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Tortoise Index Solutions’s Energy Transfer Partners ET Stock Holding History

Tortoise Index Solutions’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
Q1 		$19.5M Sell
1,238,052
-328,990
-21% -$4.79M 3.92% 9
2023
Q4 		$21.6M Buy
1,567,042
+160,341
+11% +$2.18M 4.02% 9
2023
Q3 		$19.7M Sell
1,406,701
-108,646
-7% -$1.44M 4.1% 7
2023
Q2 		$19.2M Sell
1,515,347
-87,402
-5% -$1.11M 3.93% 11
2023
Q1 		$20M Sell
1,602,749
-352,751
-18% -$4.46M 3.81% 12
2022
Q4 		$353K Sell
1,955,500
-15,761
-0.8% -$189K 0.06% 63
2022
Q3 		$21.7M Sell
1,971,261
-2,781
-0.1% -$31K 4.22% 7
2022
Q2 		$19.7M Sell
1,974,042
-82,966
-4% -$929K 3.71% 10
2022
Q1 		$23M Buy
2,057,008
+26,439
+1% +$262K 4.15% 8
2021
Q4 		$16.7M Buy
2,030,569
+309,311
+18% +$2.81M 3.68% 11
2021
Q3 		$16.5M Sell
1,721,258
-155,561
-8% -$1.49M 3.92% 10
2021
Q2 		$20M Sell
1,876,819
-123,778
-6% -$1.19M 4.17% 10
2021
Q1 		$15.4M Sell
2,000,597
-376,658
-16% -$2.75M 3.69% 11
2020
Q4 		$14.7M Buy
2,377,255
+450,038
+23% +$2.72M 4.15% 10
2020
Q3 		$10.4M Buy
1,927,217
+419,355
+28% +$2.66M 4.01% 10
2020
Q2 		$10.7M Sell
1,507,862
-152,166
-9% -$1.13M 3.74% 11
2020
Q1 		$7.64M Buy
1,660,028
+109,195
+7% +$1.16M 3.12% 15
2019
Q4 		$19.9M Buy
1,550,833
+589,978
+61% +$7.27M 4.3% 8
2019
Q3 		$12.6M Sell
960,855
-61,289
-6% -$854K 3.79% 11
2019
Q2 		$14.4M Buy
1,022,144
+14,430
+1% +$214K 4.25% 9
2019
Q1 		$15.5M Buy
1,007,714
+148,302
+17% +$2.2M 4.61% 9
2018
Q4 		$11.4M Buy
859,412
+706,918
+464% +$10.7M 4.31% 10
2018
Q3 		$2.66M Buy
152,494
+22,383
+17% +$398K 1.74% 15
2018
Q2 		$2.24M Buy
130,111
+17,602
+16% +$289K 1.61% 16
2018
Q1 		$1.6M Buy
112,509
+1,122
+1% +$18.6K 1.47% 19
2017
Q4 		$1.92M Buy
+111,387
New +$1.9M 1.71% 15
2015
Q3 		$393K Buy
18,877
+3,357
+22% +$94.8K 1.94% 17
2015
Q2 		$498K Buy
+15,520
New +$520K 2.26% 11

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Tortoise Index Solutions's ET Position: Q1 2024 in Review

Tortoise Index Solutions reduced its Energy Transfer Partners (ET) stake by 21% in Q1 2024, selling an estimated $4.79M and leaving 1,238,052 shares worth $19.5M. The position accounts for 3.92% of the portfolio, ranked #9.

Tortoise Index Solutions first reported a position in ET in Q2 2015 and has held it in 28 quarters since. The position peaked at $23M in Q1 2022. 1,060 funds tracked by Wall St. Rank hold ET as of Q1 2024.

  • Tortoise Index Solutions held 1,238,052 shares of Energy Transfer Partners worth $19.5M as of Q1 2024.
  • Tortoise Index Solutions sold 328,990 Energy Transfer Partners shares in Q1 2024, an estimated $4.79M.
  • Energy Transfer Partners made up 3.92% of Tortoise Index Solutions's portfolio in Q1 2024, its #9 holding.
  • Tortoise Index Solutions first reported a position in Energy Transfer Partners in Q2 2015 and has held it in 28 quarters since.
  • Tortoise Index Solutions's Energy Transfer Partners position peaked at $23M in Q1 2022.
  • 1,060 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.