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 |
|---|---|---|---|---|---|
|
Euro Pacific Asset Management, LLC
Dorado, PR |
Jan 21, 2025 Q4 2024 |
13,210
shares
|
$263,275
0.06% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
13,185
shares
|
$262,777
0.0% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,180
shares
|
$262,677
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
13,160
shares
|
$262,278
0.08% of portfolio
|
Q2 2024
Added 66.37%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
13,132
shares
|
$261,720
0.07% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,122
shares
|
$261,521
0.1% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,039
shares
|
$259,867
0.02% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
13,028
shares
|
$259,648
0.02% of portfolio
|
Q2 2024
Added 13.41%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
13,003
shares
|
$259,149
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
12,990
shares
|
$258,890
0.0% of portfolio
|
Q2 2024
Added 25.02%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
12,987
shares
|
$258,830
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
12,962
shares
|
$258,332
0.12% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
12,862
shares
|
$256,339
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
12,858
shares
|
$256,259
0.04% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,847
shares
|
$256,040
0.02% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
12,810
shares
|
$255,303
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
12,712
shares
|
$253,350
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
12,671
shares
|
$252,533
0.03% of portfolio
|
N/A
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
12,578
shares
|
$250,679
0.01% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
12,562
shares
|
$250,360
0.02% of portfolio
|
Q4 2024
Added 22.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,557
shares
|
$250,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
12,500
shares
|
$249,125
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
12,500
shares
|
$249,125
0.02% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
12,485
shares
|
$248,826
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
12,339
shares
|
$245,916
0.08% of portfolio
|
Q4 2024
Reduced 38.05%
|