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 1,381 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 $18.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,063,085
shares
|
$19 Million
0.14% of portfolio
|
Q4 2024
Added 19.99%
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,055,768
shares
|
$18.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,032,962
shares
|
$18.4 Million
0.02% of portfolio
|
Q1 2025
Added 6.46%
|
|
General American Investors CO Inc
|
May 02, 2025 Q1 2025 |
1,020,030
shares
|
$18.2 Million
1.43% of portfolio
|
Q2 2023
Reduced 8.93%
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
1,003,828
shares
|
$17.9 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,000,000
shares
|
$17.9 Million
1.16% of portfolio
|
Q4 2021
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
941,444
shares
|
$16.8 Million
0.04% of portfolio
|
Q1 2025
Added 23.12%
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
924,152
shares
|
$16.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
924,000
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
920,737
shares
|
$16.4 Million
0.09% of portfolio
|
Q1 2025
Added 8.42%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
919,592
shares
|
$16.4 Million
0.21% of portfolio
|
Q1 2025
Added 6.33%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
896,555
shares
|
$16 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
Heronetta Management, L.P.
|
May 15, 2025 Q1 2025 |
884,154
shares
|
$15.8 Million
10.68% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
866,995
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
854,773
shares
|
$15.3 Million
3.69% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
853,063
shares
|
$15.2 Million
2.71% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
850,163
shares
|
$15.2 Million
0.28% of portfolio
|
Q1 2025
Added 1.24%
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
841,602
shares
|
$15 Million
1.9% of portfolio
|
Q1 2025
Added 2.12%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
840,777
shares
|
$15 Million
0.07% of portfolio
|
Q1 2025
Added 2.24%
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
815,954
shares
|
$14.6 Million
2.75% of portfolio
|
Q1 2025
Added 0.61%
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
810,962
shares
|
$14.5 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
805,976
shares
|
$14.4 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
796,131
shares
|
$14.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
788,248
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
782,146
shares
|
$14 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.01%
|