L.M. Kohn & Company’s Energy Transfer Partners ET Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-14,508	Closed	-$263K	–	171
2025 Q2	$263K	Sell	14,508 -1,427	-9%	-$24.9K	0.07%	226
2025 Q1	$296K	Buy	15,935 +136	+0.9%	+$2.65K	0.08%	203
2024 Q4	$310K	Buy	15,799 +36	+0.2%	+$638	0.08%	183
2024 Q3	$253K	Buy	15,763 +69	+0.4%	+$1.11K	0.06%	229
2024 Q2	$255K	Buy	+15,694	New	+$247K	0.07%	218

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

L.M. Kohn & Company's ET Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 14,508 shares — an estimated $263K sold.

L.M. Kohn & Company first reported a position in ET in Q2 2024 and held it in 5 quarters. The position peaked at $310K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

L.M. Kohn & Company reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 14,508 Energy Transfer Partners shares in Q3 2025, an estimated $263K.
L.M. Kohn & Company first reported a position in Energy Transfer Partners in Q2 2024 and held it in 5 quarters.
L.M. Kohn & Company's Energy Transfer Partners position peaked at $310K in Q4 2024.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.