Centerpoint Advisors’s Energy Transfer Partners ET Stock Holding History

Centerpoint Advisors’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
2026 Q1	$8K	Sell	409 -25	-6%	-$458	﹤0.01%	328
2025 Q4	$7K	Hold	434	–	–	﹤0.01%	342
2025 Q3	$7K	Hold	434	–	–	﹤0.01%	347
2025 Q2	$8K	Hold	434	–	–	﹤0.01%	317
2025 Q1	$8K	Hold	434	–	–	﹤0.01%	330
2024 Q4	$9K	Hold	434	–	–	﹤0.01%	351
2024 Q3	$7K	Buy	434 +50	+13%	+$804	﹤0.01%	379
2024 Q2	$6K	Hold	384	–	–	﹤0.01%	371
2024 Q1	$6K	Hold	384	–	–	﹤0.01%	349
2023 Q4	$5K	Hold	384	–	–	﹤0.01%	357
2023 Q3	$5K	Hold	384	–	–	﹤0.01%	383
2023 Q2	$5K	Hold	384	–	–	﹤0.01%	388
2023 Q1	$5K	Buy	+384	New	+$4.85K	﹤0.01%	390

Other funds holding ET

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return