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 |
|---|---|---|---|---|---|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
12,335
shares
|
$213,765
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
12,326
shares
|
$213,609
0.06% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
12,300
shares
|
$213,158
0.01% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
12,290
shares
|
$212,985
0.02% of portfolio
|
Q2 2024
Added 567.93%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
12,086
shares
|
$209,450
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
May 15, 2025 Q1 2025 |
12,027
shares
|
$208,427
0.03% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
12,015
shares
|
$208,219
0.0% of portfolio
|
Q1 2025
Added 14.69%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
12,011
shares
|
$208,150
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
12,009
shares
|
$208,115
0.06% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
12,004
shares
|
$208,029
0.07% of portfolio
|
Q4 2018
Added 23.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
11,989
shares
|
$207,769
0.02% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
11,987
shares
|
$207,734
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
11,887
shares
|
$206,001
0.12% of portfolio
|
Q1 2024
Reduced 33.54%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,869
shares
|
$205,689
0.02% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
11,847
shares
|
$205,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
11,796
shares
|
$204,424
0.08% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
11,786
shares
|
$204,251
0.17% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,751
shares
|
$203,644
0.1% of portfolio
|
Q2 2025
Reduced 47.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
11,718
shares
|
$203,072
0.01% of portfolio
|
Q1 2025
Reduced 15.75%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
11,695
shares
|
$202,674
0.04% of portfolio
|
Q2 2022
Added 4.74%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
11,615
shares
|
$201,287
0.0% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
11,612
shares
|
$201,235
0.13% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
11,609
shares
|
$201,183
0.01% of portfolio
|
Q2 2025
Reduced 28.14%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
11,605
shares
|
$201,114
0.06% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
11,596
shares
|
$200,958
0.01% of portfolio
|
Q2 2025
New holding
|