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 1,386 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
8,495
shares
|
$149,002
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,400
shares
|
$147,336
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
8,400
shares
|
$147,336
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
8,343
shares
|
$146,336
0.05% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,140
shares
|
$142,775
0.0% of portfolio
|
Q2 2024
Added 31.78%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
8,137
shares
|
$142,722
0.11% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
8,000
shares
|
$140,320
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
7,948
shares
|
$139,407
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
7,768
shares
|
$136,250
0.02% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
7,700
shares
|
$135,058
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
7,680
shares
|
$134,707
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,657
shares
|
$134,303
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,620
shares
|
$133,654
0.01% of portfolio
|
Q2 2023
Added 40.07%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
7,536
shares
|
$132,181
0.05% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
7,249
shares
|
$127,147
0.02% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$122,780
0.02% of portfolio
|
Q2 2025
Added 41.04%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
6,983
shares
|
$122,481
0.02% of portfolio
|
Q4 2024
Reduced 50.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,800
shares
|
$119,272
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,446
shares
|
$113,062
0.01% of portfolio
|
Q1 2025
Reduced 29.47%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
6,425
shares
|
$112,694
0.01% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
6,400
shares
|
$112,256
0.0% of portfolio
|
Q1 2025
Reduced 28.88%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,360
shares
|
$111,554
0.01% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,148
shares
|
$107,835
0.02% of portfolio
|
Q1 2025
Added 695.34%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
6,025
shares
|
$105,678
0.02% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
6,000
shares
|
$105,240
0.01% of portfolio
|
Q1 2025
Added 20.0%
|