Sweet Financial Partners’s Energy Transfer Partners ET Stock Holding History

Sweet Financial 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
2024 Q3	$1.11M	Buy	69,013 +424	+0.6%	+$6.82K	0.24%	78
2024 Q2	$1.11M	Buy	68,589 +712	+1%	+$11.2K	0.25%	76
2024 Q1	$1.07M	Buy	67,877 +7,316	+12%	+$107K	0.25%	78
2023 Q4	$836K	Buy	60,561 +2,593	+4%	+$35.2K	0.2%	82
2023 Q3	$813K	Buy	57,968 +7,874	+16%	+$104K	0.22%	76
2023 Q2	$636K	Buy	50,094 +375	+0.8%	+$4.75K	0.17%	89
2023 Q1	$620K	Buy	49,719 +1,156	+2%	+$14.6K	0.17%	91
2022 Q4	$576K	Buy	48,563 +23	+0%	+$276	0.17%	92
2022 Q3	$538K	Buy	48,540 +20	+0%	+$223	0.17%	84
2022 Q2	$484K	Buy	48,520 +1,045	+2%	+$11.7K	0.15%	89
2022 Q1	$531K	Hold	47,475	–	–	0.14%	92
2021 Q4	$391K	Buy	+47,475	New	+$431K	0.16%	91

Other funds holding ET

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sweet Financial Partners's ET Position: Q3 2024 in Review

Sweet Financial Partners increased its Energy Transfer Partners (ET) stake by 0.62% in Q3 2024, buying an estimated $6.82K and bringing the position to 69,013 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #78.

Sweet Financial Partners first reported a position in ET in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.11M in Q2 2024. 1,098 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Sweet Financial Partners held 69,013 shares of Energy Transfer Partners worth $1.11M as of Q3 2024.
Sweet Financial Partners bought 424 Energy Transfer Partners shares in Q3 2024, an estimated $6.82K.
Energy Transfer Partners made up 0.24% of Sweet Financial Partners's portfolio in Q3 2024, its #78 holding.
Sweet Financial Partners first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Energy Transfer Partners position peaked at $1.11M in Q2 2024.
1,098 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.