Sonora Investment Management Group’s Energy Transfer Partners ET Stock Holding History

Sonora Investment Management Group’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	$1.27M	Buy	73,962 +2,111	+3%	+$37K	0.09%	118
2025 Q2	$1.3M	Sell	71,851 -23,900	-25%	-$417K	0.1%	118
2025 Q1	$1.78M	Buy	95,751 +1,025	+1%	+$20K	0.14%	107
2024 Q4	$1.86M	Sell	94,726 -11,999	-11%	-$212K	0.14%	108
2024 Q3	$1.71M	Buy	106,725 +22,183	+26%	+$357K	0.13%	114
2024 Q2	$1.33M	Hold	84,542	–	–	0.1%	127
2024 Q1	$1.33M	Sell	84,542 -1,684	-2%	-$24.5K	0.1%	127
2023 Q4	$1.19M	Sell	86,226 -3,306	-4%	-$44.9K	0.1%	126
2023 Q3	$1.26M	Buy	89,532 +5,299	+6%	+$70.3K	0.11%	128
2023 Q2	$1.07M	Sell	84,233 -7,400	-8%	-$93.8K	0.09%	133
2023 Q1	$1.14M	Sell	91,633 -7,200	-7%	-$91K	0.1%	129
2022 Q4	$1.17M	Buy	98,833 +16,300	+20%	+$196K	0.11%	124
2022 Q3	$824K	Hold	82,533	–	–	0.11%	109
2022 Q2	$824K	Sell	82,533 -10,100	-11%	-$113K	0.08%	139
2022 Q1	$1.04M	Buy	92,633 +37,100	+67%	+$368K	0.12%	111
2021 Q4	$457K	Buy	+55,533	New	+$505K	0.05%	140

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonora Investment Management Group's ET Position: Q3 2025 in Review

Sonora Investment Management Group increased its Energy Transfer Partners (ET) stake by 2.9% in Q3 2025, buying an estimated $37K and bringing the position to 73,962 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #118.

Sonora Investment Management Group first reported a position in ET in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.86M in Q4 2024. 1,223 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Sonora Investment Management Group held 73,962 shares of Energy Transfer Partners worth $1.27M as of Q3 2025.
Sonora Investment Management Group bought 2,111 Energy Transfer Partners shares in Q3 2025, an estimated $37K.
Energy Transfer Partners made up 0.09% of Sonora Investment Management Group's portfolio in Q3 2025, its #118 holding.
Sonora Investment Management Group first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 16 quarters since.
Sonora Investment Management Group's Energy Transfer Partners position peaked at $1.86M in Q4 2024.
1,223 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.