Tandem Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Tandem Investment Advisors’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	-10,171	Closed	-$199K	–	77
2024 Q4	$199K	Sell	10,171 -2,096	-17%	-$37.1K	0.01%	83
2024 Q3	$197K	Sell	12,267 -3,114	-20%	-$50.1K	0.01%	85
2024 Q2	$249K	Buy	+15,381	New	+$242K	0.01%	71

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

Tandem Investment Advisors's ET Position: Q1 2025 in Review

Tandem Investment Advisors sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 10,171 shares — an estimated $199K sold.

Tandem Investment Advisors first reported a position in ET in Q2 2024 and held it in 3 quarters. The position peaked at $249K in Q2 2024. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

Tandem Investment Advisors reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
Tandem Investment Advisors sold 10,171 Energy Transfer Partners shares in Q1 2025, an estimated $199K.
Tandem Investment Advisors first reported a position in Energy Transfer Partners in Q2 2024 and held it in 3 quarters.
Tandem Investment Advisors's Energy Transfer Partners position peaked at $249K in Q2 2024.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on Tandem Investment Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.