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Edge Capital Group’s Energy Transfer Partners ET Stock Holding History

Edge Capital 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
2024
Q4 		$1.93M Buy
98,295
+2,345
+2% +$41.5K 0.09% 130
2024
Q3 		$1.54M Sell
95,950
-318
-0.3% -$5.12K 0.07% 137
2024
Q2 		$1.56M Buy
96,268
+2,054
+2% +$32.3K 0.08% 136
2024
Q1 		$1.48M Buy
94,214
+1,750
+2% +$25.5K 0.07% 142
2023
Q4 		$1.28M Buy
92,464
+26
+0% +$353 0.07% 147
2023
Q3 		$1.3M Sell
92,438
-6,571
-7% -$87.2K 0.08% 137
2023
Q2 		$1.26M Sell
99,009
-8,612
-8% -$109K 0.07% 160
2023
Q1 		$1.34M Buy
107,621
+6,317
+6% +$79.8K 0.08% 149
2022
Q4 		$1.2M Hold
101,304
– – 0.08% 130
2022
Q3 		$1.12M Sell
101,304
-125,000
-55% -$1.39M 0.09% 125
2022
Q2 		$2.26M Hold
226,304
– – 0.2% 92
2022
Q1 		$2.53M Buy
226,304
+9,200
+4% +$91.2K 0.17% 97
2021
Q4 		$1.79M Sell
217,104
-2,021
-0.9% -$18.4K 0.13% 109
2021
Q3 		$2.1M Hold
219,125
– – 0.17% 97
2021
Q2 		$2.33M Sell
219,125
-113,029
-34% -$1.08M 0.19% 91
2021
Q1 		$2.55M Sell
332,154
-72,022
-18% -$526K 0.21% 86
2020
Q4 		$2.5M Buy
404,176
+9,511
+2% +$57.5K 0.21% 89
2020
Q3 		$2.14M Buy
394,665
+49,793
+14% +$316K 0.21% 83
2020
Q2 		$2.46M Sell
344,872
-3,800
-1% -$28.2K 0.26% 80
2020
Q1 		$1.6M Buy
348,672
+12,455
+4% +$133K 0.19% 87
2019
Q4 		$4.31M Buy
336,217
+1,500
+0.4% +$18.5K 0.42% 56
2019
Q3 		$4.38M Buy
334,717
+90,995
+37% +$1.27M 0.44% 61
2019
Q2 		$3.43M Sell
243,722
-12,296
-5% -$182K 0.33% 66
2019
Q1 		$3.94M Buy
256,018
+23,546
+10% +$350K 0.39% 62
2018
Q4 		$3.07M Buy
+232,472
New +$3.53M 0.33% 65

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Edge Capital Group's ET Position: Q4 2024 in Review

Edge Capital Group increased its Energy Transfer Partners (ET) stake by 2.4% in Q4 2024, buying an estimated $41.5K and bringing the position to 98,295 shares worth $1.93M. The position accounts for 0.09% of the portfolio, ranked #130.

Edge Capital Group first reported a position in ET in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.38M in Q3 2019. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • Edge Capital Group held 98,295 shares of Energy Transfer Partners worth $1.93M as of Q4 2024.
  • Edge Capital Group bought 2,345 Energy Transfer Partners shares in Q4 2024, an estimated $41.5K.
  • Energy Transfer Partners made up 0.09% of Edge Capital Group's portfolio in Q4 2024, its #130 holding.
  • Edge Capital Group first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Energy Transfer Partners position peaked at $4.38M in Q3 2019.
  • 1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.