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Spectrum Wealth Counsel’s Energy Transfer Partners ET Stock Holding History

Spectrum Wealth Counsel’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 		$1.49K Hold
80
– – ﹤0.01% 302
2024
Q4 		$1.57K Hold
80
– – ﹤0.01% 301
2024
Q3 		$1.28K Buy
+80
New +$1.29K ﹤0.01% 344

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

Spectrum Wealth Counsel's ET Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Energy Transfer Partners (ET) position steady in Q1 2025 at 80 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Spectrum Wealth Counsel first reported a position in ET in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.57K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

  • Spectrum Wealth Counsel held 80 shares of Energy Transfer Partners worth $1.49K as of Q1 2025.
  • Spectrum Wealth Counsel left its Energy Transfer Partners share count unchanged in Q1 2025.
  • Energy Transfer Partners made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #302 holding.
  • Spectrum Wealth Counsel first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 3 quarters since.
  • Spectrum Wealth Counsel's Energy Transfer Partners position peaked at $1.57K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.