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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
14,137
shares
|
$242,166
0.45% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,063
shares
|
$240,899
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
14,000
shares
|
$239,820
0.19% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
13,993
shares
|
$239,700
0.13% of portfolio
|
Q2 2025
Reduced 32.23%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
13,952
shares
|
$238,997
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
13,919
shares
|
$238,432
0.02% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Aug 12, 2025 Q2 2025 |
13,900
shares
|
$238,107
0.0% of portfolio
|
Q1 2025
Reduced 81.72%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
13,898
shares
|
$238,072
0.17% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
13,860
shares
|
$237,421
0.05% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
13,814
shares
|
$236,633
0.1% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
13,731
shares
|
$235,212
0.01% of portfolio
|
Q4 2021
Reduced 2.68%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
13,723
shares
|
$235,074
0.16% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,702
shares
|
$234,715
0.15% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
13,667
shares
|
$234,115
0.13% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
13,664
shares
|
$234,064
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
13,619
shares
|
$233,293
0.07% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
13,616
shares
|
$233,242
0.01% of portfolio
|
Q2 2025
Added 34.24%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
13,579
shares
|
$232,608
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
13,575
shares
|
$232,539
0.14% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
13,528
shares
|
$231,734
0.07% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
13,525
shares
|
$231,683
0.07% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
13,500
shares
|
$231,255
0.09% of portfolio
|
Q3 2023
Added 22.73%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Aug 11, 2025 Q2 2025 |
13,490
shares
|
$231,083
0.17% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
13,480
shares
|
$230,912
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
13,442
shares
|
$230,261
0.0% of portfolio
|
Q1 2023
Reduced 59.88%
|