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 1,408 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
76,978
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2024
Added 21.47%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
76,500
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
76,112
shares
|
$1.29 Million
0.61% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
75,627
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
75,505
shares
|
$1.28 Million
0.47% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
75,184
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
75,000
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Penbrook Management LLC
|
Jan 06, 2026 Q4 2025 |
74,489
shares
|
$1.27 Million
0.99% of portfolio
|
Q4 2025
Reduced 8.71%
|
|
|
Albert D Mason Inc
|
Oct 15, 2025 Q3 2025 |
74,434
shares
|
$1.27 Million
1.0% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Campbell Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
74,000
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2025
Added 13.85%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
73,962
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
73,545
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
73,500
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2025
Added 129.69%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
73,478
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
73,225
shares
|
$1.25 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
70,993
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.34%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
70,750
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
70,195
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Reduced 54.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
70,182
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
70,175
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Scp Investment, LP
|
Nov 07, 2025 Q3 2025 |
69,600
shares
|
$1.18 Million
1.2% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
69,452
shares
|
$1.18 Million
0.92% of portfolio
|
Q3 2025
Added 15.56%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
69,013
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
68,871
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
68,724
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
Added 435.48%
|
|