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 |
|---|---|---|---|---|---|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
10,879
shares
|
$188,533
0.01% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
10,874
shares
|
$188,446
0.07% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
10,798
shares
|
$187,129
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
10,761
shares
|
$186,488
0.02% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
10,697
shares
|
$185,379
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,670
shares
|
$184,911
0.02% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,667
shares
|
$184,859
0.01% of portfolio
|
Q1 2025
Reduced 39.4%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
10,655
shares
|
$184,651
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
10,647
shares
|
$184,512
0.06% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
10,584
shares
|
$183,420
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
10,565
shares
|
$183,091
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
10,546
shares
|
$182,762
0.03% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
10,535
shares
|
$182,571
0.16% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
10,520
shares
|
$182,311
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
10,513
shares
|
$182,190
0.06% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
10,508
shares
|
$182,103
0.01% of portfolio
|
Q3 2024
Added 26.5%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
10,500
shares
|
$181,964
0.16% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
10,464
shares
|
$181,341
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,400
shares
|
$180,231
0.03% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
10,386
shares
|
$179,989
0.05% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
10,350
shares
|
$179,365
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
10,326
shares
|
$178,949
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,300
shares
|
$178,498
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
10,270
shares
|
$177,979
0.0% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
10,196
shares
|
$176,696
0.04% of portfolio
|
Q3 2024
New holding
|