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 $18.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
14,712
shares
|
$254,958
0.04% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
14,620
shares
|
$253,364
0.05% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
14,563
shares
|
$252,376
0.2% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,488
shares
|
$251,077
0.02% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
14,486
shares
|
$251,042
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
14,470
shares
|
$250,765
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
14,464
shares
|
$250,661
0.0% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
14,446
shares
|
$250,349
0.36% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
14,426
shares
|
$250,002
0.1% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
14,264
shares
|
$247,195
0.0% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
14,171
shares
|
$245,583
0.15% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
14,160
shares
|
$245,392
0.05% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
14,137
shares
|
$244,994
0.45% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
14,127
shares
|
$244,820
0.06% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
14,109
shares
|
$244,508
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
14,096
shares
|
$244,283
0.05% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
14,039
shares
|
$243,295
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
14,000
shares
|
$242,619
0.22% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
13,993
shares
|
$242,498
0.13% of portfolio
|
Q2 2025
Reduced 32.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
13,958
shares
|
$241,892
0.02% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
13,952
shares
|
$241,788
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
13,898
shares
|
$240,852
0.17% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
13,848
shares
|
$239,985
0.03% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
13,814
shares
|
$239,396
0.1% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
13,767
shares
|
$238,582
0.01% of portfolio
|
Q1 2025
Reduced 51.88%
|