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Energy Transfer (ET) Institutional Ownership

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$17.18 +0.36 (+2.15%)
As of 10:40 AM 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)
724
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
395
Total
Institutional Outflows
(last 12 months)
$2.52B
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ET Institutional Buying and Selling by Quarter

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Energy Transfer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Pallas Capital Advisors LLC18,463$343K0.0%+84.4%0.001%
4/14/2025WFA Asset Management Corp3,155$59K0.0%-76.7%0.000%
4/14/2025Farther Finance Advisors LLC45,507$852K0.0%+22.7%0.001%
4/14/2025Daymark Wealth Partners LLC165,068$3.07M0.1%+2.7%0.005%
4/14/2025Baldwin Wealth Partners LLC MA268,753$5.00M0.4%-6.2%0.008%
4/14/2025Wesbanco Bank Inc.109,900$2.04M0.1%+4.0%0.003%
4/14/2025First Citizens Bank & Trust Co.11,454$213K0.0%-32.1%0.000%
4/14/2025Capital Investment Advisors LLC310,320$5.77M0.1%+16.1%0.009%
4/14/2025Park Avenue Securities LLC17,324$322K0.0%+43.1%0.001%
4/14/2025SOA Wealth Advisors LLC.233,781$4.35M0.5%+12,069.8%0.007%
4/14/2025Beach Investment Counsel Inc. PA2,666,295$49.57M7.3%-3.1%0.078%
4/11/2025 Godsey & Gibb Inc.4,795$89K0.0%+19.9%0.000%
4/11/2025 Princeton Global Asset Management LLC4,775$89K0.0%+189.4%0.000%
4/11/2025 Vanguard Capital Wealth Advisors10,010$186K0.2%N/A0.000%
4/11/2025 Alliance Wealth Advisors LLC22,237$413K0.2%-9.7%0.001%
4/11/2025 Sovereign Financial Group Inc.10,565$196K0.0%N/A0.000%
4/11/2025 SeaCrest Wealth Management LLC30,698$571K0.1%-8.7%0.001%
4/11/2025 Prospect Financial Services LLC209,148$3.89M2.2%-1.6%0.006%
4/11/2025 Procyon Advisors LLC22,209$413K0.0%-19.3%0.001%
4/11/2025 Magnus Financial Group LLC18,619$346K0.0%-21.0%0.001%
4/11/2025 Intellectus Partners LLC118,984$2.21M0.5%+5.8%0.003%
4/11/2025 Adamsbrown Wealth Consultants LLC11,423$212K0.1%N/A0.000%
4/11/2025 Enclave Advisors LLC288,474$5.36M0.9%-1.7%0.008%
4/11/2025 ACT Wealth Management LLC21,719$404K0.2%+8.8%0.001%
4/10/2025 Retireful LLC63,864$1.20M1.2%N/A0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,487$102K0.0%N/A0.000%
4/10/2025 Lake Street Private Wealth LLC32,261$600K0.1%-10.6%0.001%
4/10/2025 Gilman Hill Asset Management LLC375,666$6.98M1.2%-1.6%0.011%
4/10/2025 Fermata Advisors LLC11,506$214K0.0%-13.6%0.000%
4/10/2025 Naples Global Advisors LLC32,800$610K0.1%-3.0%0.001%
4/10/2025 Lifestyle Asset Management Inc.24,823$461K0.3%-30.6%0.001%
4/10/2025 Secure Asset Management LLC29,919$556K0.1%+15.2%0.001%
4/10/2025 Teamwork Financial Advisors LLC23,806$443K0.1%-10.4%0.001%
4/10/2025 Brave Asset Management Inc.27,178$505K0.2%-15.5%0.001%
4/10/2025 TrueWealth Advisors LLC19,208$357K0.1%+19.0%0.001%
4/10/2025 Amplius Wealth Advisors LLC13,848$257K0.0%-4.5%0.000%
4/10/2025 Addis & Hill Inc71,999$1.34M0.9%-0.9%0.002%
4/9/2025 Selway Asset Management149,000$2.77M1.1%-9.1%0.004%
4/9/2025 RFG Advisory LLC43,640$811K0.0%+3.6%0.001%
4/9/2025 Chickasaw Capital Management LLC15,656,531$291.06M11.2%-0.5%0.456%
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4/9/2025 HBW Advisory Services LLC31,029$577K0.1%+12.2%0.001%
4/9/2025 Merit Financial Group LLC60,977$1.13M0.0%-9.0%0.002%
4/9/2025 Lbmc Investment Advisors LLC13,346$248K0.0%N/A0.000%
4/9/2025 Harbor Investment Advisory LLC11,501$214K0.0%+360.0%0.000%
4/9/2025 Strong Tower Advisory Services140,093$2.60M0.6%N/A0.004%
4/9/2025 NBC Securities Inc.59,364$1.10M0.1%+98,840.0%0.002%
4/9/2025 Fiduciary Alliance LLC35,935$668K0.1%N/A0.001%
4/9/2025 Sanders Morris Harris LLC85,198$1.59M0.2%-2.3%0.002%
4/8/2025 Abner Herrman & Brock LLC10,000$186K0.0%N/A0.000%
4/8/2025 Fifth Third Wealth Advisors LLC20,689$385K0.0%N/A0.001%
4/8/2025 Asset Allocation & Management Company LLC10,000$186K0.1%N/A0.000%
4/8/2025 Doliver Advisors LP32,244$599K0.2%-2.3%0.001%
4/8/2025 Rothschild Investment LLC15,912$296K0.0%+26.7%0.000%
4/8/2025 Private Client Services LLC22,185$412K0.2%+31.2%0.001%
4/8/2025 Welch Group LLC31,854$596K0.0%+10.3%0.001%
4/8/2025 Parallel Advisors LLC34,182$635K0.0%+71.0%0.001%
4/7/2025 GAMMA Investing LLC18,590$346K0.0%+1,139.3%0.001%
4/7/2025 AdvisorNet Financial Inc2,665$50K0.0%+481.9%0.000%
4/7/2025 Walnut Private Equity Partners LLC2,011,000$37.38M20.5%+1.3%0.059%
4/4/2025 Capital Market Strategies LLC21,323$396K0.3%-9.1%0.001%
4/2/2025 Marcum Wealth LLC11,869$221K0.0%-7.6%0.000%
4/1/2025 Cullen Investment Group LTD.64,400$1.20M0.2%+2.5%0.002%
4/1/2025 Neville Rodie & Shaw Inc.15,175$283K0.0%-40.2%0.000%
3/24/2025Mascagni Wealth Management Inc.2,541$50K0.0%N/A0.000%
3/19/2025Chancellor Financial Group WB LP15,467$303K0.2%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC764,632$14.98M0.0%+6.4%0.022%
3/10/2025Old North State Trust LLC17,547$344K0.2%-7.4%0.001%
3/7/2025 Alpha Wealth Funds LLC109,500$2.14M2.1%N/A0.003%
2/27/2025Fidelity D & D Bancorp Inc.73,225$1.43M1.0%-2.6%0.002%
2/27/2025Jefferies Financial Group Inc.469,227$9.19M0.0%+125.0%0.014%
2/27/2025Carolinas Wealth Consulting LLC4,957$97K0.0%+27.6%0.000%
2/27/2025Pinnacle Wealth Planning Services Inc.3,832,257$75.07M11.3%-10.5%0.112%
2/26/2025Capital A Wealth Management LLC1,332$26K0.0%N/A0.000%
2/25/2025Leigh Baldwin & CO. LLC12,450$244K0.1%N/A0.000%
2/25/2025Armis Advisers LLC13,646$267K0.0%N/A0.000%
2/25/2025Integrated Advisors Network LLC105,077$2.06M0.1%+7.1%0.003%
2/25/2025Garde Capital Inc.6,635$130K0.0%N/A0.000%
2/24/2025Great Valley Advisor Group Inc.153,569$3.01M0.1%-4.9%0.004%
2/24/2025Ameriflex Group Inc.2,650$54K0.0%N/A0.000%
2/24/2025United Advisor Group LLC18,540$363K0.1%+3.0%0.001%
2/24/2025Sunbeam Capital Management LLC18,845$369K0.3%N/A0.001%
2/21/2025Fidelity D & D Bancorp Inc.73,225$1.43M1.0%-2.6%0.002%
2/21/2025Vermillion Wealth Management Inc.2,336$46K0.0%N/A0.000%
2/21/2025AlphaCore Capital LLC12,264$240K0.1%+20.5%0.000%
2/20/2025Forum Financial Management LP126,394$2.48M0.0%+2.3%0.004%
2/20/2025Sunbeam Capital Management LLC16,863$330K0.7%N/A0.000%
2/20/2025Michels Family Financial LLC25,638$502K0.5%N/A0.001%
2/19/2025Toronto Dominion Bank2,472,000$48.43M0.1%N/A0.072%
2/19/2025Warm Springs Advisors Inc.75,000$1.47M1.4%N/A0.002%
2/19/2025Formidable Asset Management LLC73,798$1.45M0.2%-2.1%0.002%
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2/19/2025WCG Wealth Advisors LLC14,488$284K0.0%+6.4%0.000%
2/18/2025Hudson Value Partners LLC64,775$1.27M0.5%+1.6%0.002%
2/18/2025Helium Advisors LLC25,536$500K0.4%N/A0.001%
2/18/2025Sunbelt Securities Inc.177,814$3.48M0.3%-38.9%0.005%
2/18/2025Alpine Global Management LLC18,000$353K0.1%N/A0.001%
2/18/2025Fourth Dimension Wealth LLC1,500$29K0.0%N/A0.000%
2/18/2025Pettinga Financial Advisors LLC27,782$544K0.1%-4.3%0.001%
2/18/2025Cornerstone Advisory LLC32,223$644K0.1%+45.4%0.001%
2/18/202549 Wealth Management LLC18,022$353K0.1%-13.4%0.001%
2/18/2025AlphaQ Advisors LLC40,494$793K2.2%+1.8%0.001%
(Data available from 1/1/2016 forward)

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ET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ET shares?

During the previous two years, 1,179 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Invesco Ltd. ($1.10B), Blackstone Inc. ($1.05B), Alps Advisors Inc. ($1.03B), Morgan Stanley ($778.56M), FMR LLC ($756.84M), Tortoise Capital Advisors L.L.C. ($729.80M), and Kayne Anderson Capital Advisors LP ($469.92M).Learn more on ET's institutional investors.

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

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

Which institutional investors have been buying Energy Transfer stock?

Of the 1,052 institutional investors that purchased Energy Transfer 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), FMR LLC ($17.34M), Bank of Montreal Can ($12.47M), Mirae Asset Global Investments Co. Ltd. ($9.53M), Alps Advisors Inc. ($9.34M), International Assets Investment Management LLC ($7.47M), and Natixis ($6.73M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 242,047,133 shares in the last 24 months. This purchase volume represents approximately $3.79B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 566 institutional investors that sold Energy Transfer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($83.10M), Mirae Asset Global Investments Co. Ltd. ($10.54M), Morgan Stanley ($10.17M), Clearbridge Investments LLC ($9.35M), Jennison Associates LLC ($6.82M), Merewether Investment Management LP ($4.67M), and International Assets Investment Management LLC ($3.97M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 186,096,673 shares in the last 24 months. This volume of shares sold represents approximately $3.19B in transactions.


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This page (NYSE:ET) was last updated on 4/15/2025 by MarketBeat.com Staff
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