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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
5,671
shares
|
$97,144
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,649
shares
|
$96,767
0.13% of portfolio
|
Q2 2023
Added 68.13%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
5,584
shares
|
$95,653
0.03% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,495
shares
|
$94,129
0.06% of portfolio
|
Q1 2025
Reduced 39.78%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,472
shares
|
$93,735
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,450
shares
|
$93,358
0.01% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
5,330
shares
|
$91,302
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
5,273
shares
|
$90,326
0.0% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
5,272
shares
|
$90,309
0.06% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,271
shares
|
$90,292
0.08% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
5,164
shares
|
$88,459
0.0% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
5,135
shares
|
$87,962
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,105
shares
|
$87,448
0.0% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
5,022
shares
|
$86,026
0.03% of portfolio
|
Q2 2025
Reduced 37.36%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
5,000
shares
|
$85,650
0.02% of portfolio
|
Q2 2021
Reduced 16.67%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
5,000
shares
|
$85,650
0.02% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$85,650
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
4,822
shares
|
$82,600
0.01% of portfolio
|
Q2 2025
Added 2062.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
4,710
shares
|
$80,682
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
4,675
shares
|
$80,082
0.0% of portfolio
|
Q2 2025
Added 52.03%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
4,521
shares
|
$77,444
0.01% of portfolio
|
Q2 2025
Added 140.48%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
4,475
shares
|
$76,656
0.02% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
4,451
shares
|
$76,245
0.01% of portfolio
|
Q2 2020
Reduced 67.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4,305
shares
|
$73,744
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
4,232
shares
|
$72,494
0.07% of portfolio
|
Q2 2025
Reduced 3.09%
|