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 |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
193,817
shares
|
$3.3 Million
0.42% of portfolio
|
Q3 2025
Added 359.72%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
192,323
shares
|
$3.27 Million
0.42% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
191,765
shares
|
$3.26 Million
0.12% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
188,858
shares
|
$3.21 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
187,887
shares
|
$3.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
187,552
shares
|
$3.19 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
187,361
shares
|
$3.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
185,504
shares
|
$3.16 Million
0.04% of portfolio
|
Q3 2025
Added 32.07%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
184,880
shares
|
$3.14 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
184,351
shares
|
$3.14 Million
0.08% of portfolio
|
Q4 2023
Added 63.29%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
184,187
shares
|
$3.13 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
183,522
shares
|
$3.12 Million
1.81% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
183,456
shares
|
$3.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Stonegate Management LLC
Lake Forest, IL |
Nov 13, 2025 Q3 2025 |
182,000
shares
|
$3.1 Million
2.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
181,633
shares
|
$3.09 Million
0.39% of portfolio
|
Q3 2025
Added 41.86%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 12, 2025 Q3 2025 |
179,239
shares
|
$3.05 Million
0.86% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
179,014
shares
|
$3.05 Million
0.05% of portfolio
|
Q3 2025
Added 27.66%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
178,315
shares
|
$3.03 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
176,913
shares
|
$3.01 Million
1.56% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
176,252
shares
|
$3 Million
2.37% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
174,714
shares
|
$2.97 Million
1.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
174,039
shares
|
$2.96 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
173,680
shares
|
$2.95 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
172,696
shares
|
$2.94 Million
0.52% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
172,297
shares
|
$2.93 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.7%
|
|