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 1,411 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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
48,914
shares
|
$832,027
0.61% of portfolio
|
Q4 2024
Added 43.54%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
48,732
shares
|
$828,931
0.13% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
48,488
shares
|
$824,780
0.75% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
48,326
shares
|
$822,025
0.18% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
48,195
shares
|
$819,796
0.02% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
48,066
shares
|
$817,602
0.48% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
48,055
shares
|
$817,415
0.09% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
47,863
shares
|
$814,149
0.01% of portfolio
|
Q3 2025
Added 47.87%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
47,839
shares
|
$813,741
0.18% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
47,800
shares
|
$813,078
0.13% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
47,712
shares
|
$811,581
0.1% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
47,517
shares
|
$808,264
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
47,410
shares
|
$806,444
0.01% of portfolio
|
Q3 2025
Added 61.69%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
47,376
shares
|
$805,865
0.05% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
47,299
shares
|
$804,555
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
47,159
shares
|
$802,174
0.08% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
47,130
shares
|
$801,681
0.12% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
47,034
shares
|
$800,048
0.12% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
47,000
shares
|
$799,470
0.03% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
46,875
shares
|
$797,343
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
46,874
shares
|
$797,326
0.08% of portfolio
|
Q3 2022
Added 28.24%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
46,835
shares
|
$796,663
0.11% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
46,695
shares
|
$794,281
0.02% of portfolio
|
Q3 2025
Added 74.92%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
46,685
shares
|
$794,111
0.15% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
46,616
shares
|
$792,938
0.05% of portfolio
|
Q4 2025
Added 0.18%
|
|