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Gray Wealth Management’s Energy Transfer Partners ET Stock Holding History

Gray Wealth Management’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
2024
Q4 		$698K Buy
35,615
+10,728
+43% +$190K 0.26% 57
2024
Q3 		$399K Buy
24,887
+2,421
+11% +$39K 0.16% 81
2024
Q2 		$364K Sell
22,466
-1,202
-5% -$18.9K 0.16% 83
2024
Q1 		$372K Buy
23,668
+2,743
+13% +$40K 0.17% 81
2023
Q4 		$289K Buy
20,925
+2,581
+14% +$35.1K 0.14% 93
2023
Q3 		$257K Buy
18,344
+2,011
+12% +$26.7K 0.13% 97
2023
Q2 		$207K Buy
+16,333
New +$207K 0.1% 125

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Gray Wealth Management's ET Position: Q4 2024 in Review

Gray Wealth Management increased its Energy Transfer Partners (ET) stake by 43% in Q4 2024, buying an estimated $190K and bringing the position to 35,615 shares worth $698K. The position accounts for 0.26% of the portfolio, ranked #57.

Gray Wealth Management first reported a position in ET in Q2 2023 and has held it in 7 quarters since. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • Gray Wealth Management held 35,615 shares of Energy Transfer Partners worth $698K as of Q4 2024.
  • Gray Wealth Management bought 10,728 Energy Transfer Partners shares in Q4 2024, an estimated $190K.
  • Energy Transfer Partners made up 0.26% of Gray Wealth Management's portfolio in Q4 2024, its #57 holding.
  • Gray Wealth Management first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 7 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.