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 1,337 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 $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
19,645
shares
|
$361,468
0.17% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
19,632
shares
|
$361,228
0.13% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
19,554
shares
|
$359,793
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
19,442
shares
|
$357,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,335
shares
|
$355,764
0.03% of portfolio
|
Q1 2023
Added 105.15%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
19,298
shares
|
$355,083
0.12% of portfolio
|
Q1 2023
Added 16.34%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
19,233
shares
|
$353,887
0.15% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
19,200
shares
|
$353,280
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
19,000
shares
|
$349,600
0.09% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
18,955
shares
|
$348,772
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
18,835
shares
|
$346,564
0.05% of portfolio
|
Q2 2022
Reduced 8.64%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
18,825
shares
|
$346,380
0.04% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
18,746
shares
|
$344,926
0.02% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
18,696
shares
|
$344,006
0.04% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,625
shares
|
$342,700
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
18,540
shares
|
$341,136
0.08% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
18,433
shares
|
$339,167
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,399
shares
|
$338,541
0.05% of portfolio
|
Q4 2021
Added 37.32%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
18,349
shares
|
$337,621
0.05% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
18,325
shares
|
$337,180
0.2% of portfolio
|
Q4 2024
Added 61.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
18,321
shares
|
$337,106
0.12% of portfolio
|
Q4 2024
Reduced 24.98%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
18,307
shares
|
$336,848
0.1% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
18,278
shares
|
$336,315
0.02% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,235
shares
|
$335,524
0.02% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,208
shares
|
$335,027
0.13% of portfolio
|
Q4 2024
Added 0.89%
|