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 |
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
758,503
shares
|
$13.2 Million
5.36% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
750,340
shares
|
$13.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 94.9%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
745,720
shares
|
$13 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
736,012
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2023
Reduced 17.9%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
729,590
shares
|
$12.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cna Financial Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
700,000
shares
|
$12.2 Million
9.39% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
685,525
shares
|
$12 Million
0.47% of portfolio
|
Q4 2024
Added 227.66%
|
|
|
Jcp Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
684,064
shares
|
$11.9 Million
8.52% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
680,628
shares
|
$11.9 Million
0.15% of portfolio
|
Q4 2024
Added 43.98%
|
|
|
Charter Oak Advisors LP
New York City, NY |
Feb 13, 2025 Q4 2024 |
667,944
shares
|
$11.7 Million
7.5% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
646,104
shares
|
$11.3 Million
0.07% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
634,469
shares
|
$11.1 Million
0.43% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Alden Global Capital LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
632,013
shares
|
$11 Million
12.49% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
627,711
shares
|
$11 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
624,361
shares
|
$10.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
619,013
shares
|
$10.8 Million
1.92% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
593,403
shares
|
$10.4 Million
3.28% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
592,279
shares
|
$10.3 Million
0.14% of portfolio
|
Q4 2024
Added 366.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
585,089
shares
|
$10.2 Million
0.07% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
580,930
shares
|
$10.1 Million
0.37% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
579,425
shares
|
$10.1 Million
2.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
561,700
shares
|
$9.8 Million
2.16% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
555,230
shares
|
$9.69 Million
0.02% of portfolio
|
Q2 2022
Added 1.02%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
550,610
shares
|
$9.61 Million
2.5% of portfolio
|
Q1 2024
Added 6.22%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
550,000
shares
|
$9.6 Million
0.29% of portfolio
|
Q4 2024
New holding
|