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

Burkett 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	–	Sell	-293	Closed	-$5.31K	–	228
2025 Q2	$5.31K	Buy	293 +5	+2%	+$87	﹤0.01%	165
2025 Q1	$5.34K	Buy	288 +5	+2%	+$97	﹤0.01%	187
2024 Q4	$5.54K	Buy	283 +5	+2%	+$89	﹤0.01%	156
2024 Q3	$4.46K	Buy	278 +5	+2%	+$80	﹤0.01%	157
2024 Q2	$4.42K	Buy	273 +6	+2%	+$94	﹤0.01%	157
2024 Q1	$4.21K	Buy	267 +5	+2%	+$73	﹤0.01%	161
2023 Q4	$3.61K	Buy	+262	New	+$3.56K	﹤0.01%	161

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Burkett Financial Services sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 293 shares — an estimated $5.31K sold.

Burkett Financial Services first reported a position in ET in Q4 2023 and held it in 7 quarters. The position peaked at $5.54K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Burkett Financial Services reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Burkett Financial Services sold 293 Energy Transfer Partners shares in Q3 2025, an estimated $5.31K.
Burkett Financial Services first reported a position in Energy Transfer Partners in Q4 2023 and held it in 7 quarters.
Burkett Financial Services's Energy Transfer Partners position peaked at $5.54K in Q4 2024.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.