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Coppell Advisory Solutions’s Energy Transfer Partners ET Stock Holding History

Coppell Advisory Solutions’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
-2,477
Closed -$48.5K – 798
2024
Q4 		$48.5K Buy
2,477
+244
+11% +$4.32K 0.01% 595
2024
Q3 		$35.9K Sell
2,233
-34
-1% -$547 0.01% 661
2024
Q2 		$36.8K Buy
+2,267
New +$35.6K 0.01% 573
2023
Q4 		$26.2K Buy
1,896
+117
+7% +$1.59K 0.01% 656
2023
Q3 		$21.1K Sell
1,779
-55
-3% -$730 0.01% 486
2023
Q2 		$23.4K Buy
+1,834
New +$23.2K 0.01% 530
2023
Q1 		– Sell
-1,779
Closed -$21.1K – 471
2022
Q4 		$21.1K Buy
+1,779
New +$21.3K 0.01% 493

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Coppell Advisory Solutions's ET Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 2,477 shares — an estimated $48.5K sold.

Coppell Advisory Solutions first reported a position in ET in Q4 2022 and held it in 7 quarters. The position peaked at $48.5K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,477 Energy Transfer Partners shares in Q1 2025, an estimated $48.5K.
  • Coppell Advisory Solutions first reported a position in Energy Transfer Partners in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Energy Transfer Partners position peaked at $48.5K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.