MW
ET icon

Marcum Wealth’s Energy Transfer Partners ET Stock Holding History

Marcum Wealth’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 		$221K Sell
11,869
-978
-8% -$19.1K 0.02% 349
2024
Q4 		$252K Buy
12,847
+561
+5% +$9.94K 0.02% 318
2024
Q3 		$197K Sell
12,286
-674
-5% -$10.8K 0.02% 368
2024
Q2 		$210K Buy
12,960
+204
+2% +$3.21K 0.02% 332
2024
Q1 		$201K Buy
12,756
+186
+1% +$2.71K 0.02% 347
2023
Q4 		$173K Sell
12,570
-1,526
-11% -$20.7K 0.02% 342
2023
Q3 		$198K Buy
14,096
+1,861
+15% +$24.7K 0.02% 323
2023
Q2 		$155K Buy
12,235
+208
+2% +$2.64K 0.02% 340
2023
Q1 		$150K Buy
12,027
+128
+1% +$1.62K 0.02% 332
2022
Q4 		$141K Sell
11,899
-479
-4% -$5.75K 0.02% 314
2022
Q3 		$137K Sell
12,378
-328
-3% -$3.65K 0.02% 308
2022
Q2 		$127K Buy
12,706
+796
+7% +$8.92K 0.02% 306
2022
Q1 		$133K Buy
11,910
+1,491
+14% +$14.8K 0.02% 329
2021
Q4 		$86K Buy
+10,419
New +$94.7K 0.01% 332

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

Marcum Wealth's ET Position: Q1 2025 in Review

Marcum Wealth reduced its Energy Transfer Partners (ET) stake by 7.6% in Q1 2025, selling an estimated $19.1K and leaving 11,869 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #349.

Marcum Wealth first reported a position in ET in Q4 2021 and has held it in 14 quarters since. The position peaked at $252K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Marcum Wealth held 11,869 shares of Energy Transfer Partners worth $221K as of Q1 2025.
  • Marcum Wealth sold 978 Energy Transfer Partners shares in Q1 2025, an estimated $19.1K.
  • Energy Transfer Partners made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #349 holding.
  • Marcum Wealth first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 14 quarters since.
  • Marcum Wealth's Energy Transfer Partners position peaked at $252K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.