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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,182,492
shares
|
$20.3 Million
0.19% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
1,177,140
shares
|
$20.2 Million
0.7% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,133,483
shares
|
$19.4 Million
0.11% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,095,122
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,063,085
shares
|
$18.2 Million
0.14% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,051,640
shares
|
$18 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
1,036,611
shares
|
$17.8 Million
0.37% of portfolio
|
Q2 2025
Added 125.33%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,035,000
shares
|
$17.7 Million
2.02% of portfolio
|
Q2 2025
Added 56.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,024,606
shares
|
$17.6 Million
0.03% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
General American Investors CO Inc
|
Aug 01, 2025 Q2 2025 |
1,020,030
shares
|
$17.5 Million
1.27% of portfolio
|
Q2 2023
Reduced 8.93%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,003,828
shares
|
$17.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
1,001,790
shares
|
$17.2 Million
1.5% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,000,000
shares
|
$17.1 Million
0.89% of portfolio
|
Q4 2021
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
924,000
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
920,737
shares
|
$15.8 Million
0.09% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
915,209
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
899,176
shares
|
$15.4 Million
0.53% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Heronetta Management, L.P.
|
Aug 06, 2025 Q2 2025 |
884,154
shares
|
$15.1 Million
10.57% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
882,978
shares
|
$15.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
874,515
shares
|
$15 Million
0.19% of portfolio
|
Q2 2025
Added 115.49%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
869,945
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 47.44%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
867,889
shares
|
$14.9 Million
2.64% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
860,092
shares
|
$14.7 Million
3.51% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
859,318
shares
|
$14.7 Million
2.33% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
856,060
shares
|
$14.7 Million
0.35% of portfolio
|
Q2 2025
Added 15.28%
|