CMG Global Holdings’s Energy Transfer Partners ET Stock Holding History

CMG Global Holdings’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	-11,681	Closed	-$244K	–	87
2024 Q4	$244K	Buy	11,681 +92	+0.8%	+$1.63K	0.13%	85
2024 Q3	$186K	Sell	11,589 -1,565	-12%	-$25.2K	0.11%	93
2024 Q2	$213K	Sell	13,154 -870	-6%	-$13.7K	0.14%	85
2024 Q1	$221K	Buy	14,024 +98	+0.7%	+$1.43K	0.15%	87
2023 Q4	$201K	Buy	13,926 +1,117	+9%	+$15.2K	0.15%	87
2023 Q3	$180K	Buy	+12,809	New	+$170K	0.15%	82

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

CMG Global Holdings's ET Position: Q1 2025 in Review

CMG Global Holdings sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 11,681 shares — an estimated $244K sold.

CMG Global Holdings first reported a position in ET in Q3 2023 and held it in 6 quarters. The position peaked at $244K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

CMG Global Holdings reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
CMG Global Holdings sold 11,681 Energy Transfer Partners shares in Q1 2025, an estimated $244K.
CMG Global Holdings first reported a position in Energy Transfer Partners in Q3 2023 and held it in 6 quarters.
CMG Global Holdings's Energy Transfer Partners position peaked at $244K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on CMG Global Holdings's 13F filing for Q1 2025, filed 25 Apr 2025.