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Lifestyle Asset Management’s Energy Transfer Partners ET Stock Holding History

Lifestyle Asset Management’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
-24,823
Closed -$461K – 131
2025
Q1 		$461K Sell
24,823
-10,959
-31% -$213K 0.25% 58
2024
Q4 		$701K Sell
35,782
-10,753
-23% -$190K 0.38% 51
2024
Q3 		$747K Buy
46,535
+1,858
+4% +$29.9K 0.41% 51
2024
Q2 		$725K Sell
44,677
-22,534
-34% -$354K 0.42% 54
2024
Q1 		$1.06M Buy
+67,211
New +$979K 0.62% 44

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

Lifestyle Asset Management's ET Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 24,823 shares — an estimated $461K sold.

Lifestyle Asset Management first reported a position in ET in Q1 2024 and held it in 5 quarters. The position peaked at $1.06M in Q1 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

  • Lifestyle Asset Management reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 24,823 Energy Transfer Partners shares in Q2 2025, an estimated $461K.
  • Lifestyle Asset Management first reported a position in Energy Transfer Partners in Q1 2024 and held it in 5 quarters.
  • Lifestyle Asset Management's Energy Transfer Partners position peaked at $1.06M in Q1 2024.
  • 1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.