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

Copia 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
Q1 		– Sell
-68
Closed -$1.33K – 461
2024
Q4 		$1.33K Buy
+68
New +$1.2K ﹤0.01% 371

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Invesco
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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Copia Wealth Management's ET Position: Q1 2025 in Review

Copia Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 68 shares — an estimated $1.33K sold.

Copia Wealth Management first reported a position in ET in Q4 2024 and held it in 1 quarter. The position peaked at $1.33K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Copia Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 68 Energy Transfer Partners shares in Q1 2025, an estimated $1.33K.
  • Copia Wealth Management first reported a position in Energy Transfer Partners in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Energy Transfer Partners position peaked at $1.33K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.