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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
2,200
shares
|
$37,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,156
shares
|
$36,932
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,101
shares
|
$35,990
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,044
shares
|
$35,013
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
2,014
shares
|
$34,499
0.0% of portfolio
|
Q2 2022
Added 121.32%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$34,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,000
shares
|
$34,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$34,260
0.0% of portfolio
|
Q4 2024
Reduced 74.84%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,997
shares
|
$34,208
0.01% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,952
shares
|
$33,437
0.0% of portfolio
|
Q4 2022
Added 125.93%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
1,920
shares
|
$32,889
0.01% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,907
shares
|
$32,666
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,900
shares
|
$32,546
0.02% of portfolio
|
Q2 2025
Added 111.11%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,863
shares
|
$31,913
0.01% of portfolio
|
Q4 2024
Reduced 24.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,844
shares
|
$31,587
0.0% of portfolio
|
Q1 2024
Added 37.2%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,829
shares
|
$31,330
0.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
1,792
shares
|
$30,696
0.02% of portfolio
|
Q2 2022
Reduced 95.13%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
1,724
shares
|
$29,532
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,684
shares
|
$28,846
0.01% of portfolio
|
Q2 2025
Reduced 39.05%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,598
shares
|
$27,373
0.01% of portfolio
|
Q2 2025
Reduced 37.26%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,543
shares
|
$26,431
0.02% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,507
shares
|
$25,814
0.03% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$25,695
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$25,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$25,695
0.01% of portfolio
|
Q4 2024
Added 50.0%
|