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 |
|---|---|---|---|---|---|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
32,000
shares
|
$544,320
0.1% of portfolio
|
Q4 2022
Added 28.0%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
31,994
shares
|
$544,217
0.04% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
31,916
shares
|
$542,891
0.02% of portfolio
|
Q3 2025
Added 29.07%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
31,912
shares
|
$542,823
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,892
shares
|
$542,482
0.16% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,865
shares
|
$542,023
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
31,736
shares
|
$539,829
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
31,716
shares
|
$539,489
0.2% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 14, 2025 Q3 2025 |
31,670
shares
|
$538,706
1.38% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
31,667
shares
|
$538,655
0.02% of portfolio
|
Q3 2023
Reduced 56.36%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
31,666
shares
|
$538,638
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
31,608
shares
|
$537,652
0.0% of portfolio
|
Q3 2025
Added 41.91%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
31,552
shares
|
$536,699
0.03% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
31,408
shares
|
$534,250
0.1% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
31,260
shares
|
$531,732
0.01% of portfolio
|
Q3 2025
Added 25.87%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
31,231
shares
|
$531,239
0.01% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
31,209
shares
|
$530,865
0.32% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
31,168
shares
|
$530,167
0.03% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
31,146
shares
|
$529,793
0.04% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
31,135
shares
|
$529,606
0.06% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
31,077
shares
|
$528,619
0.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
31,037
shares
|
$527,939
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
30,965
shares
|
$526,714
0.02% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
30,962
shares
|
$526,663
0.13% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
30,825
shares
|
$524,333
0.06% of portfolio
|
Q3 2025
Added 28.02%
|
|