Addison Advisors’s Energy Transfer Partners ET Stock Holding History

Addison Advisors’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	-640	Closed	-$11.6K	–	896
2025 Q2	$11.6K	Hold	640	–	–	﹤0.01%	603
2025 Q1	$11.9K	Hold	640	–	–	﹤0.01%	557
2024 Q4	$12.5K	Hold	640	–	–	﹤0.01%	558
2024 Q3	$10.3K	Hold	640	–	–	﹤0.01%	592
2024 Q2	$10.4K	Hold	640	–	–	﹤0.01%	560
2024 Q1	$10.1K	Hold	640	–	–	﹤0.01%	521
2023 Q4	$8.83K	Hold	640	–	–	﹤0.01%	527
2023 Q3	$8.98K	Sell	640 -640	-50%	-$8.49K	﹤0.01%	496
2023 Q2	$16.3K	Buy	+1,280	New	+$16.2K	0.01%	431

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

Addison Advisors's ET Position: Q3 2025 in Review

Addison Advisors sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 640 shares — an estimated $11.6K sold.

Addison Advisors first reported a position in ET in Q2 2023 and held it in 9 quarters. The position peaked at $16.3K in Q2 2023. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Addison Advisors reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Addison Advisors sold 640 Energy Transfer Partners shares in Q3 2025, an estimated $11.6K.
Addison Advisors first reported a position in Energy Transfer Partners in Q2 2023 and held it in 9 quarters.
Addison Advisors's Energy Transfer Partners position peaked at $16.3K in Q2 2023.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Addison Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.