Castalian Partners’s Energy Transfer Partners ET Stock Holding History

Castalian 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
2025 Q1	–	Sell	-225,618	Closed	-$4.42M	–	16
2024 Q4	$4.42M	Buy	+225,618	New	+$4M	2.24%	12

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

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

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

Castalian Partners's ET Position: Q1 2025 in Review

Castalian Partners sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 225,618 shares — an estimated $4.42M sold.

Castalian Partners first reported a position in ET in Q4 2024 and held it in 1 quarter. The position peaked at $4.42M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Castalian Partners reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Castalian Partners sold 225,618 Energy Transfer Partners shares in Q1 2025, an estimated $4.42M.
Castalian Partners first reported a position in Energy Transfer Partners in Q4 2024 and held it in 1 quarter.
Castalian Partners's Energy Transfer Partners position peaked at $4.42M in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Castalian Partners's 13F filing for Q1 2025, filed 15 May 2025.