Carolinas Wealth Consulting’s Energy Transfer Partners ET Stock Holding History

Carolinas Wealth Consulting’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	-5,036	Closed	-$93.6K	–	287
2025 Q1	$93.6K	Buy	5,036 +79	+2%	+$1.54K	0.02%	252
2024 Q4	$97.1K	Buy	4,957 +1,073	+28%	+$19K	0.02%	253
2024 Q3	$62.3K	Buy	3,884 +77	+2%	+$1.24K	0.01%	330
2024 Q2	$61.7K	Buy	3,807 +565	+17%	+$8.88K	0.01%	339
2024 Q1	$51K	Buy	3,242 +70	+2%	+$1.02K	0.01%	370
2023 Q4	$43.8K	Sell	3,172 -9,938	-76%	-$135K	0.01%	354
2023 Q3	$172K	Buy	13,110 +10,561	+414%	+$140K	0.04%	158
2023 Q2	$32.4K	Buy	2,549 +1,526	+149%	+$19.3K	0.01%	411
2023 Q1	$12.8K	Buy	+1,023	New	+$12.9K	﹤0.01%	572
2022 Q1	–	Sell	-114	Closed	-$1K	–	937
2021 Q4	$1K	Hold	114	–	–	﹤0.01%	874
2021 Q3	$1K	Hold	114	–	–	﹤0.01%	850
2021 Q2	$1K	Hold	114	–	–	﹤0.01%	861
2021 Q1	$1K	Hold	114	–	–	﹤0.01%	864
2020 Q4	$1K	Hold	114	–	–	﹤0.01%	790
2020 Q3	$1K	Hold	114	–	–	﹤0.01%	819
2020 Q2	$1K	Buy	+114	New	+$845	﹤0.01%	563

Other funds holding ET

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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 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

Carolinas Wealth Consulting's ET Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 5,036 shares — an estimated $93.6K sold.

Carolinas Wealth Consulting first reported a position in ET in Q2 2020 and held it in 16 quarters. The position peaked at $172K in Q3 2023. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5,036 Energy Transfer Partners shares in Q2 2025, an estimated $93.6K.
Carolinas Wealth Consulting first reported a position in Energy Transfer Partners in Q2 2020 and held it in 16 quarters.
Carolinas Wealth Consulting's Energy Transfer Partners position peaked at $172K in Q3 2023.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.