Stonegate Investment Group’s Energy Transfer Partners ET Stock Holding History

Stonegate Investment 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	$765K	Buy	44,560 +5,142	+13%	+$90.1K	0.02%	208
2025 Q2	$715K	Buy	39,418 +4,216	+12%	+$73.6K	0.02%	202
2025 Q1	$654K	Buy	35,202 +882	+3%	+$17.2K	0.02%	190
2024 Q4	$672K	Buy	34,320 +482	+1%	+$8.54K	0.02%	187
2024 Q3	$543K	Buy	33,838 +509	+2%	+$8.19K	0.01%	221
2024 Q2	$541K	Buy	33,329 +2,625	+9%	+$41.3K	0.02%	219
2024 Q1	$483K	Buy	30,704 +488	+2%	+$7.11K	0.02%	222
2023 Q4	$417K	Buy	30,216 +506	+2%	+$6.88K	0.01%	227
2023 Q3	$417K	Sell	29,710 -1,617	-5%	-$21.4K	0.02%	212
2023 Q2	$398K	Buy	31,327 +4,643	+17%	+$58.8K	0.01%	220
2023 Q1	$333K	Buy	26,684 +376	+1%	+$4.75K	0.01%	242
2022 Q4	$312K	Buy	26,308 +43	+0.2%	+$516	0.01%	241
2022 Q3	$290K	Buy	26,265 +5,440	+26%	+$60.6K	0.01%	229
2022 Q2	$208K	Buy	20,825 +10,810	+108%	+$121K	0.01%	268
2022 Q1	$112K	Buy	+10,015	New	+$99.3K	﹤0.01%	256

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Goldman Sachs New York $871B AUM 31.28% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stonegate Investment Group's ET Position: Q3 2025 in Review

Stonegate Investment Group increased its Energy Transfer Partners (ET) stake by 13% in Q3 2025, buying an estimated $90.1K and bringing the position to 44,560 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #208.

Stonegate Investment Group first reported a position in ET in Q1 2022 and has held it in 15 quarters since. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Stonegate Investment Group held 44,560 shares of Energy Transfer Partners worth $765K as of Q3 2025.
Stonegate Investment Group bought 5,142 Energy Transfer Partners shares in Q3 2025, an estimated $90.1K.
Energy Transfer Partners made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #208 holding.
Stonegate Investment Group first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 15 quarters since.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.