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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$17,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$17,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$17,540
0.0% of portfolio
|
Q1 2025
Reduced 94.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,000
shares
|
$17,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
960
shares
|
$16,838
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
902
shares
|
$15,821
0.0% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
900
shares
|
$15,786
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
873
shares
|
$15,312
0.02% of portfolio
|
Q1 2025
Added 110.87%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
852
shares
|
$14,944
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
850
shares
|
$14,909
0.01% of portfolio
|
Q1 2024
Reduced 43.33%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
830
shares
|
$14,558
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
811
shares
|
$14,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
807
shares
|
$14,154
0.02% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
779
shares
|
$13,663
0.0% of portfolio
|
Q1 2025
Added 94.75%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
768
shares
|
$13,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
742
shares
|
$13,014
0.01% of portfolio
|
Q2 2021
Reduced 12.19%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
724
shares
|
$12,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
680
shares
|
$11,927
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
640
shares
|
$11,225
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
633
shares
|
$11,102
0.0% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
621
shares
|
$10,892
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
600
shares
|
$10,524
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
595
shares
|
$10,436
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
560
shares
|
$9,822
0.01% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
516
shares
|
$9,050
0.0% of portfolio
|
Q3 2023
Added 532.95%
|