Financial Gravity Companies’s Energy Transfer Partners ET Stock Holding History

Financial Gravity Companies’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	$152K	Buy	+8,400	New	+$147K	0.03%	183
2024 Q4	$165K	Buy	+8,400	New	+$149K	0.04%	153
2018 Q4	$6K	Buy	+417	New	+$6.33K	0.01%	668
2018 Q1	$4K	Buy	220 +116	+112%	+$1.93K	﹤0.01%	775
2017 Q4	$2K	Buy	+104	New	+$1.77K	﹤0.01%	923

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

Financial Gravity Companies's ET Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Energy Transfer Partners (ET) in Q2 2025: 8,400 shares worth $152K. The stake represents 0.03% of the portfolio and ranks #183 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ET as recently as Q4 2024.

Financial Gravity Companies first reported a position in ET in Q4 2017 and has held it in 5 quarters since. The position peaked at $165K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Financial Gravity Companies held 8,400 shares of Energy Transfer Partners worth $152K as of Q2 2025.
Energy Transfer Partners was a new Financial Gravity Companies position in Q2 2025.
Energy Transfer Partners made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #183 holding.
Financial Gravity Companies first reported a position in Energy Transfer Partners in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's Energy Transfer Partners position peaked at $165K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.