Zimmer Partners’s Energy Transfer Partners ET Stock Holding History

Zimmer Partners’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	-350,000	Closed	-$6.51M	–	181
2025 Q1	$6.51M	Buy	+350,000	New	+$6.82M	0.12%	108
2015 Q3	–	Sell	-500,000	Closed	-$8.02M	–	78
2015 Q2	$8.02M	Buy	+500,000	New	+$16.8M	0.44%	52

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

Zimmer Partners's ET Position: Q1 2022 in Review

Zimmer Partners sold out of Energy Transfer Partners (ET) in Q1 2022, closing a stake of 2,231,133 shares — an estimated $18.4M sold.

Zimmer Partners first reported a position in ET in Q4 2014 and held it in 28 quarters. The position peaked at $145M in Q3 2019. 827 funds tracked by Wall St. Rank hold ET as of Q1 2022.

Zimmer Partners reported no remaining Energy Transfer Partners position as of Q1 2022 after selling out during the quarter.
Zimmer Partners sold 2,231,133 Energy Transfer Partners shares in Q1 2022, an estimated $18.4M.
Zimmer Partners first reported a position in Energy Transfer Partners in Q4 2014 and held it in 28 quarters.
Zimmer Partners's Energy Transfer Partners position peaked at $145M in Q3 2019.
827 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2022.

Based on Zimmer Partners's 13F filing for Q1 2022, filed 16 May 2022.