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

Clark 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 Q4	–	Sell	-30,825	Closed	-$529K	–	243
2025 Q3	$529K	Buy	30,825 +6,746	+28%	+$118K	0.06%	116
2025 Q2	$437K	Buy	+24,079	New	+$420K	0.06%	114

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Clark Asset Management's ET Position: Q4 2025 in Review

Clark Asset Management sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 30,825 shares — an estimated $529K sold.

Clark Asset Management first reported a position in ET in Q2 2025 and held it in 2 quarters. The position peaked at $529K in Q3 2025. 1,258 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Clark Asset Management reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Clark Asset Management sold 30,825 Energy Transfer Partners shares in Q4 2025, an estimated $529K.
Clark Asset Management first reported a position in Energy Transfer Partners in Q2 2025 and held it in 2 quarters.
Clark Asset Management's Energy Transfer Partners position peaked at $529K in Q3 2025.
1,258 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Clark Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.