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Atticus Wealth Management’s Energy Transfer Partners ET Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-5,472
Closed -$99.2K – 336
2025
Q2 		$99.2K Buy
5,472
+79
+1% +$1.38K 0.03% 241
2025
Q1 		$100K Buy
5,393
+70
+1% +$1.36K 0.03% 163
2024
Q4 		$104K Buy
5,323
+4,300
+420% +$76.1K 0.03% 163
2024
Q3 		$16.4K Hold
1,023
– – 0.01% 348
2024
Q2 		$16.6K Sell
1,023
-2,737
-73% -$43K 0.01% 334
2024
Q1 		$59.2K Buy
3,760
+57
+2% +$830 0.02% 226
2023
Q4 		$51.1K Buy
3,703
+59
+2% +$802 0.02% 244
2023
Q3 		$51.1K Buy
3,644
+61
+2% +$809 0.02% 242
2023
Q2 		$45.5K Buy
3,583
+1,083
+43% +$13.7K 0.02% 267
2023
Q1 		$31.2K Hold
2,500
– – 0.01% 290
2022
Q4 		$29.7K Buy
+2,500
New +$30K 0.01% 296
2022
Q3 		– Sell
-2,000
Closed -$20K – 580
2022
Q2 		$20K Hold
2,000
– – 0.01% 336
2022
Q1 		$22K Hold
2,000
– – 0.01% 323
2021
Q4 		$16K Hold
2,000
– – 0.01% 323
2021
Q3 		$19K Hold
2,000
– – 0.01% 312
2021
Q2 		$21K Hold
2,000
– – 0.01% 289
2021
Q1 		$15K Hold
2,000
– – 0.01% 286
2020
Q4 		$12K Hold
2,000
– – 0.01% 288
2020
Q3 		$11K Hold
2,000
– – 0.01% 251
2020
Q2 		$14K Buy
+2,000
New +$14.8K 0.01% 229

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atticus Wealth Management's ET Position: Q3 2025 in Review

Atticus Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 5,472 shares — an estimated $99.2K sold.

Atticus Wealth Management first reported a position in ET in Q2 2020 and held it in 20 quarters. The position peaked at $104K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • Atticus Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 5,472 Energy Transfer Partners shares in Q3 2025, an estimated $99.2K.
  • Atticus Wealth Management first reported a position in Energy Transfer Partners in Q2 2020 and held it in 20 quarters.
  • Atticus Wealth Management's Energy Transfer Partners position peaked at $104K in Q4 2024.
  • 1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.