Venturi Wealth Management’s Energy Transfer Partners ET Stock Holding History

Venturi Wealth 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 Q2	–	Sell	-14,109	Closed	-$262K	–	560
2025 Q1	$262K	Hold	14,109	–	–	0.01%	473
2024 Q4	$276K	Buy	+14,109	New	+$250K	0.01%	471
2024 Q3	–	Sell	-180	Closed	-$2.93K	–	1809
2024 Q2	$2.93K	Sell	180 -3,997	-96%	-$62.8K	﹤0.01%	1312
2024 Q1	$65.7K	Buy	4,177 +4	+0.1%	+$58	﹤0.01%	467
2023 Q4	$57.6K	Buy	4,173 +4	+0.1%	+$54	﹤0.01%	475
2023 Q3	$58.5K	Buy	4,169 +4	+0.1%	+$53	﹤0.01%	455
2023 Q2	$52.9K	Sell	4,165 -1,015	-20%	-$12.9K	﹤0.01%	422
2023 Q1	$64.6K	Buy	+5,180	New	+$65.5K	0.01%	445
2019 Q4	–	Sell	-15,360	Closed	-$201K	–	235
2019 Q3	$201K	Buy	+15,360	New	+$214K	0.03%	222
2019 Q2	–	Sell	-16,301	Closed	-$241K	–	234
2019 Q1	$254K	Hold	16,301	–	–	0.03%	220
2018 Q4	$217K	Buy	+16,301	New	+$248K	0.04%	241

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

Venturi Wealth Management's ET Position: Q2 2025 in Review

Venturi Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2025, closing a stake of 14,109 shares — an estimated $262K sold.

Venturi Wealth Management first reported a position in ET in Q4 2018 and held it in 11 quarters. The position peaked at $276K in Q4 2024. 1,233 funds tracked by Wall St. Rank hold ET as of Q2 2025.

Venturi Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2025 after selling out during the quarter.
Venturi Wealth Management sold 14,109 Energy Transfer Partners shares in Q2 2025, an estimated $262K.
Venturi Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 11 quarters.
Venturi Wealth Management's Energy Transfer Partners position peaked at $276K in Q4 2024.
1,233 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.