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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
914,536
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Heronetta Management, L.P.
|
Feb 06, 2025 Q4 2024 |
884,654
shares
|
$17.6 Million
11.81% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
858,137
shares
|
$17.1 Million
3.25% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
849,933
shares
|
$16.9 Million
2.22% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
839,122
shares
|
$16.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
838,284
shares
|
$16.7 Million
0.16% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
824,119
shares
|
$16.4 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
814,342
shares
|
$16.2 Million
3.12% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
811,023
shares
|
$16.2 Million
2.97% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
805,159
shares
|
$16 Million
0.06% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
796,447
shares
|
$15.9 Million
0.06% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
796,099
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2024
Added 16.9%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
793,196
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
789,738
shares
|
$15.7 Million
0.22% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
782,246
shares
|
$15.6 Million
0.85% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
777,462
shares
|
$15.5 Million
0.07% of portfolio
|
Q2 2023
Reduced 24.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
766,893
shares
|
$15.3 Million
0.82% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
753,718
shares
|
$15 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
750,340
shares
|
$15 Million
0.14% of portfolio
|
Q4 2024
Reduced 94.9%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
748,121
shares
|
$14.9 Million
4.35% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
742,147
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
736,012
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2023
Reduced 17.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
717,687
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Alden Global Capital LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
707,013
shares
|
$14.1 Million
14.55% of portfolio
|
Q3 2024
Added 82.91%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
700,000
shares
|
$14 Million
0.16% of portfolio
|
Q4 2024
Added 47.37%
|