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Insight Folios’s Energy Transfer Partners ET Stock Holding History

Insight Folios’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
Q3 		$8.7M Buy
542,364
+22,553
+4% +$363K 3.11% 5
2024
Q2 		$8.43M Buy
519,811
+3,291
+0.6% +$51.7K 3.46% 2
2024
Q1 		$8.12M Sell
516,520
-76,518
-13% -$1.11M 3.29% 2
2023
Q4 		$8.18M Buy
593,038
+16,211
+3% +$220K 3.54% 2
2023
Q3 		$8.09M Sell
576,827
-67,649
-10% -$897K 3.96% 1
2023
Q2 		$8.18M Buy
644,476
+66,038
+11% +$837K 3.43% 4
2023
Q1 		$7.21M Buy
578,438
+11,621
+2% +$147K 3.2% 6
2022
Q4 		$6.73M Sell
566,817
-58,880
-9% -$706K 3.04% 9
2022
Q3 		$6.9M Buy
625,697
+14,887
+2% +$166K 3.51% 5
2022
Q2 		$6.1M Buy
610,810
+31,492
+5% +$353K 2.9% 10
2022
Q1 		$6.49M Buy
579,318
+30,689
+6% +$304K 2.89% 6
2021
Q4 		$4.51M Buy
548,629
+4,794
+0.9% +$43.6K 2.12% 29
2021
Q3 		$5.21M Buy
543,835
+42,310
+8% +$406K 2.87% 8
2021
Q2 		$5.33M Buy
501,525
+22,212
+5% +$213K 3.13% 11
2021
Q1 		$3.68M Buy
479,313
+22,421
+5% +$164K 2.52% 27
2020
Q4 		$2.82M Buy
456,892
+60,281
+15% +$365K 2.1% 32
2020
Q3 		$2.15M Buy
396,611
+46,755
+13% +$297K 1.99% 32
2020
Q2 		$2.49M Buy
349,856
+66,595
+24% +$493K 2.39% 31
2020
Q1 		$1.3M Buy
283,261
+44,999
+19% +$479K 1.49% 30
2019
Q4 		$3.06M Buy
+238,262
New +$2.94M 2.71% 28

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Folios's ET Position: Q3 2024 in Review

Insight Folios increased its Energy Transfer Partners (ET) stake by 4.3% in Q3 2024, buying an estimated $363K and bringing the position to 542,364 shares worth $8.7M. The position accounts for 3.11% of the portfolio, ranked #5.

Insight Folios first reported a position in ET in Q4 2019 and has held it in 20 quarters since. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

  • Insight Folios held 542,364 shares of Energy Transfer Partners worth $8.7M as of Q3 2024.
  • Insight Folios bought 22,553 Energy Transfer Partners shares in Q3 2024, an estimated $363K.
  • Energy Transfer Partners made up 3.11% of Insight Folios's portfolio in Q3 2024, its #5 holding.
  • Insight Folios first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 20 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.