Financial Synergies Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Financial Synergies Wealth Advisors’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	-10,761	Closed	-$200K	–	91
2025 Q1	$200K	Buy	10,761 +170	+2%	+$3.31K	0.02%	81
2024 Q4	$207K	Buy	+10,591	New	+$188K	0.03%	69
2024 Q2	–	Sell	-3,186	Closed	-$50.1K	–	189
2024 Q1	$50.1K	Buy	+3,186	New	+$46.4K	0.01%	128
2023 Q4	–	Sell	-1,512	Closed	-$21.2K	–	491
2023 Q3	$21.2K	Buy	1,512 +524	+53%	+$6.95K	﹤0.01%	169
2023 Q2	$12.6K	Buy	988 +511	+107%	+$6.47K	﹤0.01%	213
2023 Q1	$5.94K	Buy	+477	New	+$6.03K	﹤0.01%	258

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 Synergies Wealth Advisors's ET Position: Q2 2025 in Review

Financial Synergies Wealth Advisors sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 10,761 shares — an estimated $200K sold.

Financial Synergies Wealth Advisors first reported a position in ET in Q1 2023 and held it in 6 quarters. The position peaked at $207K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Financial Synergies Wealth Advisors reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 10,761 Energy Transfer Partners shares in Q2 2025, an estimated $200K.
Financial Synergies Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2023 and held it in 6 quarters.
Financial Synergies Wealth Advisors's Energy Transfer Partners position peaked at $207K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.