Prestige Wealth Management Group’s Energy Transfer Partners ET Stock Holding History

Prestige Wealth Management Group’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	-1,033	Closed	-$19.2K	–	1031
2025 Q1	$19.2K	Buy	1,033 +16	+2%	+$312	﹤0.01%	346
2024 Q4	$19.9K	Buy	+1,017	New	+$18K	﹤0.01%	354
2019 Q4	–	Sell	-2,194	Closed	-$29K	–	607
2019 Q3	$29K	Buy	+2,194	New	+$30.6K	0.02%	238
2019 Q2	–	Hold	0	–	–	–	227
2019 Q1	–	Sell	-2,818	Closed	-$41.9K	–	216
2018 Q4	$37K	Buy	+2,818	New	+$42.8K	0.03%	221

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

Prestige Wealth Management Group's ET Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 1,033 shares — an estimated $19.2K sold.

Prestige Wealth Management Group first reported a position in ET in Q4 2018 and held it in 4 quarters. The position peaked at $37K in Q4 2018. 1,232 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Prestige Wealth Management Group reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 1,033 Energy Transfer Partners shares in Q2 2025, an estimated $19.2K.
Prestige Wealth Management Group first reported a position in Energy Transfer Partners in Q4 2018 and held it in 4 quarters.
Prestige Wealth Management Group's Energy Transfer Partners position peaked at $37K in Q4 2018.
1,232 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.