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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
2024
Q3 		– Sell
-110,500
Closed -$1.79M – 170
2024
Q2 		$1.79M Hold
110,500
– – 0.56% 61
2024
Q1 		$1.74M Hold
110,500
– – 0.59% 54
2023
Q4 		$1.52M Buy
+110,500
New +$1.5M 0.58% 51

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AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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.