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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
13,435
shares
|
$230,141
0.12% of portfolio
|
Q2 2025
Added 325.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
13,433
shares
|
$230,107
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,418
shares
|
$229,850
0.02% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
13,355
shares
|
$228,771
0.0% of portfolio
|
Q2 2025
Added 18.08%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
13,347
shares
|
$228,634
0.06% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
13,263
shares
|
$227,195
0.01% of portfolio
|
Q2 2023
Reduced 1.49%
|
|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jul 23, 2025 Q2 2025 |
13,210
shares
|
$226,287
0.04% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
13,180
shares
|
$225,773
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
13,171
shares
|
$225,619
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,170
shares
|
$225,602
0.05% of portfolio
|
Q1 2025
Reduced 52.6%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
13,127
shares
|
$224,865
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
13,028
shares
|
$223,169
0.02% of portfolio
|
Q2 2024
Added 13.41%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,027
shares
|
$223,152
0.02% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
13,003
shares
|
$222,741
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
12,990
shares
|
$222,518
0.0% of portfolio
|
Q2 2024
Added 25.02%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
12,987
shares
|
$222,467
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
12,862
shares
|
$220,326
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
12,799
shares
|
$219,246
0.02% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
12,798
shares
|
$219,229
0.13% of portfolio
|
Q2 2025
Reduced 25.52%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
12,794
shares
|
$219,161
0.21% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
12,785
shares
|
$219,007
0.0% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
12,779
shares
|
$218,904
0.05% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
12,742
shares
|
$218,270
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
12,674
shares
|
$217,105
0.01% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,672
shares
|
$217,071
0.02% of portfolio
|
Q2 2025
Added 10.87%
|