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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
18,746
shares
|
$321,118
0.02% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
18,725
shares
|
$320,759
0.01% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
18,648
shares
|
$319,440
0.08% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
18,644
shares
|
$319,371
0.0% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
18,640
shares
|
$319,303
0.21% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
18,597
shares
|
$318,566
0.26% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
18,569
shares
|
$318,086
0.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
18,514
shares
|
$317,144
0.13% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
18,440
shares
|
$315,877
0.06% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
18,399
shares
|
$315,174
0.04% of portfolio
|
Q4 2021
Added 37.32%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
18,390
shares
|
$315,020
0.01% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
18,278
shares
|
$313,102
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,150
shares
|
$310,909
0.1% of portfolio
|
Q2 2025
Added 30.58%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
18,147
shares
|
$310,858
0.09% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,051
shares
|
$309,213
0.03% of portfolio
|
Q4 2022
Added 2.85%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
18,050
shares
|
$309,196
0.08% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
17,972
shares
|
$307,860
0.12% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
17,894
shares
|
$306,524
0.14% of portfolio
|
Q2 2025
Added 48.18%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
17,878
shares
|
$306,250
0.03% of portfolio
|
Q2 2024
Added 34.12%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
17,850
shares
|
$305,770
0.21% of portfolio
|
Q2 2021
Reduced 32.64%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
17,843
shares
|
$305,650
0.0% of portfolio
|
Q2 2025
Added 48.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,837
shares
|
$305,547
0.01% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
17,800
shares
|
$304,914
0.35% of portfolio
|
Q4 2023
Added 9.2%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
17,785
shares
|
$304,657
0.02% of portfolio
|
Q2 2025
Reduced 14.46%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
17,754
shares
|
$304,126
0.02% of portfolio
|
Q2 2025
Added 3.0%
|