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 1,386 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,240
shares
|
$39,289
0.01% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,211
shares
|
$38,780
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,200
shares
|
$38,588
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,131
shares
|
$37,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,091
shares
|
$36,676
0.01% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
2,021
shares
|
$35,448
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
2,014
shares
|
$35,325
0.0% of portfolio
|
Q2 2022
Added 121.32%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$35,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$35,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$35,080
0.0% of portfolio
|
Q4 2024
Reduced 74.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,997
shares
|
$35,027
0.01% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,952
shares
|
$34,238
0.0% of portfolio
|
Q4 2022
Added 125.93%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,898
shares
|
$33,290
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,863
shares
|
$32,677
0.01% of portfolio
|
Q4 2024
Reduced 24.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,844
shares
|
$32,343
0.0% of portfolio
|
Q1 2024
Added 37.2%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,802
shares
|
$31,607
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,800
shares
|
$31,572
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
1,792
shares
|
$31,431
0.02% of portfolio
|
Q2 2022
Reduced 95.13%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
1,724
shares
|
$30,238
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,700
shares
|
$29,818
0.0% of portfolio
|
Q1 2024
Reduced 35.87%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,684
shares
|
$29,537
0.01% of portfolio
|
Q2 2025
Reduced 39.05%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,598
shares
|
$28,028
0.01% of portfolio
|
Q2 2025
Reduced 37.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,579
shares
|
$27,695
0.01% of portfolio
|
Q1 2025
Reduced 40.42%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,567
shares
|
$27,485
0.0% of portfolio
|
Q1 2024
Added 31.46%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
1,515
shares
|
$26,573
0.02% of portfolio
|
Q1 2025
Added 1.61%
|