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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
21,887
shares
|
$439,709
0.05% of portfolio
|
Q4 2023
Added 15.15%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
21,887
shares
|
$439,709
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Belfer Management LLC
|
Feb 07, 2025 Q4 2024 |
21,882
shares
|
$439,609
6.82% of portfolio
|
Q1 2024
Added 4.38%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
21,839
shares
|
$438,745
0.05% of portfolio
|
Q4 2024
Reduced 31.3%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
21,838
shares
|
$438,725
0.03% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
21,725
shares
|
$436,455
0.01% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
21,622
shares
|
$434,385
0.06% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
21,586
shares
|
$433,662
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
21,180
shares
|
$425,506
0.14% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
21,083
shares
|
$423,557
0.17% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,004
shares
|
$421,970
0.07% of portfolio
|
Q2 2024
Added 5.01%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
21,000
shares
|
$421,890
0.17% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
20,997
shares
|
$421,829
0.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
20,948
shares
|
$420,845
0.01% of portfolio
|
Q4 2023
Added 5.13%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
20,842
shares
|
$418,715
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Scp Investment, LP
|
Nov 08, 2024 Q3 2024 |
20,800
shares
|
$417,872
0.24% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
20,799
shares
|
$417,851
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
20,620
shares
|
$414,255
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
20,606
shares
|
$413,974
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
20,582
shares
|
$413,492
0.31% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
20,391
shares
|
$409,655
0.09% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
20,250
shares
|
$406,822
0.16% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
20,225
shares
|
$406,320
0.4% of portfolio
|
Q3 2023
Added 3.72%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
20,225
shares
|
$406,320
0.26% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
20,154
shares
|
$404,893
0.1% of portfolio
|
Q3 2024
Reduced 92.82%
|