LIS
ET icon

Legacy Investment Solutions’s Energy Transfer Partners ET Stock Holding History

Legacy Investment Solutions’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 		$7.25K Buy
+400
New +$6.98K ﹤0.01% 356
2024
Q4 		$1.18K Hold
59
– – ﹤0.01% 572
2024
Q3 		$1.01K Buy
+59
New +$949 ﹤0.01% 544

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Legacy Investment Solutions's ET Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Energy Transfer Partners (ET) in Q2 2025: 400 shares worth $7.25K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ET as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ET in Q3 2024 and has held it in 3 quarters since. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • Legacy Investment Solutions held 400 shares of Energy Transfer Partners worth $7.25K as of Q2 2025.
  • Energy Transfer Partners was a new Legacy Investment Solutions position in Q2 2025.
  • Energy Transfer Partners made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #356 holding.
  • Legacy Investment Solutions first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 3 quarters since.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.