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 1,266 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 $21.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
70,623
shares
|
$1.42 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
70,120
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
69,740
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2023
Added 57.9%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
69,530
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2023
Reduced 1.24%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
69,144
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 87.37%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
69,127
shares
|
$1.39 Million
0.44% of portfolio
|
Q3 2024
Added 245.64%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
69,013
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
68,756
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
68,724
shares
|
$1.38 Million
0.28% of portfolio
|
Q4 2024
Added 435.48%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
68,428
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
67,618
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
67,586
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 28.52%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
67,401
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 111.91%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
67,299
shares
|
$1.35 Million
0.42% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,171
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2024
Added 19.8%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
67,170
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2024
Reduced 37.51%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
66,992
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 103.7%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
66,532
shares
|
$1.34 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
66,500
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Added 454.17%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
66,370
shares
|
$1.33 Million
0.68% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
66,204
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 102.43%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
64,775
shares
|
$1.3 Million
0.5% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
64,432
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2024
Added 340.41%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
64,000
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
63,655
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.18%
|