Principle Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Principle Wealth Partners’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	-10,055	Closed	-$187K	–	366
2025 Q1	$187K	Buy	+10,055	New	+$196K	0.01%	332
2021 Q4	–	Sell	-15,058	Closed	-$144K	–	323
2021 Q3	$144K	Buy	+15,058	New	+$145K	0.02%	305
2020 Q3	–	Sell	-5,825	Closed	-$41K	–	246
2020 Q2	$41K	Buy	+5,825	New	+$43.2K	0.01%	296

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Principle Wealth Partners's ET Position: Q2 2025 in Review

Principle Wealth Partners sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 10,055 shares — an estimated $187K sold.

Principle Wealth Partners first reported a position in ET in Q2 2020 and held it in 3 quarters. The position peaked at $187K in Q1 2025. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Principle Wealth Partners reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Principle Wealth Partners sold 10,055 Energy Transfer Partners shares in Q2 2025, an estimated $187K.
Principle Wealth Partners first reported a position in Energy Transfer Partners in Q2 2020 and held it in 3 quarters.
Principle Wealth Partners's Energy Transfer Partners position peaked at $187K in Q1 2025.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Principle Wealth Partners's 13F filing for Q2 2025, filed 30 Jul 2025.