Congress Wealth Management’s Energy Transfer Partners ET Stock Holding History

Congress Wealth Management’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	$739K	Buy	40,778 +1,711	+4%	+$29.9K	0.01%	794
2025 Q1	$728K	Buy	+39,067	New	+$761K	0.01%	710
2024 Q2	–	Sell	-70,988	Closed	-$1.12M	–	718
2024 Q1	$1.12M	Sell	70,988 -10,003	-12%	-$146K	0.02%	366
2023 Q4	$1.12M	Sell	80,991 -13,115	-14%	-$178K	0.02%	381
2023 Q3	$1.32M	Buy	94,106 +13,106	+16%	+$174K	0.03%	347
2023 Q2	$1.03M	Sell	81,000 -100	-0.1%	-$1.27K	0.02%	334
2023 Q1	$1.01M	Sell	81,100 -10,000	-11%	-$126K	0.02%	338
2022 Q4	$1.08M	Sell	91,100 -15,000	-14%	-$180K	0.03%	325
2022 Q3	$1.17M	Hold	106,100	–	–	0.03%	324
2022 Q2	$1.06M	Sell	106,100 -30,000	-22%	-$336K	0.03%	326
2022 Q1	$1.52M	Sell	136,100 -37,846	-22%	-$375K	0.03%	311
2021 Q4	$1.43M	Buy	+173,946	New	+$1.58M	0.03%	334

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Congress Wealth Management's ET Position: Q2 2025 in Review

Congress Wealth Management increased its Energy Transfer Partners (ET) stake by 4.4% in Q2 2025, buying an estimated $29.9K and bringing the position to 40,778 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #794.

Congress Wealth Management first reported a position in ET in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.52M in Q1 2022. 1,232 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Congress Wealth Management held 40,778 shares of Energy Transfer Partners worth $739K as of Q2 2025.
Congress Wealth Management bought 1,711 Energy Transfer Partners shares in Q2 2025, an estimated $29.9K.
Energy Transfer Partners made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #794 holding.
Congress Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 12 quarters since.
Congress Wealth Management's Energy Transfer Partners position peaked at $1.52M in Q1 2022.
1,232 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.