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Lion Street Advisors’s Energy Transfer Partners ET Stock Holding History

Lion Street Advisors’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 		$183K Buy
+19,278
New +$338K 0.06% 221
2024
Q3 		– Sell
-14,613
Closed -$237K – 267
2024
Q2 		$237K Sell
14,613
-25
-0.2% -$393 0.09% 234
2024
Q1 		$202K Hold
14,638
– – 0.08% 244
2023
Q4 		$202K Buy
14,638
+354
+2% +$4.81K 0.08% 243
2023
Q3 		$200K Sell
14,284
-4,994
-26% -$66.2K 0.07% 239
2023
Q2 		$183K Buy
19,278
+4,914
+34% +$62.3K 0.06% 233
2023
Q1 		$179K Buy
+14,364
New +$182K 0.06% 230

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return