Union Savings Bank’s Energy Transfer Partners ET Stock Holding History

Union Savings Bank’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 Q2	–	Sell	-298	Closed	-$5.54K	–	292
2025 Q1	$5.54K	Buy	+298	New	+$5.8K	﹤0.01%	282

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

Union Savings Bank's ET Position: Q2 2025 in Review

Union Savings Bank sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 298 shares — an estimated $5.54K sold.

Union Savings Bank first reported a position in ET in Q1 2025 and held it in 1 quarter. The position peaked at $5.54K in Q1 2025. 1,231 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Union Savings Bank reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Union Savings Bank sold 298 Energy Transfer Partners shares in Q2 2025, an estimated $5.54K.
Union Savings Bank first reported a position in Energy Transfer Partners in Q1 2025 and held it in 1 quarter.
Union Savings Bank's Energy Transfer Partners position peaked at $5.54K in Q1 2025.
1,231 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Union Savings Bank's 13F filing for Q2 2025, filed 8 Aug 2025.