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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
513
shares
|
$8,998
0.0% of portfolio
|
Q4 2022
Reduced 85.8%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
500
shares
|
$8,770
0.0% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
500
shares
|
$8,770
0.0% of portfolio
|
Q1 2025
Reduced 91.54%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
459
shares
|
$8,050
0.01% of portfolio
|
Q1 2025
Added 677.97%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
435
shares
|
$7,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
434
shares
|
$7,612
0.0% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
395
shares
|
$6,928
0.0% of portfolio
|
Q1 2025
Added 34.35%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
300
shares
|
$5,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
300
shares
|
$5,262
0.0% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
298
shares
|
$5,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
293
shares
|
$5,139
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
288
shares
|
$5,051
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
288
shares
|
$5,051
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
285
shares
|
$4,998
0.0% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
272
shares
|
$4,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
271
shares
|
$4,753
0.01% of portfolio
|
Q3 2022
Reduced 94.2%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
266
shares
|
$4,665
0.0% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
241
shares
|
$4,227
0.0% of portfolio
|
Q1 2025
Reduced 75.8%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
200
shares
|
$3,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
200
shares
|
$3,508
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
185
shares
|
$3,244
0.0% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
116
shares
|
$2,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
110
shares
|
$1,929
0.0% of portfolio
|
Q1 2025
Reduced 86.94%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
100
shares
|
$1,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
100
shares
|
$1,754
0.0% of portfolio
|
Q3 2024
New holding
|