Forvis Mazars Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Forvis Mazars 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 Q1	–	Sell	-60,566	Closed	-$1.19M	–	403
2024 Q4	$1.19M	Buy	60,566 +37,633	+164%	+$666K	0.03%	204
2024 Q3	$368K	Buy	+22,933	New	+$369K	0.01%	352
2023 Q2	–	Sell	-10,020	Closed	-$125K	–	415
2023 Q1	$125K	Buy	+10,020	New	+$127K	﹤0.01%	403

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

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

TCA

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

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

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

Forvis Mazars Wealth Advisors's ET Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 60,566 shares — an estimated $1.19M sold.

Forvis Mazars Wealth Advisors first reported a position in ET in Q1 2023 and held it in 3 quarters. The position peaked at $1.19M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 60,566 Energy Transfer Partners shares in Q1 2025, an estimated $1.19M.
Forvis Mazars Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2023 and held it in 3 quarters.
Forvis Mazars Wealth Advisors's Energy Transfer Partners position peaked at $1.19M in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.