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Energy Transfer (ET) Institutional Ownership

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$17.48 -0.06 (-0.34%)
Closing price 03:59 PM Eastern
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$17.46 -0.02 (-0.09%)
As of 07:59 PM Eastern
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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)
818
Total
Institutional Inflows
(last 12 months)
$2.76B
Number of
Institutional Sellers
(last 12 months)
450
Total
Institutional Outflows
(last 12 months)
$2.87B
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ET Institutional Buying and Selling by Quarter

Energy Transfer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Naples Global Advisors LLC56,100$1.02M0.1%+71.0%0.002%
7/18/2025Parsons Capital Management Inc. RI815,646$14.79M0.9%+4.3%0.024%
7/18/2025Pure Financial Advisors LLC27,310$495K0.0%+11.6%0.001%
7/18/2025Woodward Diversified Capital LLC13,993$254K0.1%-32.2%0.000%
7/18/2025Newman Dignan & Sheerar Inc.14,965$271K0.1%N/A0.000%
7/18/2025Madrona Financial Services LLC11,274$204K0.0%-12.0%0.000%
7/18/2025SOA Wealth Advisors LLC.218,406$3.96M0.4%-6.6%0.006%
7/18/2025Founders Capital Management5,272$96K0.1%+25.8%0.000%
7/18/2025Chelsea Counsel Co.94,050$1.71M0.8%+370.3%0.003%
7/18/2025PFG Investments LLC219,596$3.98M0.2%-1.1%0.006%
7/18/2025Consolidated Portfolio Review Corp35,915$651K0.1%+4.5%0.001%
7/18/2025Truist Financial Corp789,108$14.31M0.0%+0.1%0.023%
7/18/2025First United Bank & Trust38,431$697K0.2%+2.4%0.001%
7/17/2025 Chicago Capital LLC24,056$436K0.0%+2.6%0.001%
7/17/2025 Alliance Wealth Advisors LLC11,751$213K0.1%-47.2%0.000%
7/17/2025 Mattern Wealth Management LLC41,522$753K0.2%-7.8%0.001%
7/17/2025 XML Financial LLC39,543$717K0.1%+5.3%0.001%
7/17/2025 Capital Investment Advisors LLC306,152$5.55M0.1%-1.3%0.009%
7/17/2025 Centennial Wealth Advisory LLC10,874$197K0.1%-7.6%0.000%
7/17/2025 Asio Capital LLC32,000$580K0.1%-12.3%0.001%
7/17/2025 HB Wealth Management LLC144,466$2.62M0.0%-22.2%0.004%
7/17/2025 Janney Montgomery Scott LLC694,053$12.58M0.0%+11.2%0.020%
7/17/2025 Venture Visionary Partners LLC146,807$2.66M0.1%+1.3%0.004%
7/17/2025 Nicholson Meyer Capital Management Inc.49,924$905K0.8%-11.5%0.001%
7/17/2025 Elser Financial Planning Inc11,596$204K0.0%N/A0.000%
7/17/2025 Oakworth Capital Inc.2,867$52K0.0%N/A0.000%
7/17/2025 Archford Capital Strategies LLC40,713$738K0.1%+17.3%0.001%
7/17/2025 Covenant Asset Management LLC33,233$603K0.1%+4.8%0.001%
7/17/2025 Enclave Advisors LLC259,268$4.70M0.8%-10.1%0.008%
7/17/2025 Sound Income Strategies LLC11,609$210K0.0%-28.1%0.000%
7/17/2025 Vermillion Wealth Management Inc.1,383$25K0.0%-40.9%0.000%
7/17/2025 Walker Asset Management LLC13,723$249K0.1%+18.1%0.000%
7/17/2025 City Holding Co.7,000$127K0.0%+41.0%0.000%
7/17/2025 Camelot Portfolios LLC31,209$566K0.3%+4.9%0.001%
7/17/2025 Wagner Wealth Management LLC26,477$480K0.1%N/A0.001%
7/17/2025 Tritonpoint Wealth LLC28,979$525K0.0%-3.9%0.001%
7/17/2025 Sonora Investment Management Group LLC71,851$1.30M0.1%-25.0%0.002%
7/17/2025 Fort Washington Investment Advisors Inc. OH417,575$7.57M0.0%+25.5%0.012%
7/17/2025 Guyasuta Investment Advisors Inc.13,127$238K0.0%N/A0.000%
7/17/2025 Stockman Wealth Management Inc.63,466$1.15M0.2%+1.4%0.002%
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7/17/2025 Avior Wealth Management LLC16,863$306K0.0%-81.1%0.000%
7/17/2025 Tiller Private Wealth Inc.29,611$537K0.2%N/A0.001%
7/17/2025 Michels Family Financial LLC24,206$439K0.4%-6.7%0.001%
7/17/2025 KG&L Capital Management LLC13,525$245K0.1%-14.0%0.000%
7/16/2025 Independent Wealth Network Inc.57,703$1.05M0.4%+26.0%0.002%
7/16/2025 ORG Wealth Partners LLC405,284$7.22M2.0%-0.8%0.012%
7/16/2025 Signaturefd LLC29,632$537K0.0%+43.6%0.001%
7/16/2025 Kirr Marbach & Co. LLC IN105,878$1.92M0.4%-3.9%0.003%
7/16/2025 Eagle Global Advisors LLC6,102,436$110.64M4.5%-2.0%0.178%
7/16/2025 True North Advisors LLC98,006$1.78M0.3%-1.6%0.003%
7/16/2025 Crowley Wealth Management Inc.2,400$44K0.0%N/A0.000%
7/16/2025 American National Bank & Trust9,192$167K0.0%+1,203.8%0.000%
7/16/2025 Brave Asset Management Inc.23,178$420K0.1%-14.7%0.001%
7/16/2025 Old North State Wealth Management LLC288,126$5.22M2.7%+1.3%0.008%
7/16/2025 Kingsman Wealth Management Inc.54,985$997K0.6%-47.8%0.002%
7/16/2025 Dakota Wealth Management11,475$208K0.0%N/A0.000%
7/16/2025 Perigon Wealth Management LLC38,941$706K0.0%+6.9%0.001%
7/16/2025 Magnus Financial Group LLC30,801$558K0.0%+65.4%0.001%
7/15/2025 Jeppson Wealth Management LLC18,930$343K0.1%N/A0.001%
7/15/2025 McAdam LLC78,459$1.42M0.1%-1.7%0.002%
7/15/2025 Xcel Wealth Management LLC18,150$329K0.1%+30.6%0.001%
7/15/2025 North Star Investment Management Corp.78,059$1.42M0.1%+63.0%0.002%
7/15/2025 Clarus Group Inc.134,140$2.43M0.9%+1.3%0.004%
7/15/2025 Retireful LLC42,002$761K0.5%-34.2%0.001%
7/15/2025 Mather Group LLC.11,367$206K0.0%-28.9%0.000%
7/15/2025 Evanson Asset Management LLC40,315$731K0.0%N/A0.001%
7/15/2025 Northside Capital Management LLC1,888,076$34.23M2.6%N/A0.055%
7/15/2025 Main Street Group LTD1,598$29K0.0%-37.3%0.000%
7/15/2025 Fifth Third Bancorp129,708$2.35M0.0%+1.0%0.004%
7/15/2025 AM Investment Strategies LLC23,703$429K0.1%+5,825.8%0.001%
7/15/2025 MCF Advisors LLC9,195$167K0.0%+7.2%0.000%
7/15/2025 Tepp RIA LLC20,054$364K0.5%+36.6%0.001%
7/15/2025 Boyd Wealth Management LLC17,894$324K0.1%+48.2%0.001%
7/15/2025 Financial Partners Group Inc24,059$436K0.1%-5.2%0.001%
7/14/2025 E&G Advisors LP20,784$377K0.1%-6.9%0.001%
7/14/2025 Buska Wealth Management LLC12,432$225K0.1%N/A0.000%
7/14/2025 Armstrong Advisory Group Inc.4,521$82K0.0%+140.5%0.000%
7/14/2025 Chapin Davis Inc.98,039$1.78M0.5%+1.0%0.003%
7/14/2025 Clear Harbor Asset Management LLC42,759$775K0.1%+52.6%0.001%
7/14/2025 Westend Capital Management LLC778,455$14.11M4.3%+2.6%0.023%
7/14/2025 U.S. Capital Wealth Advisors LLC1,257,807$22.80M0.7%+8.6%0.037%
7/14/2025 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT7,182,600$130.22M7.5%-3.2%0.209%
7/14/2025 Whitener Capital Management Inc.37,425$679K0.2%+6.6%0.001%
7/14/2025 Park Avenue Securities LLC27,222$494K0.0%+57.1%0.001%
7/14/2025 Sowell Financial Services LLC331,290$6.01M0.2%-0.8%0.010%
7/11/2025 Baugh & Associates LLC113,402$1.93M1.0%-4.7%0.003%
7/11/2025 Meriwether Wealth & Planning LLC46,084$836K0.5%+3.6%0.001%
7/11/2025 Mallini Complete Financial Planning LLC35,211$638K0.6%-3.1%0.001%
7/11/2025 Farther Finance Advisors LLC76,601$1.39M0.0%+68.3%0.002%
7/11/2025 Rockwood Wealth Management LLC131,072$2.38M0.2%-0.5%0.004%
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7/11/2025 Miller Howard Investments Inc. NY5,214,638$94.54M3.0%+3.6%0.152%
7/11/2025 Kingstone Capital Partners Texas LLC9,316,979$168.92M0.0%N/A0.271%
7/10/2025 Oliver Lagore Vanvalin Investment Group5,022$93K0.0%N/A0.000%
7/10/2025 Legacy Financial Strategies LLC21,555$391K0.1%+5.7%0.001%
7/10/2025 Ryan Investment Management Inc.1,724$31K0.0%N/A0.000%
7/10/2025 ARS Wealth Advisors Group LLC34,159$619K0.1%-2.8%0.001%
7/10/2025 Redhawk Wealth Advisors Inc.23,000$417K0.1%-3.2%0.001%
7/10/2025 Exchange Traded Concepts LLC1,522,647$27.61M0.3%-1.8%0.044%
7/10/2025 Fulton Bank N.A.28,972$525K0.0%-9.9%0.001%
7/10/2025 Community Trust & Investment Co.10,879$197K0.0%+8.0%0.000%
(Data available from 1/1/2016 forward)

ET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ET shares?

During the previous two years, 1,231 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Goldman Sachs Group Inc. ($1.44B), Alps Advisors Inc. ($1.40B), Blackstone Inc. ($1.05B), Invesco Ltd. ($1.04B), Morgan Stanley ($778.56M), FMR LLC ($756.84M), and Tortoise Capital Advisors L.L.C. ($710.24M).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 1,105 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: First Reserve GP XIII Ltd ($23.34M), Alps Advisors Inc. ($17.96M), FMR LLC ($15.45M), Bank of Montreal Can ($12.47M), Mirae Asset Global Investments Co. Ltd. ($9.53M), Kingstone Capital Partners Texas LLC ($9.32M), and International Assets Investment Management LLC ($7.48M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 151,761,140 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.

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

Of the 450 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: Blackstone Inc. ($77.29M), Goldman Sachs Group Inc. ($13.91M), Abrams Capital Management L.P. ($11.63M), Clearbridge Investments LLC ($8.63M), Merewether Investment Management LP ($4.67M), International Assets Investment Management LLC ($3.92M), and Jennison Associates LLC ($2.25M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 151,717,448 shares in the last 24 months. This volume of shares sold represents approximately $2.87B in transactions.



This page (NYSE:ET) was last updated on 7/18/2025 by MarketBeat.com Staff
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