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Energy Transfer (ET) Institutional Ownership

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$19.40 -0.55 (-2.73%)
Closing price 02/21/2025 03:59 PM Eastern
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$19.41 +0.02 (+0.08%)
As of 02/21/2025 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)
718
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$2.52B
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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
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%
2/20/2025 Forum 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%
2/19/2025 Toronto Dominion Bank2,472,000$48.43M0.1%N/A0.072%
2/19/2025 Warm Springs Advisors Inc.75,000$1.47M1.4%N/A0.002%
2/19/2025 Formidable Asset Management LLC73,798$1.45M0.2%-2.1%0.002%
2/19/2025 WCG Wealth Advisors LLC14,488$284K0.0%+6.4%0.000%
2/18/2025 Hudson Value Partners LLC64,775$1.27M0.5%+1.6%0.002%
2/18/2025 Helium Advisors LLC25,536$500K0.4%N/A0.001%
2/18/2025 Sunbelt Securities Inc.177,814$3.48M0.3%-38.9%0.005%
2/18/2025 Alpine Global Management LLC18,000$353K0.1%N/A0.001%
2/18/2025 Fourth Dimension Wealth LLC1,500$29K0.0%N/A0.000%
2/18/2025 Pettinga Financial Advisors LLC27,782$544K0.1%-4.3%0.001%
2/18/2025 Cornerstone Advisory LLC32,223$644K0.1%+45.4%0.001%
2/18/2025 49 Wealth Management LLC18,022$353K0.1%-13.4%0.001%
2/18/2025 AlphaQ Advisors LLC40,494$793K2.2%+1.8%0.001%
2/18/2025 McIlrath & Eck LLC4,013$79K0.0%+523.1%0.000%
2/18/2025 Novem Group31,282$613K0.1%N/A0.001%
2/18/2025 MidWestOne Financial Group Inc.67,939$1.33M0.2%-14.6%0.002%
2/18/2025 Focus Partners Advisor Solutions LLC58,293$1.14M0.0%+64.6%0.002%
2/18/2025 Ashford Capital Management Inc.248,203$4.86M0.6%+1.8%0.007%
2/18/2025 Talisman Wealth Advisors LLC12,086$237K0.2%N/A0.000%
2/18/2025 Principal Street Partners LLC13,071$256K0.1%-56.9%0.000%
2/17/2025 Waverly Advisors LLC383,164$7.51M0.1%+56.4%0.011%
2/17/2025 Williams Jones Wealth Management LLC.811,458$15.90M0.2%-3.2%0.024%
2/17/2025 Zurich Insurance Group Ltd FI4,038,442$79.11M0.6%N/A0.118%
2/17/2025 Westwood Holdings Group Inc.16,331,220$319.93M2.5%+18.2%0.477%
2/17/2025 Wexford Capital LP579,425$11.35M1.8%+0.8%0.017%
2/17/2025 Tidal Investments LLC98,036$1.92M0.0%-3.6%0.003%
2/17/2025 Texas Bank & Trust Co154,998$3.04M1.3%N/A0.005%
2/17/2025 TrinityPoint Wealth LLC25,194$494K0.1%+3.2%0.001%
2/17/2025 State of Wyoming10,135$199K0.0%+70.9%0.000%
2/17/2025 Toronto Dominion Bank2,472,000$48.43M0.1%N/A0.072%
2/17/2025 Scissortail Wealth Management LLC11,471$225K0.1%N/A0.000%
2/17/2025 Second Line Capital LLC25,728$504K0.1%+9.4%0.001%
2/17/2025 Snowden Capital Advisors LLC80,827$1.58M0.0%-9.8%0.002%
2/17/2025 Shepherd Kaplan Krochuk LLC237,627$4.66M3.9%-6.0%0.007%
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2/17/2025 Silvercrest Asset Management Group LLC148,673$2.91M0.0%-2.8%0.004%
2/17/2025 Royal Bank of Canada4,998,538$97.92M0.0%-6.7%0.146%
2/17/2025 Recurrent Investment Advisors LLC4,720,835$92.48M8.5%+3.0%0.138%
2/17/2025 ProShare Advisors LLC230,024$4.51M0.0%-9.0%0.007%
2/17/2025 Progeny 3 Inc.2,307,785$45.21M3.6%+1.9%0.067%
2/17/2025 Quadcap Wealth Management LLC17,971$352K0.1%-5.7%0.001%
2/17/2025 Pathstone Holdings LLC822,356$16.11M0.1%+3.3%0.024%
2/17/2025 Patient Capital Management LLC5,091,882$99.75M4.6%-3.9%0.149%
2/17/2025 Main Street Group LTD1,598$31K0.0%-42.9%0.000%
2/17/2025 NorthRock Partners LLC38,528$755K0.0%N/A0.001%
2/17/2025 Nuveen Asset Management LLC2,830,861$55.46M0.0%+62.9%0.083%
2/17/2025 McGowan Group Asset Management Inc.854,579$16.74M2.2%+0.5%0.025%
2/17/2025 Merewether Investment Management LP2,618,212$51.29M2.1%+36.5%0.076%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.19,776,221$387.42M0.8%+5.9%0.578%
2/17/2025 Leigh Baldwin & CO. LLC243,897$478K0.0%N/A0.007%
2/17/2025 JCP Investment Management LLC684,064$13.40M7.9%+1.0%0.020%
2/17/2025Jefferies Financial Group Inc.469,227$9.19M0.0%+125.0%0.014%
2/17/2025 Kaizen Financial Strategies11,866$232K0.1%-8.5%0.000%
2/17/2025 Granby Capital Management LLC300,000$5.88M3.0%-25.0%0.009%
2/17/2025 Focus Partners Wealth246,294$5.18M0.0%-19.6%0.007%
2/17/2025 Fairholme Capital Management LLC852,900$16.71M1.4%N/A0.025%
2/17/2025 FORA Capital LLC108,304$2.12M0.2%-13.3%0.003%
2/17/2025 Deutsche Bank AG1,655,155$32.42M0.0%-1.9%0.048%
2/17/2025 Diligent Investors LLC45,576$893K0.2%+30.9%0.001%
2/17/2025 Eagle Global Advisors LLC5,793,007$113.49M4.7%+3.3%0.169%
2/17/2025 EP Wealth Advisors LLC53,326$1.05M0.0%-13.3%0.002%
2/17/2025 Concorde Financial Corp384,165$7.53M4.5%-0.6%0.011%
2/17/2025 CoreCap Advisors LLC197,822$3.88M0.2%+18.8%0.006%
2/17/2025 Corigliano Investment Advisers LLC353,700$6.93M3.3%N/A0.010%
2/17/2025 Cornerstone Select Advisors LLC10,720$210K0.2%N/A0.000%
2/17/2025 Cresset Asset Management LLC383,552$7.51M0.0%+201.2%0.011%
2/17/2025 Cambridge Investment Research Advisors Inc.1,775,479$34.78M0.1%+25.4%0.052%
2/17/2025 Cetera Investment Advisers1,396,837$27.36M0.1%+5.2%0.041%
2/17/2025 Cercano Management LLC209,295$4.10M0.1%-52.3%0.006%
2/17/2025 BOKF NA839,738$16.31M0.3%+6.3%0.025%
2/17/2025 BROOKFIELD Corp ON 13,750,386$269.37M1.6%+4.6%0.402%
2/17/2025 Blackstone Inc.53,721,736$1.05B4.8%-59.0%1.569%
2/17/2025 Bramshill Investments LLC113,996$2.23M0.4%-6.9%0.003%
2/17/2025 Bulltick Wealth Management LLC51,000$999K0.2%N/A0.001%
2/17/2025 Captrust Financial Advisors493,926$9.68M0.0%-1.7%0.014%
2/17/2025 Cary Street Partners Financial LLC111,426$2.18M0.1%N/A0.003%
2/17/2025 Beverly Hills Private Wealth LLC169,256$3.32M0.7%+0.8%0.005%
2/17/2025 Benjamin Edwards Inc.11,374$223K0.0%N/A0.000%
2/17/2025 BIP Wealth LLC23,905$468K0.0%N/A0.001%
2/17/2025 Ameriprise Financial Inc.389,075$7.62M0.0%+11.6%0.011%
2/17/2025 Aptus Capital Advisors LLC1,276,127$25.00M0.3%+14.1%0.037%
2/17/2025 Atalanta Sosnoff Capital LLC40,000$784K0.0%N/A0.001%
2/17/2025 Alden Global Capital LLC632,013$12.38M12.1%-10.6%0.018%
2/14/2025 South Plains Financial Inc.2,778$54K0.0%N/A0.000%
2/14/2025 Mercer Global Advisors Inc. ADV627,711$12.30M0.0%-12.5%0.018%
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2/14/2025 Nexpoint Asset Management L.P.1,197,512$23.46M2.6%-0.2%0.035%
2/14/2025 Rehmann Capital Advisory Group33,016$647K0.0%-8.6%0.001%
2/14/2025 Bison Wealth LLC31,892$625K0.1%-5.8%0.001%
2/14/2025 Castalian Partners LLC225,618$4.42M2.2%N/A0.007%
2/14/2025 Bridgewealth Advisory Group LLC12,277$243K0.1%N/A0.000%
2/14/2025 Lido Advisors LLC320,734$6.28M0.0%+2.9%0.009%
2/14/2025 Northern Trust Corp330,649$6.48M0.0%-2.5%0.010%
2/14/2025 Lonestar Capital Management LLC1,300,000$25.47M9.3%-7.1%0.038%
2/14/2025 Beacon Pointe Advisors LLC1,307,190$25.61M0.3%+16.5%0.038%
2/14/2025 Rinkey Investments17,376$340K0.1%N/A0.001%
(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, 1,163 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 1,041 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), Natixis ($22.09M), FMR LLC ($17.34M), Bank of Montreal Can ($12.47M), Mirae Asset Global Investments Co. Ltd. ($9.53M), Alps Advisors Inc. ($9.34M), and International Assets Investment Management LLC ($7.47M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 257,217,125 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 563 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 187,436,479 shares in the last 24 months. This volume of shares sold represents approximately $3.20B in transactions.



This page (NYSE:ET) was last updated on 2/22/2025 by MarketBeat.com Staff
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