Corient IA’s Energy Transfer Partners ET Stock Holding History

Corient IA’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	-30,000	Closed	-$544K	–	253
2025 Q2	$544K	Buy	+30,000	New	+$523K	0.32%	105

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

Corient IA's ET Position: Q3 2025 in Review

Corient IA sold out of Energy Transfer Partners (ET) in Q3 2025, closing a stake of 30,000 shares — an estimated $544K sold.

Corient IA first reported a position in ET in Q2 2025 and held it in 1 quarter. The position peaked at $544K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold ET as of Q3 2025.

Corient IA reported no remaining Energy Transfer Partners position as of Q3 2025 after selling out during the quarter.
Corient IA sold 30,000 Energy Transfer Partners shares in Q3 2025, an estimated $544K.
Corient IA first reported a position in Energy Transfer Partners in Q2 2025 and held it in 1 quarter.
Corient IA's Energy Transfer Partners position peaked at $544K in Q2 2025.
1,222 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.