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Sheaff Brock Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Sheaff Brock 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
2025
Q1 		$1.59M Sell
85,318
-19,090
-18% -$372K 0.15% 123
2024
Q4 		$2.05M Buy
104,408
+892
+0.9% +$15.8K 0.18% 105
2024
Q3 		$1.66M Buy
103,516
+329
+0.3% +$5.29K 0.15% 127
2024
Q2 		$1.67M Sell
103,187
-7,356
-7% -$116K 0.16% 117
2024
Q1 		$1.74M Sell
110,543
-4,744
-4% -$69.1K 0.11% 128
2023
Q4 		$1.59M Buy
115,287
+27,241
+31% +$370K 0.12% 122
2023
Q3 		$1.24M Buy
88,046
+3,972
+5% +$52.7K 0.11% 138
2023
Q2 		$1.07M Sell
84,074
-27,403
-25% -$347K 0.09% 160
2023
Q1 		$1.39M Buy
111,477
+8,060
+8% +$102K 0.13% 130
2022
Q4 		$1.23M Buy
103,417
+3,031
+3% +$36.4K 0.12% 134
2022
Q3 		$1.11M Buy
100,386
+5,969
+6% +$66.5K 0.12% 134
2022
Q2 		$942K Buy
94,417
+542
+0.6% +$6.07K 0.08% 162
2022
Q1 		$1.05M Buy
93,875
+5,923
+7% +$58.7K 0.07% 179
2021
Q4 		$724K Buy
87,952
+7,569
+9% +$68.8K 0.05% 222
2021
Q3 		$771K Buy
80,383
+576
+0.7% +$5.53K 0.06% 202
2021
Q2 		$848K Buy
79,807
+2,861
+4% +$27.4K 0.06% 195
2021
Q1 		$591K Buy
76,946
+1,667
+2% +$12.2K 0.05% 226
2020
Q4 		$465K Sell
75,279
-7,096
-9% -$42.9K 0.04% 252
2020
Q3 		$446K Sell
82,375
-5,135
-6% -$32.6K 0.04% 226
2020
Q2 		$623K Sell
87,510
-19,266
-18% -$143K 0.06% 195
2020
Q1 		$491K Buy
106,776
+7,856
+8% +$83.7K 0.07% 193
2019
Q4 		$1.27M Sell
98,920
-7,351
-7% -$90.6K 0.12% 109
2019
Q3 		$1.39M Buy
106,271
+568
+0.5% +$7.92K 0.15% 99
2019
Q2 		$1.49M Buy
105,703
+1,662
+2% +$24.6K 0.16% 94
2019
Q1 		$1.6M Sell
104,041
-1,098
-1% -$16.3K 0.19% 93
2018
Q4 		$1.39M Buy
105,139
+87,180
+485% +$1.32M 0.22% 89
2018
Q3 		$313K Hold
17,959
– – 0.03% 351
2018
Q2 		$310K Buy
17,959
+2,000
+13% +$32.8K 0.03% 356
2018
Q1 		$227K Hold
15,959
– – 0.02% 437
2017
Q4 		$275K Hold
15,959
– – 0.04% 370
2017
Q3 		$277K Hold
15,959
– – 0.04% 381
2017
Q2 		$287K Buy
15,959
+880
+6% +$15.7K 0.04% 391
2017
Q1 		$298K Buy
15,079
+100
+0.7% +$1.88K 0.04% 393
2016
Q4 		$289K Sell
14,979
-11,900
-44% -$199K 0.04% 415
2016
Q3 		$451K Hold
26,879
– – 0.06% 281
2016
Q2 		$386K Sell
26,879
-12,754
-32% -$152K 0.05% 324
2016
Q1 		$283K Buy
+39,633
New +$311K 0.03% 407

Other funds holding ET

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's ET Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Energy Transfer Partners (ET) stake by 18% in Q1 2025, selling an estimated $372K and leaving 85,318 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #123.

Sheaff Brock Investment Advisors first reported a position in ET in Q1 2016 and has held it in 37 quarters since. The position peaked at $2.05M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Sheaff Brock Investment Advisors held 85,318 shares of Energy Transfer Partners worth $1.59M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 19,090 Energy Transfer Partners shares in Q1 2025, an estimated $372K.
  • Energy Transfer Partners made up 0.15% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #123 holding.
  • Sheaff Brock Investment Advisors first reported a position in Energy Transfer Partners in Q1 2016 and has held it in 37 quarters since.
  • Sheaff Brock Investment Advisors's Energy Transfer Partners position peaked at $2.05M in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.