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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
10,083
shares
|
$172,721
0.0% of portfolio
|
Q4 2024
Reduced 94.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
10,074
shares
|
$172,567
0.02% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,051
shares
|
$172,173
0.0% of portfolio
|
Q4 2022
Reduced 10.67%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
10,034
shares
|
$171,882
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
10,026
shares
|
$171,745
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
10,010
shares
|
$171,471
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
10,000
shares
|
$171,300
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
10,000
shares
|
$171,300
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
9,787
shares
|
$167,651
0.06% of portfolio
|
Q1 2024
Added 49.95%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
9,611
shares
|
$164,636
0.06% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,600
shares
|
$164,448
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
9,556
shares
|
$163,694
0.05% of portfolio
|
Q3 2024
Reduced 64.15%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
9,195
shares
|
$157,510
0.01% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
9,192
shares
|
$157,458
0.02% of portfolio
|
Q2 2025
Added 1203.83%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
9,179
shares
|
$157,236
0.0% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
9,175
shares
|
$157,167
0.06% of portfolio
|
Q1 2024
Reduced 9.83%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
9,150
shares
|
$156,739
0.14% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
9,025
shares
|
$154,598
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
9,005
shares
|
$154,255
0.2% of portfolio
|
Q3 2023
Reduced 50.26%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
8,959
shares
|
$153,467
0.06% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
8,785
shares
|
$150,487
0.02% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
8,728
shares
|
$149,510
0.04% of portfolio
|
Q1 2023
Added 21.56%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
8,621
shares
|
$147,677
0.09% of portfolio
|
Q4 2023
Added 7.76%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
8,554
shares
|
$146,530
0.04% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
8,495
shares
|
$145,519
0.08% of portfolio
|
Q2 2024
New holding
|