WR Wealth Planners’s Energy Transfer Partners ET Stock Holding History

WR Wealth Planners’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 Q4	$570K	Sell	29,117 -3,016	-9%	-$53.4K	0.18%	85
2024 Q3	$516K	Buy	32,133 +520	+2%	+$8.37K	0.14%	103
2024 Q2	$513K	Sell	31,613 -1,920	-6%	-$30.2K	0.16%	95
2024 Q1	$527K	Sell	33,533 -1,920	-5%	-$28K	0.16%	91
2023 Q4	$489K	Sell	35,453 -399	-1%	-$5.42K	0.18%	103
2023 Q3	$503K	Hold	35,852	–	–	0.19%	88
2023 Q2	$455K	Hold	35,852	–	–	0.18%	96
2023 Q1	$447K	Buy	+35,852	New	+$453K	0.19%	87

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

WR Wealth Planners's ET Position: Q4 2024 in Review

WR Wealth Planners reduced its Energy Transfer Partners (ET) stake by 9.4% in Q4 2024, selling an estimated $53.4K and leaving 29,117 shares worth $570K. The position accounts for 0.18% of the portfolio, ranked #85.

WR Wealth Planners first reported a position in ET in Q1 2023 and has held it in 8 quarters since. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

WR Wealth Planners held 29,117 shares of Energy Transfer Partners worth $570K as of Q4 2024.
WR Wealth Planners sold 3,016 Energy Transfer Partners shares in Q4 2024, an estimated $53.4K.
Energy Transfer Partners made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #85 holding.
WR Wealth Planners first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 8 quarters since.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.