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 1,409 institutions that hold shares in the stock, with a total of 1.02 Billion shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
605
shares
|
$10,291
0.08% of portfolio
|
Q3 2025
Reduced 98.94%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
581
shares
|
$9,882
0.0% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
577
shares
|
$9,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
516
shares
|
$8,777
0.0% of portfolio
|
Q3 2023
Added 532.95%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
513
shares
|
$8,726
0.0% of portfolio
|
Q4 2022
Reduced 85.8%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
500
shares
|
$8,505
0.0% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
434
shares
|
$7,382
0.0% of portfolio
|
Q3 2024
Added 13.02%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
418
shares
|
$7,110
0.0% of portfolio
|
Q2 2025
Reduced 84.27%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
416
shares
|
$7,076
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
400
shares
|
$6,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
400
shares
|
$6,804
0.01% of portfolio
|
Q2 2025
Added 577.97%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
384
shares
|
$6,531
0.0% of portfolio
|
Q2 2025
Reduced 97.9%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
384
shares
|
$6,531
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
336
shares
|
$5,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
331
shares
|
$5,630
0.0% of portfolio
|
Q3 2025
Reduced 60.12%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
330
shares
|
$5,613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
320
shares
|
$5,443
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
300
shares
|
$5,103
0.0% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
294
shares
|
$5,000
0.0% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
288
shares
|
$4,898
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
278
shares
|
$4,728
0.0% of portfolio
|
Q3 2025
Reduced 99.15%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
271
shares
|
$4,609
0.01% of portfolio
|
Q3 2022
Reduced 94.2%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
266
shares
|
$4,524
0.0% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
250
shares
|
$4,252
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
248
shares
|
$4,218
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|