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Energy Transfer (ET) Institutional Ownership

Energy Transfer logo
$19.88 -0.52 (-2.53%)
Closing price 03:59 PM Eastern
Extended Trading
$19.90 +0.02 (+0.12%)
As of 05:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Energy Transfer (NYSE:ET)

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
889
Total
Institutional Inflows
(last 12 months)
$2.51B
Number of
Institutional Sellers
(last 12 months)
523
Total
Institutional Outflows
(last 12 months)
$1.63B
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Skip Chart & View Institutional Buying and Selling Data

ET Institutional Buying and Selling by Quarter

Energy Transfer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2026Modera Wealth Management LLC17,539$339K0.0%+28.6%0.001%
5/6/2026Catalyst Capital Advisors LLC1,939,020$37.42M0.7%-3.7%0.056%
5/6/2026Assetmark Inc.13,105$253K0.0%+159.3%0.000%
5/6/2026Bessemer Group Inc.14,935$288K0.0%+5,272.3%0.000%
5/6/2026SteelPeak Wealth LLC17,398$336K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC112,449$2.17M0.1%N/A0.003%
5/6/2026Prosperity Consulting Group LLC36,888$712K0.0%+8.7%0.001%
5/6/2026Helium Advisors LLC16,033$309K0.3%+18.0%0.000%
5/5/2026Bank of New York Mellon Corp172,971$3.34M0.0%-37.2%0.005%
5/5/2026Geneos Wealth Management Inc.21,919$423K0.0%-2.8%0.001%
5/5/2026NFSG Corp95,876$1.85M0.3%+8.4%0.003%
5/5/2026Ethos Financial Group LLC22,298$430K0.0%+11.5%0.001%
5/5/2026Sanctuary Advisors LLC1,888,661$36.45M0.2%+15.8%0.055%
5/5/2026 Cornerstone Advisory LLC106,560$2.06M0.2%+2.6%0.003%
5/5/2026 Adell Harriman & Carpenter Inc.281,696$5.44M0.3%+0.3%0.008%
5/5/2026 Nwam LLC36,390$702K0.0%+4.7%0.001%
5/5/2026 Maryland State Retirement & Pension System2,849,140$54.99M1.1%-4.4%0.083%
5/5/2026 Avantax Planning Partners Inc.39,362$760K0.0%+15.9%0.001%
5/4/2026 Calamos Advisors LLC246,052$4.75M0.0%+6.5%0.007%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management49,507$955K0.0%+24.7%0.001%
5/4/2026 Bleakley Financial Group LLC56,321$1.09M0.0%+97.6%0.002%
5/4/2026 HBW Advisory Services LLC61,654$1.19M0.1%+28.5%0.002%
5/4/2026 Sentinel Wealth Management Inc.11,183$216K0.2%N/A0.000%
5/4/2026 Procyon Advisors LLC144,867$2.80M0.0%+9.8%0.004%
5/2/2026 Avion Wealth30,719$592K0.1%-13.4%0.001%
5/2/2026 International Assets Investment Management LLC232,631$4.43M0.1%-6.4%0.007%
5/2/2026 Trifecta Capital Advisors LLC32,300$623K0.1%+34.9%0.001%
5/2/2026 Castleview Partners LLC14,141$273K0.1%-6.5%0.000%
5/2/2026 Diversify Wealth Management LLC84,879$1.68M0.0%N/A0.002%
5/2/2026 Carnegie Investment Counsel22,381$432K0.0%+3.7%0.001%
5/1/2026 180 Wealth Advisors LLC211,704$4.09M0.5%+1.1%0.006%
5/1/2026 Citizens Financial Group Inc. RI23,978$463K0.0%+2.4%0.001%
5/1/2026 Midwest Trust Co35,965$694K0.0%+90.1%0.001%
5/1/2026 Heronetta Management L.P.799,229$15.43M14.1%-0.4%0.023%
5/1/2026 Sequoia Financial Advisors LLC73,877$1.43M0.0%+40.2%0.002%
5/1/2026 Relyea Zuckerberg Hanson LLC11,000$212K0.0%N/A0.000%
5/1/2026 Manning & Napier Advisors LLC1,100,000$21.23M0.3%+18.3%0.032%
4/30/2026 Whipplewood Advisors LLC28,923$558K0.3%-2.6%0.001%
4/30/2026 Summit Securities Group LLC162,100$3.13M0.4%+179.0%0.005%
4/30/2026 SkyOak Wealth LLC15,590$301K0.1%-16.1%0.000%
4/30/2026 Griffin Asset Management Inc.70,123$1.35M0.2%+1.3%0.002%
4/30/2026 Beam Wealth Advisors Inc.33,434$645K0.2%-6.8%0.001%
4/30/2026 First Interstate Bank11,499$222K0.0%N/A0.000%
4/30/2026 IAG Wealth Partners LLC10,954$211K0.0%-11.8%0.000%
4/30/2026 Frankly Finances LLC7,850$152K0.1%+84.7%0.000%
4/29/2026 Childress Capital Advisors LLC598,340$11.55M2.1%+1.2%0.017%
4/29/2026 KERR FINANCIAL PLANNING Corp11,804$230K0.3%-9.4%0.000%
4/29/2026 Burney Co.58,297$1.13M0.0%-9.6%0.002%
4/29/2026 Integrated Advisors Network LLC122,065$2.36M0.1%-11.4%0.004%
4/29/2026 Westbourne Investment Advisors Inc.15,700$303K0.1%-11.3%0.000%
4/29/2026 Greatmark Investment Partners Inc.17,712$342K0.0%+20.4%0.001%
4/28/2026 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT7,997,600$154.35M7.6%+0.1%0.232%
4/28/2026 Kathmere Capital Management LLC41,581$803K0.0%N/A0.001%
4/28/2026 Whittier Trust Co.26,760$507K0.0%+4.1%0.001%
4/28/2026 Dividend Assets Capital LLC683,788$13.20M2.6%-8.0%0.020%
4/28/2026 Fortitude Advisory Group L.L.C.27,006$521K0.2%+11.0%0.001%
4/28/2026 Ascentis Independent Advisors4,056$78K0.0%N/A0.000%
4/28/2026 Stephens Inc. AR1,380,437$26.64M0.3%-0.1%0.040%
4/28/2026 GM Advisory Group LLC21,678$418K0.0%-8.6%0.001%
4/28/2026 Koshinski Asset Management Inc.23,077$445K0.0%+13.9%0.001%
4/28/2026 Wealthstar Advisors LLC36,842$711K0.3%-13.6%0.001%
4/28/2026 QRG Capital Management Inc.15,875$306K0.0%N/A0.000%
4/27/2026 Burford Brothers Inc.80,853$1.56M0.6%+4.9%0.002%
4/27/2026 HB Wealth Management LLC190,273$3.67M0.0%-3.7%0.006%
4/27/2026 Counterpoint Mutual Funds LLC16,573$320K0.0%N/A0.000%
4/27/2026 PFG Investments LLC238,567$4.60M0.2%-1.3%0.007%
4/27/2026 BIP Wealth LLC27,173$524K0.0%-6.6%0.001%
4/27/2026 World Investment Advisors112,284$2.17M0.0%-1.9%0.003%
4/27/2026 Canal Capital Management LLC76,187$1.47M0.2%N/A0.002%
4/27/2026 Turtle Creek Wealth Advisors LLC731,253$14.11M1.1%+1.6%0.021%
4/27/2026 USAdvisors Wealth Management LLC18,067$353K0.1%+12.5%0.001%
4/27/2026 Private Advisor Group LLC734,016$14.17M0.1%-24.3%0.021%
4/27/2026 Elemental Capital Partners LLC48,439$935K0.4%N/A0.001%
4/27/2026 Elevation Point Wealth Partners LLC112,836$2.18M0.1%+22.9%0.003%
4/27/2026 Platform Technology Partners69,115$1.33M0.3%+0.9%0.002%
4/25/2026 Keybank National Association OH219,232$4.23M0.0%+0.3%0.006%
4/25/2026 KPP Advisory Services LLC37,661$727K0.1%-1.8%0.001%
4/25/2026 Smithbridge Asset Management Inc. DE19,679$380K0.1%-55.7%0.001%
4/24/2026 Root Financial Partners LLC15,641$302K0.0%+15.5%0.000%
4/24/2026 Prospect Financial Services LLC165,169$3.19M1.9%-1.8%0.005%
4/24/2026 Essex Financial Services Inc.36,629$707K0.0%-3.6%0.001%
4/24/2026 Fulton Bank N.A.26,719$516K0.0%-3.6%0.001%
4/24/2026 Argent Advisors Inc.29,801$575K0.2%+63.2%0.001%
4/24/2026 Financial Life Planners2,074$40K0.0%N/A0.000%
4/24/2026 Tcfg Wealth Management LLC25,562$493K0.2%+7.9%0.001%
4/24/2026 Partners Wealth Management LLC10,081$195K0.2%N/A0.000%
4/24/2026 Wagner Wealth Management LLC17,294$334K0.1%-10.6%0.001%
4/24/2026 Walker Asset Management LLC13,436$259K0.1%-20.0%0.000%
4/24/2026 Redwood Wealth Management Group LLC161,782$3.12M1.3%-2.2%0.005%
4/24/2026 Harbor Investment Advisory LLC16,416$317K0.0%-11.0%0.000%
4/23/2026 Pathway Financial Advisers LLC145,833$2.82M0.8%+10.7%0.004%
4/23/2026 Forum Financial Management LP401,906$7.76M0.1%-6.7%0.012%
4/23/2026 Intrua Financial LLC106,214$2.05M0.2%-11.6%0.003%
4/23/2026 SageGuard Financial Group LLC324,201$6.26M1.0%-2.6%0.009%
4/23/2026 North Star Investment Management Corp.224,439$4.33M0.3%+39.0%0.007%
4/23/2026 Asset Allocation Strategies LLC44,496$859K0.2%+1.7%0.001%
4/23/2026 Tepp RIA LLC20,535$396K0.3%+20.1%0.001%
4/23/2026 Apollon Financial LLC16,000$309K0.0%+6.7%0.000%
4/23/2026 Apollon Wealth Management LLC267,887$5.17M0.1%+1.7%0.008%
4/22/2026 Patriot Financial Group Insurance Agency LLC29,006$560K0.0%+100.7%0.001%


ET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ET shares?

During the previous two years, 1,349 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Goldman Sachs Group Inc. ($1.44B), Morgan Stanley ($1.42B), Alps Advisors Inc. ($1.38B), Blackstone Inc. ($1.05B), Invesco Ltd. ($906.86M), FMR LLC ($756.84M), and Tortoise Capital Advisors L.L.C. ($637.76M).Learn more on Energy Transfer's institutional investors.

What percentage of Energy Transfer's stock is owned by institutional investors?

38.22% of Energy Transfer's stock is owned by institutional investors. Learn more on ET's institutional investor holdings.

Which institutional investors have been buying Energy Transfer's stock?

Of the 1,208 institutional investors that purchased Energy Transfer's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($25.37M), Alps Advisors Inc. ($18.17M), FMR LLC ($15.45M), CIBC Bancorp USA Inc. ($15.40M), Bank of Montreal Can ($12.50M), Kingstone Capital Partners Texas LLC ($9.32M), and Tortoise Capital Advisors L.L.C. ($5.20M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 144,146,741 shares in the last 24 months. This purchase volume represents approximately $2.51B in transactions.

Which of Energy Transfer's major shareholders have been selling company stock?

Of the 523 institutional investors that sold Energy Transfer's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Westwood Holdings Group Inc. ($16.69M), Goldman Sachs Group Inc. ($13.91M), Abrams Capital Management L.P. ($11.63M), BROOKFIELD Corp ON ($3.67M), Victory Capital Management Inc. ($3.54M), Invesco Ltd. ($2.90M), and Citigroup Inc. ($2.38M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 91,127,296 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


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This page (NYSE:ET) was last updated on 5/6/2026 by MarketBeat.com Staff.
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