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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
19,096
shares
|
$338,381
0.13% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
19,003
shares
|
$336,733
0.04% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,930
shares
|
$335,439
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
18,835
shares
|
$333,756
0.05% of portfolio
|
Q2 2022
Reduced 8.64%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
18,800
shares
|
$333,136
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
18,770
shares
|
$332,604
0.14% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
18,753
shares
|
$332,303
0.07% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
18,746
shares
|
$332,179
0.02% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
18,725
shares
|
$331,807
0.01% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
18,673
shares
|
$330,885
0.0% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
18,648
shares
|
$330,442
0.08% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
18,640
shares
|
$330,300
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
18,507
shares
|
$327,944
0.03% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
18,496
shares
|
$327,749
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,450
shares
|
$326,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
18,417
shares
|
$326,349
0.09% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
18,399
shares
|
$326,030
0.04% of portfolio
|
Q4 2021
Added 37.32%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
18,329
shares
|
$324,789
0.31% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
18,321
shares
|
$324,648
0.12% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
18,302
shares
|
$324,311
0.18% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
18,278
shares
|
$323,886
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,150
shares
|
$321,618
0.1% of portfolio
|
Q2 2025
Added 30.58%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
18,147
shares
|
$321,564
0.09% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,051
shares
|
$319,863
0.03% of portfolio
|
Q4 2022
Added 2.85%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
18,051
shares
|
$319,863
0.01% of portfolio
|
Q1 2025
Reduced 61.45%
|