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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
10,697
shares
|
$183,239
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,670
shares
|
$182,777
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
10,668
shares
|
$182,742
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
10,667
shares
|
$182,725
0.01% of portfolio
|
Q1 2025
Reduced 39.4%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
10,655
shares
|
$182,520
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
10,647
shares
|
$182,383
0.06% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
10,634
shares
|
$182,160
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
10,603
shares
|
$181,629
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
10,584
shares
|
$181,303
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,561
shares
|
$180,909
0.15% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
10,560
shares
|
$180,892
0.03% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
10,550
shares
|
$180,721
0.08% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
10,513
shares
|
$180,087
0.06% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
10,502
shares
|
$179,899
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
10,464
shares
|
$179,248
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
10,401
shares
|
$178,169
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
10,400
shares
|
$178,152
0.03% of portfolio
|
Q4 2022
Reduced 5.45%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
10,393
shares
|
$178,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
10,350
shares
|
$177,295
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
10,326
shares
|
$176,884
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,300
shares
|
$176,439
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
10,196
shares
|
$174,657
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
10,170
shares
|
$174,212
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,152
shares
|
$173,903
0.08% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
10,141
shares
|
$173,715
0.01% of portfolio
|
Q2 2025
New holding
|