FGA
ET icon

Fortis Group Advisors’s Energy Transfer Partners ET Stock Holding History

Fortis Group 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
-19,915
Closed -$370K – 537
2025
Q1 		$370K Sell
19,915
-14,325
-42% -$279K 0.07% 152
2024
Q4 		$671K Buy
34,240
+3,857
+13% +$68.3K 0.12% 117
2024
Q3 		$488K Buy
30,383
+1,452
+5% +$23.4K 0.09% 126
2024
Q2 		$469K Sell
28,931
-18,503
-39% -$291K 0.09% 121
2024
Q1 		$746K Buy
47,434
+7,610
+19% +$111K 0.14% 106
2023
Q4 		$497K Hold
39,824
– – 0.12% 75
2023
Q3 		$497K Buy
39,824
+1,928
+5% +$25.6K 0.15% 68
2023
Q2 		$481K Sell
37,896
-2,764
-7% -$35K 0.13% 88
2023
Q1 		$524K Buy
+40,660
New +$514K 0.16% 68

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fortis Group Advisors's ET Position: Q2 2025 in Review

Fortis Group Advisors sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 19,915 shares — an estimated $370K sold.

Fortis Group Advisors first reported a position in ET in Q1 2023 and held it in 9 quarters. The position peaked at $746K in Q1 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • Fortis Group Advisors reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 19,915 Energy Transfer Partners shares in Q2 2025, an estimated $370K.
  • Fortis Group Advisors first reported a position in Energy Transfer Partners in Q1 2023 and held it in 9 quarters.
  • Fortis Group Advisors's Energy Transfer Partners position peaked at $746K in Q1 2024.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Fortis Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.