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 1,409 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
222,298
shares
|
$3.78 Million
1.81% of portfolio
|
Q2 2023
Added 22.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
220,836
shares
|
$3.76 Million
0.05% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
220,081
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
219,083
shares
|
$3.73 Million
1.11% of portfolio
|
Q3 2025
Added 277.63%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
218,406
shares
|
$3.72 Million
0.39% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
217,531
shares
|
$3.7 Million
3.14% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
217,103
shares
|
$3.69 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
216,775
shares
|
$3.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
215,122
shares
|
$3.66 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
214,990
shares
|
$3.66 Million
0.65% of portfolio
|
Q3 2022
Reduced 0.05%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
213,801
shares
|
$3.64 Million
0.02% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
213,243
shares
|
$3.63 Million
0.96% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
212,350
shares
|
$3.61 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
208,527
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
207,000
shares
|
$3.52 Million
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
206,959
shares
|
$3.52 Million
0.28% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
206,170
shares
|
$3.51 Million
0.26% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
204,651
shares
|
$3.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
202,065
shares
|
$3.44 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
201,470
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
201,431
shares
|
$3.43 Million
0.53% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
197,955
shares
|
$3.37 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
195,971
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
195,533
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2025
Added 34.49%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
195,000
shares
|
$3.32 Million
2.49% of portfolio
|
Q3 2025
Added 1.56%
|
|