VWA
ET icon

VSM Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

VSM Wealth Advisory’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
Q3 		– Sell
-963
Closed -$17.5K – 464
2025
Q2 		$17.5K Buy
963
+778
+421% +$13.6K 0.01% 320
2025
Q1 		$3.43K Buy
185
+3
+2% +$58 ﹤0.01% 434
2024
Q4 		$3.56K Buy
+182
New +$3.22K ﹤0.01% 419

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VSM Wealth Advisory's ET Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 963 shares — an estimated $17.5K sold.

VSM Wealth Advisory first reported a position in ET in Q4 2024 and held it in 3 quarters. The position peaked at $17.5K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • VSM Wealth Advisory reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 963 Energy Transfer Partners shares in Q3 2025, an estimated $17.5K.
  • VSM Wealth Advisory first reported a position in Energy Transfer Partners in Q4 2024 and held it in 3 quarters.
  • VSM Wealth Advisory's Energy Transfer Partners position peaked at $17.5K in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.