FORA Capital’s Energy Transfer Partners ET Stock Holding History

FORA Capital’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	-34,704	Closed	-$596K	–	502
2025 Q3	$596K	Buy	+34,704	New	+$608K	0.11%	246
2025 Q1	–	Sell	-108,304	Closed	-$2.12M	–	545
2024 Q4	$2.12M	Sell	108,304 -16,581	-13%	-$294K	0.24%	122
2024 Q3	$2M	Buy	+124,885	New	+$2.01M	0.24%	127

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

FORA Capital's ET Position: Q4 2025 in Review

FORA Capital sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 34,704 shares — an estimated $596K sold.

FORA Capital first reported a position in ET in Q3 2024 and held it in 3 quarters. The position peaked at $2.12M in Q4 2024. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

FORA Capital reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 34,704 Energy Transfer Partners shares in Q4 2025, an estimated $596K.
FORA Capital first reported a position in Energy Transfer Partners in Q3 2024 and held it in 3 quarters.
FORA Capital's Energy Transfer Partners position peaked at $2.12M in Q4 2024.
1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.