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 |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
44,166
shares
|
$887,294
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
44,056
shares
|
$885,085
0.0% of portfolio
|
Q4 2023
Reduced 1.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
43,734
shares
|
$878,616
0.11% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
43,472
shares
|
$873,352
0.22% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
43,088
shares
|
$865,637
0.2% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
43,087
shares
|
$865,617
0.03% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
42,676
shares
|
$857,360
0.12% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
42,360
shares
|
$851,012
0.42% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
42,259
shares
|
$848,983
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
42,247
shares
|
$848,742
0.06% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
42,119
shares
|
$846,170
0.02% of portfolio
|
Q4 2024
Added 87.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
41,960
shares
|
$842,976
0.09% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
41,959
shares
|
$842,956
0.04% of portfolio
|
Q2 2023
Reduced 14.25%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
41,905
shares
|
$841,871
0.07% of portfolio
|
Q4 2022
Added 121.66%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
41,402
shares
|
$831,766
0.07% of portfolio
|
Q3 2023
Reduced 1.51%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
41,302
shares
|
$829,757
0.27% of portfolio
|
Q4 2021
Added 17.3%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,056
shares
|
$824,815
0.35% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
40,646
shares
|
$816,578
0.06% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
40,310
shares
|
$809,827
0.07% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
40,304
shares
|
$809,707
0.07% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
40,281
shares
|
$809,245
0.08% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
40,000
shares
|
$803,600
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
39,840
shares
|
$800,385
0.07% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
39,776
shares
|
$799,099
1.77% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
39,546
shares
|
$794,479
0.05% of portfolio
|
Q4 2024
Added 1.14%
|