Capasso Planning Partners’s Energy Transfer Partners ET Stock Holding History

Capasso Planning Partners’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	–	Sell	-17,500	Closed	-$281K	–	113
2024 Q3	$281K	Hold	17,500	–	–	0.08%	124
2024 Q2	$284K	Hold	17,500	–	–	0.09%	116
2024 Q1	$275K	Hold	17,500	–	–	0.11%	89
2023 Q4	$242K	Hold	17,500	–	–	0.11%	92
2023 Q3	$246K	Hold	17,500	–	–	0.13%	83
2023 Q2	$222K	Hold	17,500	–	–	0.12%	86
2023 Q1	$218K	Hold	17,500	–	–	0.13%	88
2022 Q4	$208K	Hold	17,500	–	–	0.13%	93
2022 Q3	$193K	Hold	17,500	–	–	0.13%	85
2022 Q2	$175K	Hold	17,500	–	–	0.12%	85
2022 Q1	$196K	Buy	17,500 +2,500	+17%	+$24.8K	0.14%	86
2021 Q4	$123K	Buy	+15,000	New	+$136K	0.09%	80

Other funds holding ET

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Capasso Planning Partners's ET Position: Q4 2024 in Review

Capasso Planning Partners sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 17,500 shares — an estimated $281K sold.

Capasso Planning Partners first reported a position in ET in Q4 2021 and held it in 12 quarters. The position peaked at $284K in Q2 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Capasso Planning Partners reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 17,500 Energy Transfer Partners shares in Q4 2024, an estimated $281K.
Capasso Planning Partners first reported a position in Energy Transfer Partners in Q4 2021 and held it in 12 quarters.
Capasso Planning Partners's Energy Transfer Partners position peaked at $284K in Q2 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.