Poplar Forest Capital’s Energy Transfer Partners ET Stock Holding History

Poplar Forest 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 Q1	$473K	Hold	25,450	–	–	0.08%	45
2024 Q4	$499K	Sell	25,450 -1,000	-4%	-$17.7K	0.09%	44
2024 Q3	$425K	Hold	26,450	–	–	0.06%	46
2024 Q2	$429K	Buy	26,450 +7,500	+40%	+$118K	0.06%	46
2024 Q1	$298K	Hold	18,950	–	–	0.04%	49
2023 Q4	$262K	Hold	18,950	–	–	0.04%	50
2023 Q3	$266K	Hold	18,950	–	–	0.03%	50
2023 Q2	$241K	Hold	18,950	–	–	0.03%	51
2023 Q1	$236K	Buy	18,950 +5,950	+46%	+$75.2K	0.03%	60
2022 Q4	$154K	Buy	13,000 +2,700	+26%	+$32.4K	0.02%	61
2022 Q3	$114K	Buy	+10,300	New	+$115K	0.01%	51

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Poplar Forest Capital's ET Position: Q1 2025 in Review

Poplar Forest Capital held its Energy Transfer Partners (ET) position steady in Q1 2025 at 25,450 shares worth $473K. The position accounts for 0.08% of the portfolio, ranked #45.

Poplar Forest Capital first reported a position in ET in Q3 2022 and has held it in 11 quarters since. The position peaked at $499K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Poplar Forest Capital held 25,450 shares of Energy Transfer Partners worth $473K as of Q1 2025.
Poplar Forest Capital left its Energy Transfer Partners share count unchanged in Q1 2025.
Energy Transfer Partners made up 0.08% of Poplar Forest Capital's portfolio in Q1 2025, its #45 holding.
Poplar Forest Capital first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 11 quarters since.
Poplar Forest Capital's Energy Transfer Partners position peaked at $499K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.