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 1,261 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
4,963
shares
|
$98,912
0.01% of portfolio
|
Q3 2023
Added 8.17%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,873
shares
|
$97,118
0.05% of portfolio
|
Q4 2024
Added 18.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
4,860
shares
|
$96,859
0.03% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,838
shares
|
$96,421
0.0% of portfolio
|
Q3 2024
Reduced 38.76%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,710
shares
|
$93,870
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,638
shares
|
$92,435
0.01% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
4,543
shares
|
$90,541
0.06% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$89,685
0.02% of portfolio
|
Q3 2023
Added 125.0%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
4,451
shares
|
$88,708
0.01% of portfolio
|
Q2 2020
Reduced 67.95%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,450
shares
|
$88,688
0.0% of portfolio
|
Q3 2024
Added 56.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
4,222
shares
|
$84,144
0.0% of portfolio
|
Q2 2024
Reduced 54.7%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
4,200
shares
|
$83,706
0.0% of portfolio
|
Q2 2024
Reduced 24.12%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,170
shares
|
$83,108
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
4,070
shares
|
$81,115
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
4,065
shares
|
$81,015
0.02% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
4,000
shares
|
$79,720
0.01% of portfolio
|
Q4 2024
Reduced 46.58%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$79,720
0.03% of portfolio
|
Q4 2023
Reduced 29.86%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$79,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
3,884
shares
|
$77,408
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,840
shares
|
$76,531
0.01% of portfolio
|
Q4 2023
Reduced 41.23%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
3,694
shares
|
$73,621
0.05% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
3,649
shares
|
$72,724
0.01% of portfolio
|
Q4 2024
Added 17.98%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,625
shares
|
$72,246
0.0% of portfolio
|
Q3 2024
Reduced 58.12%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,614
shares
|
$72,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$71,748
0.01% of portfolio
|
Q2 2024
Reduced 6.49%
|