Edgemoor Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Edgemoor Investment Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$374K	Hold	20,620	–	–	0.03%	129
2025 Q1	$383K	Hold	20,620	–	–	0.04%	123
2024 Q4	$404K	Hold	20,620	–	–	0.04%	125
2024 Q3	$331K	Buy	20,620 +480	+2%	+$7.7K	0.03%	132
2024 Q2	$327K	Hold	20,140	–	–	0.03%	129
2024 Q1	$317K	Hold	20,140	–	–	0.03%	132
2023 Q4	$278K	Hold	20,140	–	–	0.03%	139
2023 Q3	$283K	Hold	20,140	–	–	0.03%	134
2023 Q2	$256K	Sell	20,140 -400	-2%	-$5.08K	0.03%	142
2023 Q1	$256K	Sell	20,540 -400	-2%	-$4.99K	0.03%	137
2022 Q4	$249K	Buy	20,940 +400	+2%	+$4.75K	0.03%	150
2022 Q3	$227K	Hold	20,540	–	–	0.03%	132
2022 Q2	$205K	Hold	20,540	–	–	0.03%	150
2022 Q1	$230K	Sell	20,540 -340	-2%	-$3.81K	0.02%	149
2021 Q4	$172K	Sell	20,880 -2,305	-10%	-$19K	0.02%	144
2021 Q3	$222K	Sell	23,185 -3,180	-12%	-$30.4K	0.03%	126
2021 Q2	$280K	Sell	26,365 -4,280	-14%	-$45.5K	0.03%	116
2021 Q1	$235K	Hold	30,645	–	–	0.02%	123
2020 Q4	$189K	Hold	30,645	–	–	0.02%	129
2020 Q3	$166K	Hold	30,645	–	–	0.02%	124
2020 Q2	$218K	Sell	30,645 -1,400	-4%	-$9.96K	0.03%	113
2020 Q1	$147K	Sell	32,045 -5,675	-15%	-$26K	0.02%	113
2019 Q4	$484K	Hold	37,720	–	–	0.06%	96
2019 Q3	$493K	Hold	37,720	–	–	0.06%	96
2019 Q2	$531K	Sell	37,720 -6,400	-15%	-$90.1K	0.07%	96
2019 Q1	$678K	Sell	44,120 -1,760	-4%	-$27K	0.09%	89
2018 Q4	$606K	Buy	45,880 +1,040	+2%	+$13.7K	0.09%	90
2018 Q3	$782K	Sell	44,840 -3,256	-7%	-$56.8K	0.1%	87
2018 Q2	$830K	Hold	48,096	–	–	0.11%	82
2018 Q1	$683K	Sell	48,096 -12,540	-21%	-$178K	0.09%	93
2017 Q4	$1.11M	Sell	60,636 -860	-1%	-$15.7K	0.14%	78
2017 Q3	$1.07M	Sell	61,496 -1,700	-3%	-$29.6K	0.14%	81
2017 Q2	$1.14M	Sell	63,196 -1,600	-2%	-$28.7K	0.15%	80
2017 Q1	$1.28M	Sell	64,796 -300	-0.5%	-$5.92K	0.18%	76
2016 Q4	$1.26M	Hold	65,096	–	–	0.19%	73
2016 Q3	$1.09M	Sell	65,096 -3,949	-6%	-$66.3K	0.17%	76
2016 Q2	$992K	Buy	69,045 +48	+0.1%	+$690	0.16%	78
2016 Q1	$492K	Sell	68,997 -2,659	-4%	-$19K	0.08%	96
2015 Q4	$985K	Sell	71,656 -1,900	-3%	-$26.1K	0.15%	87
2015 Q3	$1.53M	Hold	73,556	–	–	0.23%	78
2015 Q2	$2.36M	Sell	73,556 -1,540	-2%	-$49.4K	0.34%	68
2015 Q1	$2.38M	Sell	75,096 -5,420	-7%	-$172K	0.34%	64
2014 Q4	$2.31M	Sell	80,516 -164	-0.2%	-$4.71K	0.34%	64
2014 Q3	$2.49M	Sell	80,680 -1,000	-1%	-$30.9K	0.37%	68
2014 Q2	$2.41M	Sell	81,680 -400	-0.5%	-$11.8K	0.35%	70
2014 Q1	$1.92M	Sell	82,080 -300	-0.4%	-$7.01K	0.3%	70
2013 Q4	$1.68M	Sell	82,380 -1,320	-2%	-$27K	0.27%	71
2013 Q3	$1.38M	Sell	83,700 -1,600	-2%	-$26.3K	0.24%	76
2013 Q2	$1.28M	Buy	+85,300	New	+$1.28M	0.23%	84