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FSC Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

FSC 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
-2,582
Closed -$50.6K – 278
2024
Q4 		$50.6K Buy
2,582
+1,000
+63% +$17.7K 0.03% 120
2024
Q3 		$25.4K Buy
1,582
+269
+20% +$4.33K 0.02% 144
2024
Q2 		$21.3K Buy
1,313
+125
+11% +$1.96K 0.02% 145
2024
Q1 		$18.7K Buy
1,188
+376
+46% +$5.48K 0.01% 160
2023
Q4 		$11.2K Hold
812
– – 0.01% 197
2023
Q3 		$11.4K Buy
812
+120
+17% +$1.59K 0.01% 159
2023
Q2 		$8.79K Buy
692
+277
+67% +$3.51K 0.01% 151
2023
Q1 		$5.17K Buy
+415
New +$5.24K 0.01% 141

Other funds holding ET

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

FSC Wealth Advisors's ET Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 2,582 shares — an estimated $50.6K sold.

FSC Wealth Advisors first reported a position in ET in Q1 2023 and held it in 8 quarters. The position peaked at $50.6K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 2,582 Energy Transfer Partners shares in Q1 2025, an estimated $50.6K.
  • FSC Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2023 and held it in 8 quarters.
  • FSC Wealth Advisors's Energy Transfer Partners position peaked at $50.6K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.