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Capital A Wealth Management’s Energy Transfer Partners ET Stock Holding History

Capital A Wealth 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
Q2 		– Sell
-1,507
Closed -$28K – 578
2025
Q1 		$28K Buy
1,507
+175
+13% +$3.41K 0.03% 197
2024
Q4 		$26.1K Buy
+1,332
New +$23.6K 0.04% 205

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Capital A Wealth Management's ET Position: Q2 2025 in Review

Capital A Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 1,507 shares — an estimated $28K sold.

Capital A Wealth Management first reported a position in ET in Q4 2024 and held it in 2 quarters. The position peaked at $28K in Q1 2025. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • Capital A Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,507 Energy Transfer Partners shares in Q2 2025, an estimated $28K.
  • Capital A Wealth Management first reported a position in Energy Transfer Partners in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Energy Transfer Partners position peaked at $28K in Q1 2025.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.