Safe Harbor Fiduciary’s Energy Transfer Partners ET Stock Holding History

Safe Harbor Fiduciary’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	-288	Closed	-$5.35K	–	241
2025 Q1	$5.35K	Buy	+288	New	+$5.61K	0.01%	161

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

Safe Harbor Fiduciary's ET Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 288 shares — an estimated $5.35K sold.

Safe Harbor Fiduciary first reported a position in ET in Q1 2025 and held it in 1 quarter. The position peaked at $5.35K in Q1 2025. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Safe Harbor Fiduciary reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Safe Harbor Fiduciary sold 288 Energy Transfer Partners shares in Q2 2025, an estimated $5.35K.
Safe Harbor Fiduciary first reported a position in Energy Transfer Partners in Q1 2025 and held it in 1 quarter.
Safe Harbor Fiduciary's Energy Transfer Partners position peaked at $5.35K in Q1 2025.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.