Atalanta Sosnoff Capital’s Energy Transfer Partners ET Stock Holding History

Atalanta Sosnoff Capital’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-40,000	Closed	-$784K	–	108
2024 Q4	$784K	Buy	+40,000	New	+$708K	0.02%	65
2022 Q3	–	Sell	-78,900	Closed	-$787K	–	97
2022 Q2	$787K	Sell	78,900 -21,400	-21%	-$240K	0.02%	72
2022 Q1	$1.12M	Buy	+100,300	New	+$995K	0.03%	79
2019 Q3	–	Sell	-49,400	Closed	-$696K	–	99
2019 Q2	$696K	Buy	+49,400	New	+$731K	0.02%	71

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atalanta Sosnoff Capital's ET Position: Q1 2025 in Review

Atalanta Sosnoff Capital sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 40,000 shares — an estimated $784K sold.

Atalanta Sosnoff Capital first reported a position in ET in Q2 2019 and held it in 4 quarters. The position peaked at $1.12M in Q1 2022. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Atalanta Sosnoff Capital reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Atalanta Sosnoff Capital sold 40,000 Energy Transfer Partners shares in Q1 2025, an estimated $784K.
Atalanta Sosnoff Capital first reported a position in Energy Transfer Partners in Q2 2019 and held it in 4 quarters.
Atalanta Sosnoff Capital's Energy Transfer Partners position peaked at $1.12M in Q1 2022.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Atalanta Sosnoff Capital's 13F filing for Q1 2025, filed 15 May 2025.