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Buckingham Strategic Wealth’s Energy Transfer Partners ET Stock Holding History

Buckingham Strategic 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
Q2 		$1.25M Buy
76,978
+13,606
+21% +$214K 0.01% 299
2024
Q1 		$997K Buy
63,372
+93
+0.1% +$1.35K 0.01% 337
2023
Q4 		$873K Buy
63,279
+819
+1% +$11.1K 0.01% 344
2023
Q3 		$876K Buy
62,460
+325
+0.5% +$4.31K 0.01% 313
2023
Q2 		$789K Buy
62,135
+7,661
+14% +$97.1K 0.01% 333
2023
Q1 		$647K Hold
54,474
– – 0.01% 328
2022
Q4 		$647K Sell
54,474
-2,308
-4% -$27.7K 0.01% 330
2022
Q3 		$626K Buy
56,782
+1,413
+3% +$15.7K 0.01% 320
2022
Q2 		$553K Sell
55,369
-1,488
-3% -$16.7K 0.01% 354
2022
Q1 		$636K Buy
56,857
+546
+1% +$5.41K 0.01% 325
2021
Q4 		$463K Buy
56,311
+545
+1% +$4.95K 0.01% 383
2021
Q3 		$534K Sell
55,766
-220
-0.4% -$2.11K 0.01% 346
2021
Q2 		$595K Sell
55,986
-7,356
-12% -$70.5K 0.01% 320
2021
Q1 		$486K Buy
63,342
+310
+0.5% +$2.26K 0.02% 337
2020
Q4 		$390K Buy
63,032
+2,000
+3% +$12.1K 0.02% 365
2020
Q3 		$331K Sell
61,032
-2,911
-5% -$18.5K 0.03% 344
2020
Q2 		$455K Buy
63,943
+4,000
+7% +$29.6K 0.04% 233
2020
Q1 		$276K Sell
59,943
-2,000
-3% -$21.3K 0.03% 359
2019
Q4 		$795K Buy
61,943
+152
+0.2% +$1.87K 0.08% 190
2019
Q3 		$808K Sell
61,791
-2,200
-3% -$30.7K 0.09% 170
2019
Q2 		$901K Buy
63,991
+34,659
+118% +$513K 0.1% 157
2019
Q1 		$451K Sell
29,332
-1,511
-5% -$22.5K 0.06% 241
2018
Q4 		$407K Buy
+30,843
New +$468K 0.06% 215

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

Buckingham Strategic Wealth's ET Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Energy Transfer Partners (ET) stake by 21% in Q2 2024, buying an estimated $214K and bringing the position to 76,978 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #299.

Buckingham Strategic Wealth first reported a position in ET in Q4 2018 and has held it in 23 quarters since. 1,079 funds tracked by Wall St. Rank hold ET as of Q2 2024.

  • Buckingham Strategic Wealth held 76,978 shares of Energy Transfer Partners worth $1.25M as of Q2 2024.
  • Buckingham Strategic Wealth bought 13,606 Energy Transfer Partners shares in Q2 2024, an estimated $214K.
  • Energy Transfer Partners made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #299 holding.
  • Buckingham Strategic Wealth first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 23 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.