Lake Street Advisors Group’s Energy Transfer Partners ET Stock Holding History

Lake Street Advisors 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	$551K	Hold	28,103	–	–	0.03%	317
2024 Q3	$451K	Buy	28,103 +3,285	+13%	+$52.9K	0.02%	351
2024 Q2	$403K	Hold	24,818	–	–	0.02%	371
2024 Q1	$390K	Hold	24,818	–	–	0.02%	392
2023 Q4	$342K	Buy	24,818 +4,426	+22%	+$60.2K	0.02%	404
2023 Q3	$286K	Buy	20,392 +1,469	+8%	+$19.5K	0.02%	233
2023 Q2	$240K	Hold	18,923	–	–	0.01%	232
2023 Q1	$236K	Buy	18,923 +5,597	+42%	+$70.7K	0.01%	225
2022 Q4	$158K	Sell	13,326 -661	-5%	-$7.93K	0.01%	221
2022 Q3	$154K	Hold	13,987	–	–	0.01%	228
2022 Q2	$140K	Buy	13,987 +215	+2%	+$2.41K	0.01%	202
2022 Q1	$154K	Hold	13,772	–	–	0.01%	207
2021 Q4	$113K	Buy	13,772 +2,518	+22%	+$22.9K	0.01%	203
2021 Q3	$108K	Buy	+11,254	New	+$108K	0.01%	162
2021 Q2	–	Sell	-59,400	Closed	-$456K	–	335
2021 Q1	$456K	Hold	59,400	–	–	0.04%	171
2020 Q4	$367K	Hold	59,400	–	–	0.03%	190
2020 Q3	$322K	Hold	59,400	–	–	0.03%	195
2020 Q2	$423K	Hold	59,400	–	–	0.04%	155
2020 Q1	$273K	Hold	59,400	–	–	0.03%	191
2019 Q4	$762K	Hold	59,400	–	–	0.08%	81
2019 Q3	$777K	Hold	59,400	–	–	0.08%	68
2019 Q2	$836K	Hold	59,400	–	–	0.09%	66
2019 Q1	$913K	Hold	59,400	–	–	0.1%	66
2018 Q4	$785K	Hold	59,400	–	–	0.1%	64
2018 Q3	$1.03M	Sell	59,400 -58,181	-49%	-$1.03M	0.11%	53
2018 Q2	$2.03M	Buy	117,581 +102,177	+663%	+$1.68M	0.2%	35
2018 Q1	$219K	Sell	15,404 -13,360	-46%	-$222K	0.02%	281
2017 Q4	$496K	Buy	+28,764	New	+$490K	0.06%	145

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 23.41% 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

Lake Street Advisors Group's ET Position: Q4 2024 in Review

Lake Street Advisors Group held its Energy Transfer Partners (ET) position steady in Q4 2024 at 28,103 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #317.

Lake Street Advisors Group first reported a position in ET in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.03M in Q2 2018. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Lake Street Advisors Group held 28,103 shares of Energy Transfer Partners worth $551K as of Q4 2024.
Lake Street Advisors Group left its Energy Transfer Partners share count unchanged in Q4 2024.
Energy Transfer Partners made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #317 holding.
Lake Street Advisors Group first reported a position in Energy Transfer Partners in Q4 2017 and has held it in 28 quarters since.
Lake Street Advisors Group's Energy Transfer Partners position peaked at $2.03M in Q2 2018.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.