|
$448,422
0.07% of portfolio
|
Q2 2022
Added 0.51%
|