AllSquare Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $148K | Hold |
8,621
| – | – | 0.08% | 129 |
|
|
2025
Q2 | $156K | Hold |
8,621
| – | – | 0.09% | 123 |
|
|
2025
Q1 | $160K | Hold |
8,621
| – | – | 0.1% | 120 |
|
|
2024
Q4 | $169K | Hold |
8,621
| – | – | 0.1% | 117 |
|
|
2024
Q3 | $138K | Hold |
8,621
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $140K | Hold |
8,621
| – | – | 0.08% | 125 |
|
|
2024
Q1 | $136K | Hold |
8,621
| – | – | 0.08% | 131 |
|
|
2023
Q4 | $119K | Buy |
8,621
+621
| +8% | +$8.44K | 0.07% | 132 |
|
|
2023
Q3 | $112K | Hold |
8,000
| – | – | 0.07% | 131 |
|
|
2023
Q2 | $99.9K | Hold |
8,000
| – | – | 0.07% | 137 |
|
|
2023
Q1 | $99.8K | Hold |
8,000
| – | – | 0.06% | 139 |
|
|
2022
Q4 | $95K | Hold |
8,000
| – | – | 0.07% | 141 |
|
|
2022
Q3 | $88K | Hold |
8,000
| – | – | 0.06% | 135 |
|
|
2022
Q2 | $80K | Hold |
8,000
| – | – | 0.05% | 153 |
|
|
2022
Q1 | $90K | Hold |
8,000
| – | – | 0.05% | 159 |
|
|
2021
Q4 | $66K | Hold |
8,000
| – | – | 0.04% | 188 |
|
|
2021
Q3 | $77K | Hold |
8,000
| – | – | 0.05% | 181 |
|
|
2021
Q2 | $85K | Hold |
8,000
| – | – | 0.05% | 180 |
|
|
2021
Q1 | $61K | Hold |
8,000
| – | – | 0.04% | 197 |
|
|
2020
Q4 | $49K | Hold |
8,000
| – | – | 0.03% | 205 |
|
|
2020
Q3 | $43K | Hold |
8,000
| – | – | 0.03% | 209 |
|
|
2020
Q2 | $57K | Hold |
8,000
| – | – | 0.04% | 169 |
|
|
2020
Q1 | $37K | Hold |
8,000
| – | – | 0.03% | 187 |
|
|
2019
Q4 | $103K | Hold |
8,000
| – | – | 0.07% | 126 |
|
|
2019
Q3 | $105K | Hold |
8,000
| – | – | 0.08% | 123 |
|
|
2019
Q2 | $113K | Hold |
8,000
| – | – | 0.08% | 114 |
|
|
2019
Q1 | $123K | Hold |
8,000
| – | – | 0.09% | 107 |
|
|
2018
Q4 | $106K | Hold |
8,000
| – | – | 0.09% | 113 |
|
|
2018
Q3 | $139K | Hold |
8,000
| – | – | 0.1% | 100 |
|
|
2018
Q2 | $138K | Hold |
8,000
| – | – | 0.1% | 102 |
|
|
2018
Q1 | $114K | Hold |
8,000
| – | – | 0.09% | 99 |
|
|
2017
Q4 | $138K | Hold |
8,000
| – | – | 0.11% | 87 |
|
|
2017
Q3 | $139K | Buy |
+8,000
| New | +$140K | 0.11% | 83 |
|
|
2017
Q2 | – | Sell |
-8,000
| Closed | -$158K | – | 223 |
|
|
2017
Q1 | $158K | Hold |
8,000
| – | – | 0.14% | 72 |
|
|
2016
Q4 | $154K | Hold |
8,000
| – | – | 0.14% | 75 |
|
|
2016
Q3 | $134K | Hold |
8,000
| – | – | 0.13% | 69 |
|
|
2016
Q2 | $115K | Hold |
8,000
| – | – | 0.11% | 70 |
|
|
2016
Q1 | $57K | Hold |
8,000
| – | – | 0.06% | 108 |
|
|
2015
Q4 | $110K | Hold |
8,000
| – | – | 0.11% | 72 |
|
|
2015
Q3 | $166K | Hold |
8,000
| – | – | 0.17% | 53 |
|
|
2015
Q2 | $257K | Hold |
8,000
| – | – | 0.24% | 45 |
|
|
2015
Q1 | $253K | Hold |
8,000
| – | – | 0.24% | 44 |
|
|
2014
Q4 | $230K | Buy |
+8,000
| New | +$230K | 0.22% | 46 |
|
Other funds holding ET
AA
TCA
AllSquare Wealth Management's ET Position: Q3 2025 in Review
AllSquare Wealth Management held its Energy Transfer Partners (ET) position steady in Q3 2025 at 8,621 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #129.
AllSquare Wealth Management first reported a position in ET in Q4 2014 and has held it in 43 quarters since. The position peaked at $257K in Q2 2015. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.
- AllSquare Wealth Management held 8,621 shares of Energy Transfer Partners worth $148K as of Q3 2025.
- AllSquare Wealth Management left its Energy Transfer Partners share count unchanged in Q3 2025.
- Energy Transfer Partners made up 0.08% of AllSquare Wealth Management's portfolio in Q3 2025, its #129 holding.
- AllSquare Wealth Management first reported a position in Energy Transfer Partners in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's Energy Transfer Partners position peaked at $257K in Q2 2015.
- 1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.