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
2023 Q1	–	Sell	-2,000	Closed	-$23.7K	–	523
2022 Q4	$23.7K	Buy	+2,000	New	+$24K	﹤0.01%	501

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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.