Householder Group Estate & Retirement Specialist’s Energy Transfer Partners ET Stock Holding History

Householder Group Estate & Retirement Specialist’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	$103K	Sell	5,271 -2,508	-32%	-$44.4K	0.08%	149
2024 Q3	$124K	Buy	7,779 +4,741	+156%	+$76.3K	0.04%	328
2024 Q2	$49K	Buy	3,038 +6	+0.2%	+$94	0.01%	479
2024 Q1	$47.7K	Buy	3,032 +7	+0.2%	+$102	0.01%	479
2023 Q4	$41K	Buy	3,025 +560	+23%	+$7.61K	0.01%	497
2023 Q3	$34.6K	Buy	+2,465	New	+$32.7K	0.01%	520
2023 Q1	$19K	Buy	1,526 +8	+0.5%	+$101	0.01%	641
2022 Q4	$18K	Buy	1,518 +107	+8%	+$1.28K	0.03%	177
2022 Q3	$15K	Buy	+1,411	New	+$15.7K	0.01%	639

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TCA

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

Householder Group Estate & Retirement Specialist's ET Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Energy Transfer Partners (ET) stake by 32% in Q4 2024, selling an estimated $44.4K and leaving 5,271 shares worth $103K. The position accounts for 0.08% of the portfolio, ranked #149.

Householder Group Estate & Retirement Specialist first reported a position in ET in Q3 2022 and has held it in 9 quarters since. The position peaked at $124K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Householder Group Estate & Retirement Specialist held 5,271 shares of Energy Transfer Partners worth $103K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,508 Energy Transfer Partners shares in Q4 2024, an estimated $44.4K.
Energy Transfer Partners made up 0.08% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #149 holding.
Householder Group Estate & Retirement Specialist first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Energy Transfer Partners position peaked at $124K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.