VELA Investment Management’s Energy Transfer Partners ET Stock Holding History

VELA Investment Management’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	-28,307	Closed	-$555K	–	162
2024 Q4	$555K	Sell	28,307 -62,100	-69%	-$1.1M	0.15%	133
2024 Q3	$1.45M	Hold	90,407	–	–	0.45%	80
2024 Q2	$1.47M	Hold	90,407	–	–	0.46%	75
2024 Q1	$1.42M	Sell	90,407 -6,711	-7%	-$97.7K	0.48%	68
2023 Q4	$1.34M	Sell	97,118 -25,596	-21%	-$348K	0.51%	65
2023 Q3	$1.72M	Buy	122,714 +40,887	+50%	+$542K	0.76%	43
2023 Q2	$1.04M	Buy	81,827 +9,042	+12%	+$115K	0.48%	79
2023 Q1	$908K	Buy	72,785 +19,931	+38%	+$252K	0.41%	82
2022 Q4	$627K	Buy	+52,854	New	+$634K	0.31%	95
2022 Q3	–	Sell	-27,866	Closed	-$278K	–	140
2022 Q2	$278K	Buy	+27,866	New	+$312K	0.16%	130

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

VELA Investment Management's ET Position: Q1 2025 in Review

VELA Investment Management sold out of Energy Transfer Partners (ET) in Q1 2025, closing a stake of 28,307 shares — an estimated $555K sold.

VELA Investment Management first reported a position in ET in Q2 2022 and held it in 10 quarters. The position peaked at $1.72M in Q3 2023. 1,212 funds tracked by Wall St. Rank hold ET as of Q1 2025.

VELA Investment Management reported no remaining Energy Transfer Partners position as of Q1 2025 after selling out during the quarter.
VELA Investment Management sold 28,307 Energy Transfer Partners shares in Q1 2025, an estimated $555K.
VELA Investment Management first reported a position in Energy Transfer Partners in Q2 2022 and held it in 10 quarters.
VELA Investment Management's Energy Transfer Partners position peaked at $1.72M in Q3 2023.
1,212 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2025.

Based on VELA Investment Management's 13F filing for Q1 2025, filed 29 Apr 2025.