Optimum Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Optimum Investment 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 Q3	$60.1K	Hold	3,500	–	–	0.02%	324
2025 Q2	$63.5K	Hold	3,500	–	–	0.03%	311
2025 Q1	$65.1K	Hold	3,500	–	–	0.03%	301
2024 Q4	$68.6K	Hold	3,500	–	–	0.03%	306
2024 Q3	$56.2K	Hold	3,500	–	–	0.02%	345
2024 Q2	$56.8K	Hold	3,500	–	–	0.03%	342
2024 Q1	$55.1K	Hold	3,500	–	–	0.03%	352
2023 Q4	$48.3K	Hold	3,500	–	–	0.02%	355
2023 Q3	$49.1K	Hold	3,500	–	–	0.03%	367
2023 Q2	$44.5K	Hold	3,500	–	–	0.02%	386
2023 Q1	$43.6K	Buy	+3,500	New	+$44.2K	0.02%	384
2022 Q4	–	Sell	-68	Closed	-$1K	–	784
2022 Q3	$1K	Hold	68	–	–	﹤0.01%	763
2022 Q2	$1K	Hold	68	–	–	﹤0.01%	787
2022 Q1	$1K	Sell	68 -932	-93%	-$9.24K	﹤0.01%	806
2021 Q4	$8K	Hold	1,000	–	–	﹤0.01%	693
2021 Q3	$10K	Hold	1,000	–	–	﹤0.01%	681
2021 Q2	$11K	Hold	1,000	–	–	﹤0.01%	738
2021 Q1	$8K	Sell	1,000 -960	-49%	-$7.01K	﹤0.01%	782
2020 Q4	$12K	Sell	1,960 -2,048	-51%	-$12.4K	﹤0.01%	699
2020 Q3	$22K	Sell	4,008 -1,440	-26%	-$9.14K	0.01%	590
2020 Q2	$39K	Hold	5,448	–	–	0.01%	487
2020 Q1	$25K	Sell	5,448 -1,297	-19%	-$13.8K	0.01%	530
2019 Q4	$87K	Hold	6,745	–	–	0.03%	412
2019 Q3	$88K	Sell	6,745 -4,108	-38%	-$57.3K	0.03%	392
2019 Q2	$153K	Buy	10,853 +45	+0.4%	+$666	0.05%	309
2019 Q1	$166K	Buy	10,808 +1,043	+11%	+$15.5K	0.05%	297
2018 Q4	$129K	Buy	+9,765	New	+$148K	0.04%	324

Other funds holding ET

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's ET Position: Q3 2025 in Review

Optimum Investment Advisors held its Energy Transfer Partners (ET) position steady in Q3 2025 at 3,500 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #324.

Optimum Investment Advisors first reported a position in ET in Q4 2018 and has held it in 27 quarters since. The position peaked at $166K in Q1 2019. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Optimum Investment Advisors held 3,500 shares of Energy Transfer Partners worth $60.1K as of Q3 2025.
Optimum Investment Advisors left its Energy Transfer Partners share count unchanged in Q3 2025.
Energy Transfer Partners made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #324 holding.
Optimum Investment Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 27 quarters since.
Optimum Investment Advisors's Energy Transfer Partners position peaked at $166K in Q1 2019.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.