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 1,351 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 $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
961,587
shares
|
$16.8 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
949,698
shares
|
$16.6 Million
0.22% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
941,444
shares
|
$16.4 Million
0.04% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
924,152
shares
|
$16.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
917,815
shares
|
$16 Million
0.98% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
913,859
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Heronetta Management, L.P.
|
Feb 06, 2025 Q4 2024 |
884,654
shares
|
$15.4 Million
11.81% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
864,848
shares
|
$15.1 Million
0.25% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
858,137
shares
|
$15 Million
3.25% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
854,579
shares
|
$14.9 Million
2.98% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Bruce Berkowitz
Fairholme Capital Management LLC | Miami, Fl
|
Feb 14, 2025 Q4 2024 |
852,900
shares
|
$14.9 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Callodine Capital Management, LP
Boston, MA |
Feb 13, 2025 Q4 2024 |
850,000
shares
|
$14.8 Million
3.77% of portfolio
|
Q4 2024
Added 36.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
849,198
shares
|
$14.8 Million
0.09% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
839,738
shares
|
$14.7 Million
0.28% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
824,119
shares
|
$14.4 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
822,356
shares
|
$14.4 Million
0.07% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
820,790
shares
|
$14.3 Million
0.02% of portfolio
|
Q4 2024
Added 1708.66%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
815,954
shares
|
$14.2 Million
2.75% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
811,458
shares
|
$14.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
810,962
shares
|
$14.2 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
793,196
shares
|
$13.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
782,146
shares
|
$13.6 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
777,462
shares
|
$13.6 Million
0.07% of portfolio
|
Q2 2023
Reduced 24.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
766,893
shares
|
$13.4 Million
0.82% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
763,901
shares
|
$13.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 77.75%
|