Northwest Wealth Management’s Energy Transfer Partners ET Stock Holding History

Northwest Wealth Management’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	-21,586	Closed	-$401K	–	214
2025 Q1	$401K	Hold	21,586	–	–	0.08%	110
2024 Q4	$423K	Buy	+21,586	New	+$382K	0.09%	103
2019 Q2	–	Sell	-9,739	Closed	-$150K	–	221
2019 Q1	$150K	Hold	9,739	–	–	0.11%	128
2018 Q4	$129K	Buy	+9,739	New	+$148K	0.11%	125

Other funds holding ET

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

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

TCA

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

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

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

Northwest Wealth Management's ET Position: Q2 2025 in Review

Northwest Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 21,586 shares — an estimated $401K sold.

Northwest Wealth Management first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $423K in Q4 2024. 1,233 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Northwest Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Northwest Wealth Management sold 21,586 Energy Transfer Partners shares in Q2 2025, an estimated $401K.
Northwest Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
Northwest Wealth Management's Energy Transfer Partners position peaked at $423K in Q4 2024.
1,233 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Northwest Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.