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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
21,555
shares
|
$369,237
0.08% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
21,500
shares
|
$368,295
0.05% of portfolio
|
Q2 2025
Added 36.94%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
21,441
shares
|
$367,284
0.08% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
21,434
shares
|
$367,164
0.06% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
21,425
shares
|
$367,010
0.43% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
21,327
shares
|
$365,331
0.01% of portfolio
|
Q2 2025
Added 54.91%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
21,083
shares
|
$361,151
0.17% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
21,040
shares
|
$360,415
0.05% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
21,030
shares
|
$360,243
0.12% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
20,948
shares
|
$358,839
0.01% of portfolio
|
Q4 2023
Added 5.13%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
20,919
shares
|
$358,342
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,842
shares
|
$357,023
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
20,795
shares
|
$356,218
0.16% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
20,784
shares
|
$356,029
0.1% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
20,739
shares
|
$355,259
0.04% of portfolio
|
Q2 2025
Added 103.74%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
20,696
shares
|
$354,522
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
20,620
shares
|
$353,220
0.03% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
20,555
shares
|
$352,107
0.23% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
20,539
shares
|
$351,833
0.09% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
20,502
shares
|
$351,199
0.22% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,476
shares
|
$350,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
20,399
shares
|
$349,434
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
20,391
shares
|
$349,297
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
20,300
shares
|
$347,739
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
20,288
shares
|
$347,533
0.14% of portfolio
|
Q1 2025
Reduced 3.39%
|