Charter Oak Advisors’s Energy Transfer Partners ET Stock Holding History

Charter Oak 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
2025 Q1	–	Sell	-667,944	Closed	-$13.1M	–	16
2024 Q4	$13.1M	Buy	+667,944	New	+$11.8M	7.5%	6

Other funds holding ET

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

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

Charter Oak Advisors's ET Position: Q1 2025 in Review

Charter Oak Advisors sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 667,944 shares — an estimated $13.1M sold.

Charter Oak Advisors first reported a position in ET in Q4 2024 and held it in 1 quarter. The position peaked at $13.1M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Charter Oak Advisors reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Charter Oak Advisors sold 667,944 Energy Transfer Partners shares in Q1 2025, an estimated $13.1M.
Charter Oak Advisors first reported a position in Energy Transfer Partners in Q4 2024 and held it in 1 quarter.
Charter Oak Advisors's Energy Transfer Partners position peaked at $13.1M in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Charter Oak Advisors's 13F filing for Q1 2025, filed 13 May 2025.