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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
14,137
shares
|
$281,750
0.45% of portfolio
|
Q3 2023
Added 0.07%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
14,109
shares
|
$281,192
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,000
shares
|
$279,020
0.17% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
13,952
shares
|
$278,063
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,919
shares
|
$277,405
0.03% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
13,908
shares
|
$277,186
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
13,898
shares
|
$276,987
0.17% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
13,814
shares
|
$275,313
0.11% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
13,731
shares
|
$273,658
0.01% of portfolio
|
Q4 2021
Reduced 2.68%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
13,664
shares
|
$272,323
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
13,646
shares
|
$271,964
0.02% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
13,645
shares
|
$271,944
0.03% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,617
shares
|
$271,386
0.01% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
13,596
shares
|
$270,968
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
13,557
shares
|
$270,191
0.14% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
13,507
shares
|
$269,194
0.01% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
13,500
shares
|
$269,055
0.09% of portfolio
|
Q3 2023
Added 22.73%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
13,500
shares
|
$269,055
0.09% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
13,468
shares
|
$268,417
0.02% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
13,460
shares
|
$268,257
0.03% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
13,458
shares
|
$268,217
0.13% of portfolio
|
Q2 2024
Reduced 6.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
13,442
shares
|
$267,899
0.0% of portfolio
|
Q1 2023
Reduced 59.88%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
13,316
shares
|
$265,387
0.05% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
13,300
shares
|
$265,069
0.06% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
13,263
shares
|
$264,331
0.01% of portfolio
|
Q2 2023
Reduced 1.49%
|