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 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
20,121
shares
|
$342,258
0.0% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
20,086
shares
|
$341,662
0.01% of portfolio
|
Q3 2025
Added 215.82%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,043
shares
|
$340,931
0.19% of portfolio
|
Q2 2023
Reduced 82.9%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
20,000
shares
|
$340,200
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
19,969
shares
|
$339,672
0.03% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
19,962
shares
|
$339,553
0.02% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
19,954
shares
|
$339,417
0.04% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
19,917
shares
|
$338,788
0.1% of portfolio
|
Q3 2025
Added 36.47%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
19,866
shares
|
$337,920
0.24% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
19,864
shares
|
$337,886
0.11% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
19,749
shares
|
$335,930
0.1% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
19,694
shares
|
$334,994
0.0% of portfolio
|
Q3 2025
Added 21.01%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,335
shares
|
$328,888
0.03% of portfolio
|
Q1 2023
Added 105.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
19,298
shares
|
$328,258
0.12% of portfolio
|
Q1 2023
Added 16.34%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
19,278
shares
|
$327,918
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
19,200
shares
|
$326,592
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
19,150
shares
|
$325,741
0.09% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
19,111
shares
|
$325,078
0.13% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
19,031
shares
|
$323,717
0.02% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
19,018
shares
|
$323,496
0.01% of portfolio
|
Q3 2025
Reduced 25.02%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
19,003
shares
|
$323,241
0.04% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
18,996
shares
|
$323,121
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
18,993
shares
|
$323,070
0.01% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
18,867
shares
|
$320,927
0.02% of portfolio
|
Q3 2025
Added 13.93%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
18,835
shares
|
$320,383
0.05% of portfolio
|
Q2 2022
Reduced 8.64%
|
|