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New Wave Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

New Wave 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
Q1 		– Sell
-676
Closed -$13.2K – 300
2024
Q4 		$13.2K Buy
+676
New +$12K 0.01% 317

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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

New Wave Wealth Advisors's ET Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 676 shares — an estimated $13.2K sold.

New Wave Wealth Advisors first reported a position in ET in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 676 Energy Transfer Partners shares in Q1 2025, an estimated $13.2K.
  • New Wave Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Energy Transfer Partners position peaked at $13.2K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.