Bard Financial Services’s Energy Transfer Partners ET Stock Holding History

Bard Financial Services’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	$1.21M	Buy	70,750 +2,500	+4%	+$43.8K	0.13%	112
2025 Q2	$1.24M	Hold	68,250	–	–	0.15%	107
2025 Q1	$1.27M	Buy	68,250 +12,500	+22%	+$244K	0.16%	100
2024 Q4	$1.09M	Hold	55,750	–	–	0.13%	108
2024 Q3	$895K	Sell	55,750 -15,000	-21%	-$241K	0.11%	119
2024 Q2	$1.15M	Buy	70,750 +10,000	+16%	+$157K	0.12%	113
2024 Q1	$956K	Hold	60,750	–	–	0.1%	121
2023 Q4	$838K	Hold	60,750	–	–	0.09%	125
2023 Q3	$852K	Buy	60,750 +2,500	+4%	+$33.2K	0.11%	120
2023 Q2	$740K	Buy	58,250 +6,250	+12%	+$79.2K	0.06%	186
2023 Q1	$648K	Hold	52,000	–	–	0.05%	194
2022 Q4	$617K	Buy	52,000 +20,750	+66%	+$249K	0.05%	192
2022 Q3	$345K	Buy	31,250 +16,250	+108%	+$181K	0.03%	223
2022 Q2	$150K	Buy	+15,000	New	+$168K	0.01%	276

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's ET Position: Q3 2025 in Review

Bard Financial Services increased its Energy Transfer Partners (ET) stake by 3.7% in Q3 2025, buying an estimated $43.8K and bringing the position to 70,750 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #112.

Bard Financial Services first reported a position in ET in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q1 2025. 1,224 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Bard Financial Services held 70,750 shares of Energy Transfer Partners worth $1.21M as of Q3 2025.
Bard Financial Services bought 2,500 Energy Transfer Partners shares in Q3 2025, an estimated $43.8K.
Energy Transfer Partners made up 0.13% of Bard Financial Services's portfolio in Q3 2025, its #112 holding.
Bard Financial Services first reported a position in Energy Transfer Partners in Q2 2022 and has held it in 14 quarters since.
Bard Financial Services's Energy Transfer Partners position peaked at $1.27M in Q1 2025.
1,224 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.