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 1,261 institutions that hold shares in the stock, with a total of 1.09 Billion shares, which have been reported (via 13F filing form) to have a value of $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
245,688
shares
|
$4.9 Million
0.3% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
244,933
shares
|
$4.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 15, 2024 Q3 2024 |
243,703
shares
|
$4.86 Million
0.53% of portfolio
|
Q2 2024
Added 56.28%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
242,531
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Added 29.06%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
240,669
shares
|
$4.8 Million
3.51% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
239,282
shares
|
$4.77 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
237,268
shares
|
$4.73 Million
0.45% of portfolio
|
Q4 2023
Added 19.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
236,172
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
232,513
shares
|
$4.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
231,918
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
230,990
shares
|
$4.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
225,829
shares
|
$4.5 Million
0.07% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
225,800
shares
|
$4.5 Million
0.32% of portfolio
|
Q1 2023
Added 125.8%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
224,312
shares
|
$4.47 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
222,298
shares
|
$4.43 Million
1.81% of portfolio
|
Q2 2023
Added 22.25%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
218,192
shares
|
$4.35 Million
0.34% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
215,857
shares
|
$4.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
214,990
shares
|
$4.28 Million
0.65% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
213,884
shares
|
$4.26 Million
1.52% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
212,614
shares
|
$4.24 Million
2.27% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
211,532
shares
|
$4.22 Million
0.04% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
210,098
shares
|
$4.19 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
209,217
shares
|
$4.17 Million
0.13% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
208,527
shares
|
$4.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
208,527
shares
|
$4.16 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|