Kiely Wealth Advisory Group’s Energy Transfer Partners ET Stock Holding History

Kiely Wealth Advisory Group’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	$258K	Hold	12,862	–	–	0.17%	52
2024 Q3	$219K	Buy	+12,862	New	+$207K	0.14%	56
2024 Q2	–	Sell	-38	Closed	-$610	–	307
2024 Q1	$610	Buy	+38	New	+$553	﹤0.01%	272

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 21.71% 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

Kiely Wealth Advisory Group's ET Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Energy Transfer Partners (ET) position steady in Q4 2024 at 12,862 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #52.

Kiely Wealth Advisory Group first reported a position in ET in Q1 2024 and has held it in 3 quarters since. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Kiely Wealth Advisory Group held 12,862 shares of Energy Transfer Partners worth $258K as of Q4 2024.
Kiely Wealth Advisory Group left its Energy Transfer Partners share count unchanged in Q4 2024.
Energy Transfer Partners made up 0.17% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #52 holding.
Kiely Wealth Advisory Group first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 3 quarters since.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.