Mills Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Mills Wealth 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 Q2	–	Sell	-18,302	Closed	-$340K	–	71
2025 Q1	$340K	Sell	18,302 -23	-0.1%	-$448	0.18%	48
2024 Q4	$359K	Buy	18,325 +6,970	+61%	+$123K	0.2%	44
2024 Q3	$182K	Buy	+11,355	New	+$183K	0.13%	54

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mills Wealth Advisors's ET Position: Q2 2025 in Review

Mills Wealth Advisors sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 18,302 shares — an estimated $340K sold.

Mills Wealth Advisors first reported a position in ET in Q3 2024 and held it in 3 quarters. The position peaked at $359K in Q4 2024. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Mills Wealth Advisors reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Mills Wealth Advisors sold 18,302 Energy Transfer Partners shares in Q2 2025, an estimated $340K.
Mills Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2024 and held it in 3 quarters.
Mills Wealth Advisors's Energy Transfer Partners position peaked at $359K in Q4 2024.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Mills Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.