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Morling Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Morling Financial 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
Q1 		– Sell
-25,530
Closed -$500K – 128
2024
Q4 		$500K Buy
25,530
+452
+2% +$8.01K 0.17% 42
2024
Q3 		$402K Buy
25,078
+480
+2% +$7.72K 0.15% 45
2024
Q2 		$399K Buy
24,598
+475
+2% +$7.46K 0.17% 42
2024
Q1 		$379K Buy
24,123
+503
+2% +$7.33K 0.22% 43
2023
Q4 		$326K Sell
23,620
-4,475
-16% -$60.8K 0.26% 42
2023
Q3 		$394K Buy
28,095
+654
+2% +$8.68K 0.39% 35
2023
Q2 		$349K Buy
27,441
+641
+2% +$8.12K 0.33% 39
2023
Q1 		$334K Sell
26,800
-25,261
-49% -$319K 0.36% 36
2022
Q4 		$618K Buy
52,061
+1,093
+2% +$13.1K 0.79% 28
2022
Q3 		$562K Buy
50,968
+21,573
+73% +$240K 0.77% 28
2022
Q2 		$293K Sell
29,395
-24,050
-45% -$269K 0.38% 39
2022
Q1 		$598K Buy
+53,445
New +$530K 0.76% 26

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 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
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

Morling Financial Advisors's ET Position: Q1 2025 in Review

Morling Financial Advisors sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 25,530 shares — an estimated $500K sold.

Morling Financial Advisors first reported a position in ET in Q1 2022 and held it in 12 quarters. The position peaked at $618K in Q4 2022. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Morling Financial Advisors reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 25,530 Energy Transfer Partners shares in Q1 2025, an estimated $500K.
  • Morling Financial Advisors first reported a position in Energy Transfer Partners in Q1 2022 and held it in 12 quarters.
  • Morling Financial Advisors's Energy Transfer Partners position peaked at $618K in Q4 2022.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Morling Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.