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Financial Advocates Investment Management’s Energy Transfer Partners ET Stock Holding History

Financial Advocates Investment Management’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
-10,074
Closed -$183K – 219
2025
Q2 		$183K Sell
10,074
-2,392
-19% -$41.7K 0.01% 592
2025
Q1 		$232K Sell
12,466
-5,769
-32% -$112K 0.02% 637
2024
Q4 		$357K Buy
18,235
+2,006
+12% +$35.5K 0.02% 553
2024
Q3 		$260K Sell
16,229
-744
-4% -$12K 0.01% 642
2024
Q2 		$275K Sell
16,973
-2,271
-12% -$35.7K 0.02% 596
2024
Q1 		$303K Buy
19,244
+7
+0% +$102 0.02% 591
2023
Q4 		$265K Buy
19,237
+66
+0.3% +$897 0.02% 597
2023
Q3 		$269K Sell
19,171
-429
-2% -$5.69K 0.02% 559
2023
Q2 		$249K Buy
19,600
+85
+0.4% +$1.08K 0.02% 574
2023
Q1 		$243K Sell
19,515
-46,624
-70% -$589K 0.02% 620
2022
Q4 		$785K Buy
66,139
+52,477
+384% +$629K 0.06% 340
2022
Q3 		$151K Buy
13,662
+2,829
+26% +$31.5K 0.01% 707
2022
Q2 		$108K Sell
10,833
-765
-7% -$8.57K 0.01% 654
2022
Q1 		$129K Sell
11,598
-10,827
-48% -$107K 0.01% 702
2021
Q4 		$1.06M Buy
22,425
+8,260
+58% +$75.1K 0.07% 309
2021
Q3 		$135K Sell
14,165
-1,740
-11% -$16.7K 0.01% 718
2021
Q2 		$173K Sell
15,905
-2,154
-12% -$20.6K 0.01% 708
2021
Q1 		$138K Buy
18,059
+2,501
+16% +$18.3K 0.01% 724
2020
Q4 		$96K Buy
15,558
+1,437
+10% +$8.69K 0.01% 701
2020
Q3 		$76K Sell
14,121
-3,849
-21% -$24.4K 0.01% 616
2020
Q2 		$128K Buy
17,970
+5,162
+40% +$38.3K 0.01% 588
2020
Q1 		$59K Buy
12,808
+37
+0.3% +$394 0.01% 466
2019
Q4 		$164K Buy
12,771
+1,948
+18% +$24K 0.02% 495
2019
Q3 		$141K Sell
10,823
-576
-5% -$8.03K 0.02% 471
2019
Q2 		$160K Buy
11,399
+11
+0.1% +$163 0.02% 456
2019
Q1 		$175K Buy
+11,388
New +$169K 0.02% 447

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's ET Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 10,074 shares — an estimated $183K sold.

Financial Advocates Investment Management first reported a position in ET in Q1 2019 and held it in 26 quarters. The position peaked at $1.06M in Q4 2021. 1,223 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,074 Energy Transfer Partners shares in Q3 2025, an estimated $183K.
  • Financial Advocates Investment Management first reported a position in Energy Transfer Partners in Q1 2019 and held it in 26 quarters.
  • Financial Advocates Investment Management's Energy Transfer Partners position peaked at $1.06M in Q4 2021.
  • 1,223 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.