Morningstar Investment Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
62,947
+3,610
| +6% | +$65.4K | 0.1% | 61 |
|
|
2025
Q1 | $1.1M | Sell |
59,337
-158,855
| -73% | -$2.95M | 0.09% | 51 |
|
|
2024
Q4 | $4.27M | Sell |
218,192
-80,034
| -27% | -$1.57M | 0.34% | 29 |
|
|
2024
Q3 | $4.94M | Buy |
298,226
+74,924
| +34% | +$1.24M | 0.49% | 29 |
|
|
2024
Q2 | $3.62M | Sell |
223,302
-27,331
| -11% | -$443K | 0.38% | 33 |
|
|
2024
Q1 | $3.94M | Hold |
250,633
| – | – | 0.43% | 29 |
|
|
2023
Q4 | $3.46M | Hold |
250,633
| – | – | 0.4% | 32 |
|
|
2023
Q3 | $3.52M | Hold |
250,633
| – | – | 0.48% | 26 |
|
|
2023
Q2 | $3.18M | Sell |
250,633
-22,497
| -8% | -$286K | 0.42% | 30 |
|
|
2023
Q1 | $3.41M | Sell |
273,130
-151,921
| -36% | -$1.89M | 0.5% | 28 |
|
|
2022
Q4 | $5.05M | Sell |
425,051
-29,961
| -7% | -$356K | 0.85% | 24 |
|
|
2022
Q3 | $5.02M | Hold |
455,012
| – | – | 0.95% | 22 |
|
|
2022
Q2 | $4.54M | Sell |
455,012
-196,157
| -30% | -$1.96M | 0.86% | 23 |
|
|
2022
Q1 | $7.29M | Sell |
651,169
-297,772
| -31% | -$3.33M | 1.37% | 22 |
|
|
2021
Q4 | $7.81M | Sell |
948,941
-6,915
| -0.7% | -$56.9K | 1.18% | 27 |
|
|
2021
Q3 | $9.16M | Buy |
955,856
+14,926
| +2% | +$143K | 1.53% | 20 |
|
|
2021
Q2 | $10M | Buy |
+940,930
| New | +$10M | 1.12% | 26 |
|