Edmond de Rothschild Holding’s Energy Transfer Partners ET Stock Holding History

Edmond de Rothschild Holding’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 Q2	–	Sell	-3,496	Closed	-$65K	–	574
2025 Q1	$65K	Sell	3,496 -27,003	-89%	-$526K	﹤0.01%	446
2024 Q4	$597K	Buy	+30,499	New	+$540K	0.01%	319

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edmond de Rothschild Holding's ET Position: Q2 2025 in Review

Edmond de Rothschild Holding sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 3,496 shares — an estimated $65K sold.

Edmond de Rothschild Holding first reported a position in ET in Q4 2024 and held it in 2 quarters. The position peaked at $597K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Edmond de Rothschild Holding reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 3,496 Energy Transfer Partners shares in Q2 2025, an estimated $65K.
Edmond de Rothschild Holding first reported a position in Energy Transfer Partners in Q4 2024 and held it in 2 quarters.
Edmond de Rothschild Holding's Energy Transfer Partners position peaked at $597K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2025, filed 12 Aug 2025.