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Bourgeon Capital Management’s Energy Transfer Partners ET Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-67,170
Closed -$1.32M – 115
2024
Q4 		$1.32M Sell
67,170
-40,325
-38% -$714K 0.25% 57
2024
Q3 		$1.73M Sell
107,495
-156,032
-59% -$2.51M 0.33% 54
2024
Q2 		$4.27M Buy
263,527
+1,032
+0.4% +$16.2K 0.84% 42
2024
Q1 		$4.13M Sell
262,495
-1,500
-0.6% -$21.8K 0.81% 42
2023
Q4 		$3.64M Hold
263,995
– – 0.81% 44
2023
Q3 		$3.7M Hold
263,995
– – 0.87% 41
2023
Q2 		$3.35M Hold
263,995
– – 0.78% 45
2023
Q1 		$3.29M Sell
263,995
-1,500
-0.6% -$19K 0.78% 45
2022
Q4 		$3.15M Hold
265,495
– – 0.77% 41
2022
Q3 		$2.93M Buy
265,495
+10,500
+4% +$117K 0.81% 41
2022
Q2 		$2.54M Buy
254,995
+20,000
+9% +$224K 0.67% 44
2022
Q1 		$2.63M Buy
234,995
+27,495
+13% +$273K 0.6% 46
2021
Q4 		$1.71M Buy
207,500
+102,500
+98% +$931K 0.35% 53
2021
Q3 		$1.01M Buy
+105,000
New +$1.01M 0.22% 60
2021
Q1 		– Sell
-55,000
Closed -$340K – 286
2020
Q4 		$340K Sell
55,000
-60,000
-52% -$363K 0.08% 86
2020
Q3 		$623K Buy
115,000
+27,500
+31% +$175K 0.19% 65
2020
Q2 		$623K Buy
87,500
+75,000
+600% +$556K 0.22% 58
2020
Q1 		$58K Hold
12,500
– – 0.03% 102
2019
Q4 		$160K Buy
12,500
+4,000
+47% +$49.3K 0.08% 76
2019
Q3 		$111K Buy
+8,500
New +$119K 0.06% 83

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bourgeon Capital Management's ET Position: Q1 2025 in Review

Bourgeon Capital Management sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 67,170 shares — an estimated $1.32M sold.

Bourgeon Capital Management first reported a position in ET in Q3 2019 and held it in 20 quarters. The position peaked at $4.27M in Q2 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Bourgeon Capital Management reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 67,170 Energy Transfer Partners shares in Q1 2025, an estimated $1.32M.
  • Bourgeon Capital Management first reported a position in Energy Transfer Partners in Q3 2019 and held it in 20 quarters.
  • Bourgeon Capital Management's Energy Transfer Partners position peaked at $4.27M in Q2 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Bourgeon Capital Management's 13F filing for Q1 2025, filed 9 Apr 2025.