Southland Equity Partners’s Energy Transfer Partners ET Stock Holding History

Southland Equity Partners’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	-14,722	Closed	-$274K	–	238
2025 Q1	$274K	Hold	14,722	–	–	0.06%	183
2024 Q4	$288K	Sell	14,722 -2,342	-14%	-$41.5K	0.07%	176
2024 Q3	$274K	Buy	17,064 +1,152	+7%	+$18.5K	0.07%	184
2024 Q2	$258K	Hold	15,912	–	–	0.07%	175
2024 Q1	$250K	Buy	+15,912	New	+$232K	0.07%	183
2023 Q4	–	Sell	-22,330	Closed	-$313K	–	198
2023 Q3	$313K	Sell	22,330 -20,000	-47%	-$265K	0.11%	132
2023 Q2	$538K	Hold	42,330	–	–	0.18%	79
2023 Q1	$528K	Sell	42,330 -250	-0.6%	-$3.16K	0.21%	82
2022 Q4	$505K	Hold	42,580	–	–	0.19%	77
2022 Q3	$470K	Hold	42,580	–	–	0.23%	75
2022 Q2	$425K	Sell	42,580 -77	-0.2%	-$862	0.19%	92
2022 Q1	$477K	Hold	42,657	–	–	0.2%	87
2021 Q4	$351K	Buy	42,657 +77	+0.2%	+$700	0.14%	106
2021 Q3	$408K	Buy	+42,580	New	+$409K	0.19%	87

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

Southland Equity Partners's ET Position: Q2 2025 in Review

Southland Equity Partners sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 14,722 shares — an estimated $274K sold.

Southland Equity Partners first reported a position in ET in Q3 2021 and held it in 14 quarters. The position peaked at $538K in Q2 2023. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Southland Equity Partners reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Southland Equity Partners sold 14,722 Energy Transfer Partners shares in Q2 2025, an estimated $274K.
Southland Equity Partners first reported a position in Energy Transfer Partners in Q3 2021 and held it in 14 quarters.
Southland Equity Partners's Energy Transfer Partners position peaked at $538K in Q2 2023.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Southland Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.