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 1,261 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 $21.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
16,750
shares
|
$333,827
0.02% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
16,560
shares
|
$330,040
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
16,441
shares
|
$327,669
0.06% of portfolio
|
Q2 2022
Reduced 17.05%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,436
shares
|
$327,569
0.05% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
16,433
shares
|
$327,509
0.03% of portfolio
|
Q1 2023
Reduced 0.72%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,401
shares
|
$326,871
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,362
shares
|
$326,094
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
16,268
shares
|
$324,221
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,137
shares
|
$321,610
0.12% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
16,135
shares
|
$321,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
16,100
shares
|
$320,873
0.12% of portfolio
|
Q3 2024
Added 347.22%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
16,000
shares
|
$318,880
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
15,984
shares
|
$318,561
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
15,976
shares
|
$318,401
0.23% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
15,936
shares
|
$317,604
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
15,799
shares
|
$314,874
0.08% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
15,675
shares
|
$312,402
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
15,600
shares
|
$310,908
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
15,600
shares
|
$310,908
0.06% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
15,597
shares
|
$310,848
0.2% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
15,540
shares
|
$309,712
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
15,525
shares
|
$309,413
0.1% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
15,500
shares
|
$308,915
0.1% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Feb 07, 2025 Q4 2024 |
15,490
shares
|
$308,715
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,483
shares
|
$308,576
0.03% of portfolio
|
Q3 2024
Reduced 45.15%
|