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 1,266 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
18,627
shares
|
$374,216
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,625
shares
|
$374,176
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
18,433
shares
|
$370,318
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,399
shares
|
$369,635
0.05% of portfolio
|
Q4 2021
Added 37.32%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
18,349
shares
|
$368,631
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
18,325
shares
|
$368,149
0.2% of portfolio
|
Q4 2024
Added 61.38%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
18,278
shares
|
$367,205
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,235
shares
|
$366,341
0.02% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,208
shares
|
$365,798
0.13% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
18,185
shares
|
$365,336
0.08% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
18,154
shares
|
$364,713
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
18,147
shares
|
$364,573
0.11% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
18,072
shares
|
$363,066
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,051
shares
|
$362,644
0.03% of portfolio
|
Q4 2022
Added 2.85%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,033
shares
|
$362,282
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
18,006
shares
|
$361,740
0.07% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
17,887
shares
|
$359,349
0.07% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
17,878
shares
|
$359,169
0.03% of portfolio
|
Q2 2024
Added 34.12%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
17,850
shares
|
$358,606
0.2% of portfolio
|
Q2 2021
Reduced 32.64%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
17,800
shares
|
$357,602
0.35% of portfolio
|
Q4 2023
Added 9.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
17,702
shares
|
$355,633
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
17,648
shares
|
$354,548
0.05% of portfolio
|
N/A
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
17,647
shares
|
$354,528
0.03% of portfolio
|
Q2 2024
Added 26.37%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
17,637
shares
|
$354,327
0.02% of portfolio
|
Q1 2021
Reduced 5.37%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
17,553
shares
|
$352,639
0.1% of portfolio
|
Q4 2024
Added 1.74%
|