Richard W. Paul & Associates’s Energy Transfer Partners ET Stock Holding History

Richard W. Paul & Associates’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	–	Sell	-300	Closed	-$5.88K	–	399
2024 Q4	$5.88K	Hold	300	–	–	﹤0.01%	345
2024 Q3	$4.82K	Hold	300	–	–	﹤0.01%	347
2024 Q2	$4.87K	Hold	300	–	–	﹤0.01%	342
2024 Q1	$4.72K	Hold	300	–	–	﹤0.01%	360
2023 Q4	$4.14K	Buy	+300	New	+$4.08K	﹤0.01%	361
2023 Q3	–	Sell	-255	Closed	-$3.24K	–	523
2023 Q2	$3.24K	Buy	255 +1	+0.4%	+$13	﹤0.01%	397
2023 Q1	$3.17K	Sell	254 -10	-4%	-$126	﹤0.01%	410
2022 Q4	$3.13K	Buy	+264	New	+$3.17K	﹤0.01%	404

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

Richard W. Paul & Associates's ET Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 300 shares — an estimated $5.88K sold.

Richard W. Paul & Associates first reported a position in ET in Q4 2022 and held it in 8 quarters. The position peaked at $5.88K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Richard W. Paul & Associates reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 300 Energy Transfer Partners shares in Q1 2025, an estimated $5.88K.
Richard W. Paul & Associates first reported a position in Energy Transfer Partners in Q4 2022 and held it in 8 quarters.
Richard W. Paul & Associates's Energy Transfer Partners position peaked at $5.88K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.