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SpringVest Wealth Management’s Energy Transfer Partners ET Stock Holding History

SpringVest Wealth Management’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 		– Sell
-15,917
Closed -$289K – 66
2025
Q2 		$289K Buy
+15,917
New +$278K 0.23% 52

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SpringVest Wealth Management's ET Position: Q3 2025 in Review

SpringVest Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 15,917 shares — an estimated $289K sold.

SpringVest Wealth Management first reported a position in ET in Q2 2025 and held it in 1 quarter. The position peaked at $289K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • SpringVest Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • SpringVest Wealth Management sold 15,917 Energy Transfer Partners shares in Q3 2025, an estimated $289K.
  • SpringVest Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and held it in 1 quarter.
  • SpringVest Wealth Management's Energy Transfer Partners position peaked at $289K in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on SpringVest Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.