NewSquare Capital’s Energy Transfer Partners ET Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-680	Closed	-$12.3K	–	516
2025 Q2	$12.3K	Buy	+680	New	+$11.9K	﹤0.01%	601
2023 Q3	–	Sell	-110	Closed	-$1.4K	–	676
2023 Q2	$1.4K	Hold	110	–	–	﹤0.01%	568
2023 Q1	$1.37K	Hold	110	–	–	﹤0.01%	612
2022 Q4	$1.31K	Buy	+110	New	+$1.32K	﹤0.01%	546
2022 Q1	–	Sell	-200	Closed	-$2K	–	401
2021 Q4	$2K	Hold	200	–	–	﹤0.01%	345
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	337
2021 Q2	$2K	Hold	200	–	–	﹤0.01%	328
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	306
2020 Q4	$1K	Hold	200	–	–	﹤0.01%	321
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	313
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	342
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	332
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	275
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	244
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	311
2019 Q1	$3K	Sell	200 -231	-54%	-$3.43K	﹤0.01%	292
2018 Q4	$6K	Buy	431 +200	+87%	+$3.04K	﹤0.01%	255
2018 Q3	$4K	Hold	231	–	–	﹤0.01%	277
2018 Q2	$4K	Hold	231	–	–	﹤0.01%	270
2018 Q1	$3K	Hold	231	–	–	﹤0.01%	296
2017 Q4	$4K	Buy	+231	New	+$3.94K	﹤0.01%	287
2015 Q2	–	Sell	-200	Closed	-$6K	–	351
2015 Q1	$6K	Buy	+200	New	+$5.93K	﹤0.01%	231

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewSquare Capital's ET Position: Q3 2025 in Review

NewSquare Capital sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 680 shares — an estimated $12.3K sold.

NewSquare Capital first reported a position in ET in Q1 2015 and held it in 22 quarters. The position peaked at $12.3K in Q2 2025. 1,223 funds tracked by Wall St. Rank hold ET as of Q3 2025.

NewSquare Capital reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 680 Energy Transfer Partners shares in Q3 2025, an estimated $12.3K.
NewSquare Capital first reported a position in Energy Transfer Partners in Q1 2015 and held it in 22 quarters.
NewSquare Capital's Energy Transfer Partners position peaked at $12.3K in Q2 2025.
1,223 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.