WFA Asset Management’s Energy Transfer Partners ET Stock Holding History

WFA Asset 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	$217K	Buy	13,498 +63	+0.5%	+$1.1K	0.12%	55
2025 Q2	$218K	Buy	13,435 +10,280	+326%	+$179K	0.12%	54
2025 Q1	$49.6K	Sell	3,155 -10,402	-77%	-$203K	0.03%	105
2024 Q4	$266K	Buy	13,557 +59	+0.4%	+$1.04K	0.14%	49
2024 Q3	$217K	Buy	13,498 +63	+0.5%	+$1.01K	0.12%	55
2024 Q2	$218K	Buy	13,435 +10,280	+326%	+$162K	0.12%	54
2024 Q1	$49.6K	Buy	3,155 +66	+2%	+$961	0.03%	106
2023 Q4	$42.6K	Sell	3,089 -1,322	-30%	-$18K	0.02%	99
2023 Q3	$61.9K	Buy	4,411 +71	+2%	+$942	0.04%	87
2023 Q2	$55.1K	Buy	4,340 +69	+2%	+$874	0.03%	91
2023 Q1	$53.3K	Buy	4,271 +67	+2%	+$847	0.03%	94
2022 Q4	$49.9K	Buy	4,204 +1,449	+53%	+$17.4K	0.03%	90
2022 Q3	$30.4K	Buy	2,755 +53	+2%	+$590	0.02%	107
2022 Q2	$27K	Buy	2,702 +47	+2%	+$526	0.02%	115
2022 Q1	$29.7K	Buy	2,655 +45	+2%	+$446	0.02%	112
2021 Q4	$21.5K	Buy	+2,610	New	+$23.7K	0.01%	122

Other funds holding ET

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

Goldman Sachs New York $871B AUM 31.28% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFA Asset Management's ET Position: Q3 2025 in Review

WFA Asset Management increased its Energy Transfer Partners (ET) stake by 0.47% in Q3 2025, buying an estimated $1.1K and bringing the position to 13,498 shares worth $217K. The position accounts for 0.12% of the portfolio, ranked #55.

WFA Asset Management first reported a position in ET in Q4 2021 and has held it in 16 quarters since. The position peaked at $266K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

WFA Asset Management held 13,498 shares of Energy Transfer Partners worth $217K as of Q3 2025.
WFA Asset Management bought 63 Energy Transfer Partners shares in Q3 2025, an estimated $1.1K.
Energy Transfer Partners made up 0.12% of WFA Asset Management's portfolio in Q3 2025, its #55 holding.
WFA Asset Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's Energy Transfer Partners position peaked at $266K in Q4 2024.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.