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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,400
shares
|
$143,892
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
8,400
shares
|
$143,892
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
8,239
shares
|
$141,134
0.1% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,140
shares
|
$139,438
0.0% of portfolio
|
Q2 2024
Added 31.78%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
8,000
shares
|
$137,040
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
7,819
shares
|
$133,939
0.02% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Amplify Investments, LLC
Lisle, IL |
Aug 14, 2025 Q2 2025 |
7,784
shares
|
$133,339
3.84% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
7,729
shares
|
$132,397
0.02% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
7,700
shares
|
$131,901
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,657
shares
|
$131,164
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
7,620
shares
|
$130,530
0.01% of portfolio
|
Q2 2023
Added 40.07%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
7,536
shares
|
$129,091
0.05% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
7,352
shares
|
$125,939
0.01% of portfolio
|
Q2 2025
Reduced 30.03%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
7,249
shares
|
$124,175
0.02% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$119,910
0.02% of portfolio
|
Q2 2025
Added 41.04%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
6,983
shares
|
$119,618
0.02% of portfolio
|
Q4 2024
Reduced 50.06%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
6,828
shares
|
$116,963
0.01% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,800
shares
|
$116,484
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
6,540
shares
|
$112,030
0.03% of portfolio
|
Q2 2025
Added 114.43%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
6,360
shares
|
$108,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,360
shares
|
$108,946
0.01% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
6,253
shares
|
$107,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
6,025
shares
|
$103,208
0.02% of portfolio
|
Q3 2024
Added 15.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,848
shares
|
$100,176
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
5,709
shares
|
$97,795
0.03% of portfolio
|
Q2 2025
Added 7.21%
|