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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
20,090
shares
|
$344,141
0.07% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
20,054
shares
|
$343,525
0.47% of portfolio
|
Q2 2025
Added 36.62%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,043
shares
|
$343,336
0.22% of portfolio
|
Q2 2023
Reduced 82.9%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
19,900
shares
|
$340,887
0.4% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
19,854
shares
|
$340,099
0.13% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
19,805
shares
|
$339,259
0.0% of portfolio
|
Q2 2025
Reduced 39.72%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
19,793
shares
|
$339,054
0.08% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
19,763
shares
|
$338,540
0.07% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
19,691
shares
|
$337,306
0.12% of portfolio
|
Q2 2025
Added 49.63%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
19,572
shares
|
$335,268
0.06% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
19,537
shares
|
$334,668
0.11% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
19,353
shares
|
$331,516
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,335
shares
|
$331,208
0.03% of portfolio
|
Q1 2023
Added 105.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
19,298
shares
|
$330,574
0.12% of portfolio
|
Q1 2023
Added 16.34%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,203
shares
|
$328,947
0.11% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
19,200
shares
|
$328,896
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
19,096
shares
|
$327,114
0.13% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
19,003
shares
|
$325,521
0.04% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
19,000
shares
|
$325,470
0.05% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
18,996
shares
|
$325,401
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
18,993
shares
|
$325,350
0.01% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,930
shares
|
$324,270
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
18,873
shares
|
$323,294
0.28% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
18,835
shares
|
$322,643
0.05% of portfolio
|
Q2 2022
Reduced 8.64%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
18,770
shares
|
$321,530
0.14% of portfolio
|
Q2 2025
Reduced 1.38%
|