Summit Asset Management’s Energy Transfer Partners ET Stock Holding History

Summit Asset 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 Q1	–	Sell	-13,645	Closed	-$267K	–	168
2024 Q4	$267K	Sell	13,645 -1,470	-10%	-$26K	0.05%	138
2024 Q3	$243K	Buy	+15,115	New	+$243K	0.05%	149
2015 Q4	–	Sell	-10,920	Closed	-$227K	–	89
2015 Q3	$227K	Sell	10,920 -1,800	-14%	-$50.8K	0.16%	84
2015 Q2	$408K	Sell	12,720 -2,400	-16%	-$80.4K	0.28%	57
2015 Q1	$479K	Buy	15,120 +600	+4%	+$17.8K	0.33%	48
2014 Q4	$417K	Sell	14,520 -880	-6%	-$25.3K	0.3%	52
2014 Q3	$475K	Buy	15,400 +3,800	+33%	+$112K	0.36%	46
2014 Q2	$342K	Hold	11,600	–	–	0.26%	60
2014 Q1	$271K	Hold	11,600	–	–	0.22%	69
2013 Q4	$237K	Buy	+11,600	New	+$209K	0.19%	77

Other funds holding ET

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Summit Asset Management's ET Position: Q1 2025 in Review

Summit Asset Management sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 13,645 shares — an estimated $267K sold.

Summit Asset Management first reported a position in ET in Q4 2013 and held it in 10 quarters. The position peaked at $479K in Q1 2015. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Summit Asset Management reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Summit Asset Management sold 13,645 Energy Transfer Partners shares in Q1 2025, an estimated $267K.
Summit Asset Management first reported a position in Energy Transfer Partners in Q4 2013 and held it in 10 quarters.
Summit Asset Management's Energy Transfer Partners position peaked at $479K in Q1 2015.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Summit Asset Management's 13F filing for Q1 2025, filed 6 May 2025.