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Commonwealth Retirement Investments’s Energy Transfer Partners ET Stock Holding History

Commonwealth Retirement Investments’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
-20,000
Closed -$343K – 435
2025
Q3 		$343K Buy
+20,000
New +$351K 0.12% 104
2025
Q1 		– Sell
-10,000
Closed -$196K – 97
2024
Q4 		$196K Buy
+10,000
New +$177K 0.08% 99

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Blackstone Inc
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

Commonwealth Retirement Investments's ET Position: Q4 2025 in Review

Commonwealth Retirement Investments sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 20,000 shares — an estimated $343K sold.

Commonwealth Retirement Investments first reported a position in ET in Q4 2024 and held it in 2 quarters. The position peaked at $343K in Q3 2025. 1,258 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • Commonwealth Retirement Investments reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 20,000 Energy Transfer Partners shares in Q4 2025, an estimated $343K.
  • Commonwealth Retirement Investments first reported a position in Energy Transfer Partners in Q4 2024 and held it in 2 quarters.
  • Commonwealth Retirement Investments's Energy Transfer Partners position peaked at $343K in Q3 2025.
  • 1,258 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Commonwealth Retirement Investments's 13F filing for Q4 2025, filed 11 Feb 2026.