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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
13,763
shares
|
$238,512
0.02% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,759
shares
|
$238,443
0.01% of portfolio
|
Q1 2025
Added 35.16%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,731
shares
|
$237,958
0.01% of portfolio
|
Q4 2021
Reduced 2.68%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,723
shares
|
$237,819
0.16% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
13,675
shares
|
$236,987
0.03% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
13,664
shares
|
$236,797
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
13,632
shares
|
$236,242
0.06% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
13,619
shares
|
$236,017
0.07% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
13,575
shares
|
$235,254
0.17% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
13,551
shares
|
$234,838
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
13,535
shares
|
$234,561
0.03% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
13,525
shares
|
$234,388
0.07% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
13,500
shares
|
$233,954
0.09% of portfolio
|
Q3 2023
Added 22.73%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
May 08, 2025 Q1 2025 |
13,490
shares
|
$233,781
0.18% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
13,467
shares
|
$233,383
0.09% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
13,458
shares
|
$233,227
0.15% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
13,442
shares
|
$232,949
0.0% of portfolio
|
Q1 2023
Reduced 59.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
13,428
shares
|
$232,707
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,418
shares
|
$232,533
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
13,300
shares
|
$230,488
0.06% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
13,263
shares
|
$229,847
0.01% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 22, 2025 Q2 2025 |
13,210
shares
|
$228,929
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,180
shares
|
$228,409
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
13,171
shares
|
$228,253
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
13,170
shares
|
$228,236
0.06% of portfolio
|
Q1 2025
Reduced 52.6%
|