Energy Transfer Ownership | Who Owns Energy Transfer?
Energy Transfer Ownership Summary
Energy Transfer is owned by 33.19% institutional investors, 10.10% insiders, and 56.71% retail investors. Chickasaw capital management is the largest institutional shareholder, holding 0.46% of ET shares. Cushing Midstream Strategy is the top mutual fund, with 18.77% of its assets in Energy Transfer shares.
ET Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Transfer | 33.19% | 10.10% | 56.71% |
| Sector | Energy Stocks | 58.93% | 12.79% | 28.28% |
| Industry | Oil & Gas Midstream Stocks | 52.69% | 18.10% | 29.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Chickasaw capital management | 15.74M | 0.46% | $308.32M |
| Cushing asset management, lp | 7.59M | 0.22% | $148.62M |
| Miller howard investments inc /ny | 5.58M | 0.16% | $109.39M |
| Stephens group | 5.57M | 0.16% | $109.20M |
| Jennison associates | 2.42M | 0.07% | $47.50M |
| Walnut private equity partners | 1.99M | 0.06% | $38.89M |
| Exchange traded concepts | 1.39M | 0.04% | $27.20M |
| Stephens inc /ar/ | 1.20M | 0.04% | $23.53M |
| Diversify advisory services | 917.82K | 0.03% | $17.82M |
| Private capital advisors | 824.12K | 0.02% | $16.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Stephens group | 5.57M | 54.55% | $109.20M |
| Walnut private equity partners | 1.99M | 29.60% | $38.89M |
| Chickasaw capital management | 15.74M | 12.47% | $308.32M |
| Cushing asset management, lp | 7.59M | 9.80% | $148.62M |
| Westend capital management | 748.12K | 4.35% | $14.66M |
| Miller howard investments inc /ny | 5.58M | 3.60% | $109.39M |
| Childress capital advisors | 587.00K | 3.21% | $11.50M |
| Aurora private wealth | 176.45K | 2.59% | $3.46M |
| Prospect financial services | 212.61K | 2.27% | $4.17M |
| Requisite capital management | 550.61K | 2.20% | $10.79M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Chickasaw capital management | 15.74M | 12.47% | 388.07K |
| Cushing asset management, lp | 7.59M | 9.80% | 293.09K |
| Bryn mawr trust | 325.24K | 0.11% | 93.84K |
| Watts gwilliam | 66.53K | 0.27% | 66.53K |
| Connective portfolio management | 60.00K | 1.75% | 60.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jennison associates | 2.42M | 0.03% | -1.99M |
| Miller howard investments inc /ny | 5.58M | 3.60% | -611.37K |
| True north advisors | - | - | -98.22K |
| Exchange traded concepts | 1.39M | 0.54% | -96.19K |
| Childress capital advisors | 587.00K | 3.21% | -81.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Watts gwilliam | 66.53K | 0.27% | 66.53K | $1.30M |
| Connective portfolio management | 60.00K | 1.75% | 60.00K | $1.18M |
| Wealthstar advisors | 35.32K | 0.30% | 35.32K | $691.86K |
| Spring capital management | 29.19K | 0.34% | 29.19K | $571.87K |
| Curated wealth partners | 15.60K | 0.03% | 15.60K | $305.60K |
Sold Out
| Holder | Change |
|---|---|
| Abound wealth management | -6.00 |
| Goalvest advisory | -583.00 |
| Northwest financial advisors | -1.82K |
| Gilliland jeter wealth management | -2.55K |
| Planned solutions | -2.93K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,117 | 1.27% | 1,133,534,610 | 0.61% | 33 | 2.97% | 576 | 7.66% | 249 | -4.96% |
| Jun 30, 2024 | 1,103 | 1.47% | 1,126,712,737 | -0.58% | 33 | 2.96% | 535 | 1.33% | 262 | -1.13% |
| Mar 31, 2024 | 1,087 | 0.56% | 1,133,292,981 | -0.67% | 33 | 2.78% | 528 | -16.59% | 265 | 29.27% |
| Dec 31, 2023 | 1,081 | 9.30% | 1,140,967,389 | 6.42% | 34 | 2.99% | 633 | 29.71% | 205 | -10.48% |
| Sep 30, 2023 | 989 | 1.12% | 1,072,186,003 | -0.02% | 34 | 2.90% | 488 | 4.50% | 229 | -2.55% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Cushing Midstream Strategy | 642.63M | 18.77% | 11.67M |
| Alerian MLP ETF | 64.87M | 1.89% | - |
| Invesco SteelPath MLP Income Y | 34.82M | 1.02% | - |
| Kayne Anderson Energy Infrastructure | 17.06M | 0.50% | - |
| Global X MLP ETF | 13.45M | 0.39% | 7.51K |
| Tortoise Energy Infrastructure TR Ins | 12.66M | 0.37% | -19.48K |
| First Trust North Amer Engy InfrasETF | 11.92M | 0.35% | - |
| Goldman Sachs MLP Energy Infras Instl | 11.30M | 0.33% | -1.78M |
| Tortoise Strategic Midsteam Composite | 10.32M | 0.30% | -254.90K |
| Invesco SteelPath MLP Select 40 Y | 9.51M | 0.28% | -200.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 23, 2024 | McIlwain Gregory G. | EVP - Operations | Buy | $313.60K |
| Aug 12, 2024 | Long Thomas E | Co-CEO | Buy | $313.60K |
| Aug 12, 2024 | WARREN KELCY L | - | Buy | $47.04M |
| Dec 12, 2023 | MCCREA MARSHALL S III | Co-CEO | Buy | $659.50K |
| Nov 13, 2023 | Mason Thomas P | EVP & Pres. LNG | Buy | $105.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 2 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | 6 | - |
| 2023 Q3 | 6 | - |
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