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Keystone Financial Group (Georgia)’s Energy Transfer Partners ET Stock Holding History

Keystone Financial Group (Georgia)’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
Q2 		– Sell
-30
Closed -$474 – 153
2025
Q1 		$474 Hold
30
– – ﹤0.01% 149
2024
Q4 		$588 Buy
+30
New +$531 ﹤0.01% 152

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Invesco
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Keystone Financial Group (Georgia)'s ET Position: Q2 2025 in Review

Keystone Financial Group (Georgia) sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 30 shares — an estimated $474 sold.

Keystone Financial Group (Georgia) first reported a position in ET in Q4 2024 and held it in 2 quarters. The position peaked at $588 in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • Keystone Financial Group (Georgia) reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 30 Energy Transfer Partners shares in Q2 2025, an estimated $474.
  • Keystone Financial Group (Georgia) first reported a position in Energy Transfer Partners in Q4 2024 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s Energy Transfer Partners position peaked at $588 in Q4 2024.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2025, filed 21 Jul 2025.