Resonant Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Resonant Capital 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	–	Sell	-13,180	Closed	-$239K	–	447
2025 Q2	$239K	Hold	13,180	–	–	0.02%	373
2025 Q1	$245K	Hold	13,180	–	–	0.02%	321
2024 Q4	$258K	Hold	13,180	–	–	0.02%	298
2024 Q3	$212K	Hold	13,180	–	–	0.02%	335
2024 Q2	$214K	Hold	13,180	–	–	0.02%	322
2024 Q1	$207K	Hold	13,180	–	–	0.02%	327
2023 Q4	$182K	Hold	13,180	–	–	0.02%	280
2023 Q3	$185K	Hold	13,180	–	–	0.02%	262
2023 Q2	$167K	Buy	+13,180	New	+$167K	0.02%	265
2020 Q3	–	Sell	-15,304	Closed	-$109K	–	163
2020 Q2	$109K	Buy	15,304 +1,542	+11%	+$11.4K	0.03%	177
2020 Q1	$63K	Sell	13,762 -1,435	-9%	-$15.3K	0.02%	184
2019 Q4	$195K	Buy	+15,197	New	+$187K	0.06%	200

Other funds holding ET

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

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

Resonant Capital Advisors's ET Position: Q3 2025 in Review

Resonant Capital Advisors sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 13,180 shares — an estimated $239K sold.

Resonant Capital Advisors first reported a position in ET in Q4 2019 and held it in 12 quarters. The position peaked at $258K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Resonant Capital Advisors reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Resonant Capital Advisors sold 13,180 Energy Transfer Partners shares in Q3 2025, an estimated $239K.
Resonant Capital Advisors first reported a position in Energy Transfer Partners in Q4 2019 and held it in 12 quarters.
Resonant Capital Advisors's Energy Transfer Partners position peaked at $258K in Q4 2024.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Resonant Capital Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.