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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,233
shares
|
$44,503
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,211
shares
|
$44,065
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,174
shares
|
$43,327
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,072
shares
|
$41,294
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
2,014
shares
|
$40,139
0.0% of portfolio
|
Q2 2022
Added 121.32%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,000
shares
|
$39,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$39,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
2,000
shares
|
$39,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$39,860
0.0% of portfolio
|
Q4 2024
Reduced 74.84%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,986
shares
|
$39,580
0.01% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
1,952
shares
|
$38,903
0.01% of portfolio
|
Q4 2022
Added 125.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,921
shares
|
$38,285
0.01% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,920
shares
|
$38,265
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,900
shares
|
$37,867
0.0% of portfolio
|
Q4 2024
Added 111.11%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,896
shares
|
$37,787
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,890
shares
|
$37,667
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,880
shares
|
$37,468
0.0% of portfolio
|
Q4 2024
Added 26.94%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,863
shares
|
$37,129
0.01% of portfolio
|
Q4 2024
Reduced 24.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,844
shares
|
$36,750
0.01% of portfolio
|
Q1 2024
Added 37.2%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
1,792
shares
|
$35,714
0.02% of portfolio
|
Q2 2022
Reduced 95.13%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,788
shares
|
$35,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,771
shares
|
$35,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$33,881
0.0% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,693
shares
|
$33,741
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,650
shares
|
$32,884
0.01% of portfolio
|
Q3 2024
Added 65.0%
|