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WealthTrak Capital Management’s Energy Transfer Partners ET Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-960
Closed -$17.4K – 352
2025
Q2 		$17.4K Hold
960
– – 0.01% 152
2025
Q1 		$17.8K Hold
960
– – 0.02% 142
2024
Q4 		$18.8K Buy
+960
New +$17K 0.02% 135

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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

WealthTrak Capital Management's ET Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 960 shares — an estimated $17.4K sold.

WealthTrak Capital Management first reported a position in ET in Q4 2024 and held it in 3 quarters. The position peaked at $18.8K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 960 Energy Transfer Partners shares in Q3 2025, an estimated $17.4K.
  • WealthTrak Capital Management first reported a position in Energy Transfer Partners in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Energy Transfer Partners position peaked at $18.8K in Q4 2024.
  • 1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.