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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
24,439
shares
|
$418,640
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
24,422
shares
|
$418,348
0.09% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
24,419
shares
|
$418,297
0.08% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
24,206
shares
|
$414,648
0.37% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
24,079
shares
|
$412,473
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
24,059
shares
|
$412,130
0.06% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
24,056
shares
|
$412,079
0.01% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
24,017
shares
|
$411,411
0.01% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
24,000
shares
|
$411,120
0.09% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
23,846
shares
|
$408,481
0.01% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
23,797
shares
|
$407,642
0.39% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,740
shares
|
$406,666
0.04% of portfolio
|
Q2 2025
Reduced 47.17%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
23,703
shares
|
$406,032
0.1% of portfolio
|
Q2 2025
Added 5825.75%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
23,534
shares
|
$403,137
0.03% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
23,529
shares
|
$403,051
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
23,490
shares
|
$402,383
0.38% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
23,439
shares
|
$401,510
0.1% of portfolio
|
Q3 2024
Added 31.64%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
23,419
shares
|
$401,167
0.08% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,411
shares
|
$401,030
0.02% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
23,344
shares
|
$399,882
0.12% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
23,178
shares
|
$397,039
0.11% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
23,112
shares
|
$395,908
0.26% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
23,037
shares
|
$394,623
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
23,000
shares
|
$393,990
0.06% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
22,994
shares
|
$393,887
0.02% of portfolio
|
Q2 2024
Added 7.23%
|