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 $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
10,270
shares
|
$181,984
0.0% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
10,196
shares
|
$180,673
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
10,179
shares
|
$180,371
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
10,170
shares
|
$180,212
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,164
shares
|
$180,106
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,152
shares
|
$179,893
0.08% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
10,143
shares
|
$179,733
0.02% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
10,141
shares
|
$179,698
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
10,083
shares
|
$178,670
0.02% of portfolio
|
Q4 2024
Reduced 94.9%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
10,055
shares
|
$178,174
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,051
shares
|
$178,103
0.0% of portfolio
|
Q4 2022
Reduced 10.67%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
10,050
shares
|
$178,086
0.09% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
10,026
shares
|
$177,660
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
10,010
shares
|
$177,377
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
10,000
shares
|
$177,200
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
9,980
shares
|
$176,845
0.04% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
9,877
shares
|
$175,020
0.07% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,787
shares
|
$173,425
0.06% of portfolio
|
Q1 2024
Added 49.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,600
shares
|
$170,112
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
9,556
shares
|
$169,332
0.06% of portfolio
|
Q3 2024
Reduced 64.15%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,417
shares
|
$166,869
0.01% of portfolio
|
Q1 2025
Reduced 59.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
9,195
shares
|
$162,935
0.01% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,192
shares
|
$162,882
0.02% of portfolio
|
Q2 2025
Added 1203.83%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
9,175
shares
|
$162,581
0.06% of portfolio
|
Q1 2024
Reduced 9.83%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
9,150
shares
|
$162,138
0.21% of portfolio
|
Q1 2025
Reduced 21.46%
|