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Lindbrook Capital’s Energy Transfer Partners ET Stock Holding History

Lindbrook Capital’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
Q1 		$1.83M Sell
98,489
-34,477
-26% -$672K 0.17% 84
2024
Q4 		$2.6M Sell
132,966
-10,984
-8% -$195K 0.24% 59
2024
Q3 		$2.31M Buy
143,950
+19,547
+16% +$314K 0.2% 66
2024
Q2 		$2.02M Hold
124,403
– – 0.19% 75
2024
Q1 		$1.96M Sell
124,403
-1,514
-1% -$22.1K 0.18% 79
2023
Q4 		$1.74M Sell
125,917
-2,052
-2% -$27.9K 0.17% 76
2023
Q3 		$1.8M Buy
127,969
+4,755
+4% +$63.1K 0.2% 73
2023
Q2 		$1.56M Buy
123,214
+2,727
+2% +$34.6K 0.17% 84
2023
Q1 		$1.5M Sell
120,487
-8,091
-6% -$102K 0.18% 81
2022
Q4 		$1.53M Buy
128,578
+8,000
+7% +$96K 0.19% 86
2022
Q3 		$1.33M Sell
120,578
-4,702
-4% -$52.4K 0.22% 58
2022
Q2 		$1.25M Sell
125,280
-8,234
-6% -$92.2K 0.21% 67
2022
Q1 		$1.49M Sell
133,514
-1,838
-1% -$18.2K 0.23% 60
2021
Q4 		$1.11M Buy
+135,352
New +$1.23M 0.17% 73
2020
Q3 		– Sell
-4,731
Closed -$34K – 1772
2020
Q2 		$34K Buy
4,731
+600
+15% +$4.45K 0.01% 452
2020
Q1 		$19K Sell
4,131
-480
-10% -$5.11K 0.01% 556
2019
Q4 		$59K Sell
4,611
-290
-6% -$3.57K 0.02% 394
2019
Q3 		$64K Hold
4,901
– – 0.02% 339
2019
Q2 		$69K Buy
4,901
+940
+24% +$13.9K 0.03% 317
2019
Q1 		$60K Sell
3,961
-280
-7% -$4.16K 0.02% 348
2018
Q4 		$56K Buy
+4,241
New +$64.4K 0.03% 307

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
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
JP Morgan Chase
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's ET Position: Q1 2025 in Review

Lindbrook Capital reduced its Energy Transfer Partners (ET) stake by 26% in Q1 2025, selling an estimated $672K and leaving 98,489 shares worth $1.83M. The position accounts for 0.17% of the portfolio, ranked #84.

Lindbrook Capital first reported a position in ET in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.6M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Lindbrook Capital held 98,489 shares of Energy Transfer Partners worth $1.83M as of Q1 2025.
  • Lindbrook Capital sold 34,477 Energy Transfer Partners shares in Q1 2025, an estimated $672K.
  • Energy Transfer Partners made up 0.17% of Lindbrook Capital's portfolio in Q1 2025, its #84 holding.
  • Lindbrook Capital first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 21 quarters since.
  • Lindbrook Capital's Energy Transfer Partners position peaked at $2.6M in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.