Tempus Wealth Planning’s Energy Transfer Partners ET Stock Holding History

Tempus Wealth Planning’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 Q4	–	Sell	-13,342	Closed	-$214K	–	253
2024 Q3	$214K	Buy	13,342 +1,612	+14%	+$25.9K	0.08%	209
2024 Q2	$190K	Sell	11,730 -15,176	-56%	-$239K	0.08%	199
2024 Q1	$423K	Buy	26,906 +13,906	+107%	+$203K	0.19%	126
2023 Q4	$179K	Buy	+13,000	New	+$177K	0.08%	189

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Tempus Wealth Planning's ET Position: Q4 2024 in Review

Tempus Wealth Planning sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 13,342 shares — an estimated $214K sold.

Tempus Wealth Planning first reported a position in ET in Q4 2023 and held it in 4 quarters. The position peaked at $423K in Q1 2024. 1,205 funds tracked by Wall St. Rank hold ET as of Q4 2024.

Tempus Wealth Planning reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
Tempus Wealth Planning sold 13,342 Energy Transfer Partners shares in Q4 2024, an estimated $214K.
Tempus Wealth Planning first reported a position in Energy Transfer Partners in Q4 2023 and held it in 4 quarters.
Tempus Wealth Planning's Energy Transfer Partners position peaked at $423K in Q1 2024.
1,205 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on Tempus Wealth Planning's 13F filing for Q4 2024, filed 24 Jan 2025.