Cornerstone Wealth Group’s Energy Transfer Partners ET Stock Holding History

Cornerstone Wealth Group’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 Q3	–	Sell	-11,582	Closed	-$210K	–	359
2025 Q2	$210K	Buy	+11,582	New	+$202K	0.02%	307
2019 Q3	–	Sell	-172,517	Closed	-$2.43M	–	140
2019 Q2	$2.43M	Buy	172,517 +12,401	+8%	+$184K	0.65%	41
2019 Q1	$2.46M	Buy	+160,116	New	+$2.38M	0.62%	33

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

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

TCA

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

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

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

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

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

Cornerstone Wealth Group's ET Position: Q3 2025 in Review

Cornerstone Wealth Group sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 11,582 shares — an estimated $210K sold.

Cornerstone Wealth Group first reported a position in ET in Q1 2019 and held it in 3 quarters. The position peaked at $2.46M in Q1 2019. 1,224 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Cornerstone Wealth Group reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Cornerstone Wealth Group sold 11,582 Energy Transfer Partners shares in Q3 2025, an estimated $210K.
Cornerstone Wealth Group first reported a position in Energy Transfer Partners in Q1 2019 and held it in 3 quarters.
Cornerstone Wealth Group's Energy Transfer Partners position peaked at $2.46M in Q1 2019.
1,224 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Cornerstone Wealth Group's 13F filing for Q3 2025, filed 30 Oct 2025.