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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,962
shares
|
$282,846
0.03% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
15,935
shares
|
$282,368
0.08% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
15,917
shares
|
$282,049
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
15,912
shares
|
$281,960
0.02% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
15,796
shares
|
$279,905
0.2% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
15,716
shares
|
$278,487
0.26% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
15,700
shares
|
$278,204
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15,605
shares
|
$276,520
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
15,540
shares
|
$275,368
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,523
shares
|
$275,067
0.02% of portfolio
|
Q1 2025
Added 6.3%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
15,500
shares
|
$274,660
0.1% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
15,432
shares
|
$273,455
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
15,400
shares
|
$272,888
0.2% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
15,373
shares
|
$272,409
0.16% of portfolio
|
Q2 2025
Reduced 32.71%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
15,373
shares
|
$272,409
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
15,341
shares
|
$271,842
0.04% of portfolio
|
Q1 2024
Reduced 24.58%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
15,288
shares
|
$270,903
0.07% of portfolio
|
Q2 2021
Added 1.92%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
15,268
shares
|
$270,548
0.1% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
15,268
shares
|
$270,548
0.08% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
15,256
shares
|
$270,336
0.0% of portfolio
|
Q2 2023
Added 24.03%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
15,175
shares
|
$268,901
0.02% of portfolio
|
Q1 2025
Reduced 40.21%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
15,103
shares
|
$267,625
0.01% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
15,067
shares
|
$266,987
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
14,985
shares
|
$265,534
0.03% of portfolio
|
Q2 2025
Added 20.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
14,965
shares
|
$265,179
0.06% of portfolio
|
Q2 2025
New holding
|