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INVST’s Energy Transfer Partners ET Stock Holding History

INVST’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
-17,647
Closed -$346K – 293
2024
Q4 		$346K Hold
17,647
– – 0.04% 197
2024
Q3 		$283K Hold
17,647
– – 0.03% 207
2024
Q2 		$289K Buy
17,647
+3,683
+26% +$57.9K 0.03% 213
2024
Q1 		$219K Hold
13,964
– – 0.03% 224
2023
Q4 		$195K Buy
13,964
+425
+3% +$5.78K 0.02% 210
2023
Q3 		$190K Hold
13,539
– – 0.03% 182
2023
Q2 		$172K Sell
13,539
-1,145
-8% -$14.5K 0.02% 173
2023
Q1 		$188K Sell
14,684
-698
-5% -$8.82K 0.03% 157
2022
Q4 		$204K Sell
15,382
-537
-3% -$6.44K 0.03% 156
2022
Q3 		$181K Buy
15,919
+50
+0.3% +$557 0.03% 160
2022
Q2 		$179K Hold
15,869
– – 0.03% 176
2022
Q1 		$172K Sell
15,869
-200
-1% -$1.98K 0.03% 179
2021
Q4 		$157K Hold
16,069
– – 0.02% 176
2021
Q3 		$154K Buy
16,069
+200
+1% +$1.92K 0.02% 188
2021
Q2 		$154K Buy
15,869
+548
+4% +$5.25K 0.03% 189
2021
Q1 		$132K Buy
15,321
+2,583
+20% +$18.9K 0.02% 192
2020
Q4 		$79K Hold
12,738
– – 0.01% 158
2020
Q3 		$69K Hold
12,738
– – 0.02% 149
2020
Q2 		$90K Hold
12,738
– – 0.03% 145
2020
Q1 		$64K Buy
+12,738
New +$136K 0.03% 104

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

INVST's ET Position: Q1 2025 in Review

INVST sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 17,647 shares — an estimated $346K sold.

INVST first reported a position in ET in Q1 2020 and held it in 20 quarters. The position peaked at $346K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • INVST reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • INVST sold 17,647 Energy Transfer Partners shares in Q1 2025, an estimated $346K.
  • INVST first reported a position in Energy Transfer Partners in Q1 2020 and held it in 20 quarters.
  • INVST's Energy Transfer Partners position peaked at $346K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on INVST's 13F filing for Q1 2025, filed 3 Jun 2025.