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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
1,500
shares
|
$25,695
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,431
shares
|
$24,513
0.02% of portfolio
|
Q2 2022
Added 7.51%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
1,420
shares
|
$24,324
0.01% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
1,400
shares
|
$23,982
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,399
shares
|
$23,964
0.0% of portfolio
|
Q1 2022
Reduced 26.33%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
1,385
shares
|
$23,725
0.01% of portfolio
|
Q2 2024
Added 22.67%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,383
shares
|
$23,690
0.01% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$22,817
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
1,310
shares
|
$22,440
0.02% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,252
shares
|
$21,446
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,250
shares
|
$21,412
0.0% of portfolio
|
Q2 2025
Reduced 47.92%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
1,235
shares
|
$21,155
0.02% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,201
shares
|
$20,573
0.01% of portfolio
|
Q3 2023
Added 2.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,192
shares
|
$20,418
0.0% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,125
shares
|
$19,271
0.0% of portfolio
|
Q1 2025
Added 40.63%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,091
shares
|
$18,688
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
1,024
shares
|
$17,541
0.01% of portfolio
|
Q2 2022
Reduced 79.62%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,018
shares
|
$17,438
0.0% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
1,011
shares
|
$17,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,010
shares
|
$17,301
0.0% of portfolio
|
Q2 2025
Reduced 62.1%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$17,130
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,000
shares
|
$17,130
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,000
shares
|
$17,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$17,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,000
shares
|
$17,130
0.01% of portfolio
|
Q2 2025
New holding
|