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Bison Wealth’s Energy Transfer Partners ET Stock Holding History

Bison Wealth’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
2024
Q4 		$625K Sell
31,892
-1,949
-6% -$34.5K 0.14% 125
2024
Q3 		$543K Buy
33,841
+1,143
+3% +$18.4K 0.09% 226
2024
Q2 		$514K Hold
32,698
– – 0.08% 239
2024
Q1 		$514K Buy
32,698
+4,005
+14% +$58.3K 0.08% 239
2023
Q4 		$396K Buy
28,693
+1,866
+7% +$25.4K 0.07% 271
2023
Q3 		$376K Buy
26,827
+1,944
+8% +$25.8K 0.07% 269
2023
Q2 		$316K Buy
24,883
+1,872
+8% +$23.7K 0.06% 280
2023
Q1 		$284K Buy
23,011
+1,002
+5% +$12.7K 0.09% 205
2022
Q4 		$288K Buy
22,009
+3,268
+17% +$39.2K 0.09% 212
2022
Q3 		$206K Buy
18,741
+3,000
+19% +$33.4K 0.08% 234
2022
Q2 		$157K Sell
15,741
-830
-5% -$9.3K 0.09% 186
2022
Q1 		$185K Buy
+16,571
New +$164K 0.09% 213
2019
Q4 		– Sell
-10,425
Closed -$136K – 391
2019
Q3 		$136K Sell
10,425
-1,208
-10% -$16.8K 0.08% 222
2019
Q2 		$164K Buy
+11,633
New +$172K 0.1% 219
2015
Q3 		– Sell
-92,286
Closed -$1.47M – 233
2015
Q2 		$1.47M Buy
+92,286
New +$3.09M 0.86% 27

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bison Wealth's ET Position: Q4 2024 in Review

Bison Wealth reduced its Energy Transfer Partners (ET) stake by 5.8% in Q4 2024, selling an estimated $34.5K and leaving 31,892 shares worth $625K. The position accounts for 0.14% of the portfolio, ranked #125.

Bison Wealth first reported a position in ET in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.47M in Q2 2015. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • Bison Wealth held 31,892 shares of Energy Transfer Partners worth $625K as of Q4 2024.
  • Bison Wealth sold 1,949 Energy Transfer Partners shares in Q4 2024, an estimated $34.5K.
  • Energy Transfer Partners made up 0.14% of Bison Wealth's portfolio in Q4 2024, its #125 holding.
  • Bison Wealth first reported a position in Energy Transfer Partners in Q2 2015 and has held it in 15 quarters since.
  • Bison Wealth's Energy Transfer Partners position peaked at $1.47M in Q2 2015.
  • 1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.