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RE Dickinson Investment Advisors’s Energy Transfer Partners ET Stock Holding History

RE Dickinson 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
2024
Q4 		$14.2K Buy
+724
New +$12.8K 0.01% 152
2024
Q3 		– Sell
-4,980
Closed -$80.8K – 244
2024
Q2 		$80.8K Buy
4,980
+2,354
+90% +$37K 0.05% 71
2024
Q1 		$41K Buy
+2,626
New +$38.2K 0.03% 91

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ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

RE Dickinson Investment Advisors's ET Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Energy Transfer Partners (ET) in Q4 2024: 724 shares worth $14.2K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings. This is a return to the name: RE Dickinson Investment Advisors previously reported a position in ET as recently as Q2 2024.

RE Dickinson Investment Advisors first reported a position in ET in Q1 2024 and has held it in 3 quarters since. The position peaked at $80.8K in Q2 2024. 1,204 funds tracked by Wall St. Rank hold ET as of Q4 2024.

  • RE Dickinson Investment Advisors held 724 shares of Energy Transfer Partners worth $14.2K as of Q4 2024.
  • Energy Transfer Partners was a new RE Dickinson Investment Advisors position in Q4 2024.
  • Energy Transfer Partners made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #152 holding.
  • RE Dickinson Investment Advisors first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 3 quarters since.
  • RE Dickinson Investment Advisors's Energy Transfer Partners position peaked at $80.8K in Q2 2024.
  • 1,204 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.