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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
68,428
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
68,243
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
68,223
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
67,968
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
67,895
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
67,171
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2024
Added 19.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
66,844
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
66,826
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
66,545
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 07, 2025 Q3 2025 |
66,100
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
65,958
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
65,538
shares
|
$1.11 Million
0.18% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
65,110
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
65,057
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2025
Added 37.25%
|
|
|
Hudson Value Partners, LLC
|
Oct 30, 2025 Q3 2025 |
64,775
shares
|
$1.1 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
64,366
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Oct 21, 2025 Q3 2025 |
64,316
shares
|
$1.09 Million
1.63% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
64,305
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Senator Investment Group LP
New York, NY |
Nov 14, 2025 Q3 2025 |
64,203
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
64,000
shares
|
$1.09 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
63,778
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
63,030
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
61,950
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2022
Added 16.21%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
61,431
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
61,350
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Added 9.36%
|
|