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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
796,131
shares
|
$14 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
789,108
shares
|
$13.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
778,455
shares
|
$13.7 Million
4.35% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
777,462
shares
|
$13.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 24.8%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
772,821
shares
|
$13.6 Million
0.02% of portfolio
|
Q1 2025
Added 56.72%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
766,893
shares
|
$13.5 Million
0.82% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
755,652
shares
|
$13.3 Million
0.11% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
742,618
shares
|
$13 Million
0.36% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
736,012
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2023
Reduced 17.9%
|
|
|
Cna Financial Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
700,000
shares
|
$12.3 Million
8.95% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
700,000
shares
|
$12.3 Million
0.37% of portfolio
|
Q1 2025
Added 27.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
694,053
shares
|
$12.2 Million
0.03% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
686,738
shares
|
$12 Million
0.36% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Jcp Investment Management, LLC
|
May 08, 2025 Q1 2025 |
684,086
shares
|
$12 Million
8.28% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Callodine Capital Management, LP
Boston, MA |
May 14, 2025 Q1 2025 |
660,000
shares
|
$11.6 Million
2.2% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
654,133
shares
|
$11.5 Million
0.08% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
651,097
shares
|
$11.4 Million
1.24% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
642,369
shares
|
$11.3 Million
1.78% of portfolio
|
Q1 2025
Added 328.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
641,958
shares
|
$11.3 Million
0.13% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
633,765
shares
|
$11.1 Million
3.47% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Alden Global Capital LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
632,013
shares
|
$11.1 Million
13.11% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
621,362
shares
|
$10.9 Million
0.73% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
593,740
shares
|
$10.4 Million
2.82% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
580,930
shares
|
$10.2 Million
0.37% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
576,735
shares
|
$10.1 Million
0.01% of portfolio
|
Q1 2025
Added 174.78%
|