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Future Financial Wealth Management’s Energy Transfer Partners ET Stock Holding History

Future Financial Wealth 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
-8,347
Closed -$143K – 212
2025
Q3 		$143K Buy
8,347
+108
+1% +$1.89K 0.09% 147
2025
Q2 		$149K Buy
8,239
+102
+1% +$1.78K 0.1% 133
2025
Q1 		$151K Sell
8,137
-411
-5% -$8.01K 0.11% 130
2024
Q4 		$167K Sell
8,548
-7,901
-48% -$140K 0.12% 118
2024
Q3 		$264K Buy
16,449
+104
+0.6% +$1.67K 0.19% 96
2024
Q2 		$265K Buy
16,345
+103
+0.6% +$1.62K 0.23% 91
2024
Q1 		$255K Buy
16,242
+109
+0.7% +$1.59K 0.2% 92
2023
Q4 		$223K Buy
16,133
+114
+0.7% +$1.55K 0.22% 92
2023
Q3 		$225K Buy
16,019
+117
+0.7% +$1.55K 0.25% 92
2023
Q2 		$202K Buy
15,902
+115
+0.7% +$1.46K 0.21% 105
2023
Q1 		$202K Buy
15,787
+111
+0.7% +$1.4K 0.22% 98
2022
Q4 		$186K Buy
15,676
+186
+1% +$2.23K 0.21% 105
2022
Q3 		$155K Buy
15,490
+78
+0.5% +$869 0.18% 112
2022
Q2 		$172K Hold
15,412
– – 0.17% 126
2022
Q1 		$172K Buy
15,412
+3,076
+25% +$30.5K 0.14% 137
2021
Q4 		$107K Sell
12,336
-5,857
-32% -$53.2K 0.09% 183
2021
Q3 		$193K Hold
18,193
– – 0.2% 117
2021
Q2 		$193K Buy
18,193
+62
+0.3% +$594 0.2% 117
2021
Q1 		$139K Buy
18,131
+81
+0.4% +$591 0.16% 107
2020
Q4 		$112K Buy
+18,050
New +$109K 0.13% 117

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

Future Financial Wealth Management's ET Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 8,347 shares — an estimated $143K sold.

Future Financial Wealth Management first reported a position in ET in Q4 2020 and held it in 20 quarters. The position peaked at $265K in Q2 2024. 1,257 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 8,347 Energy Transfer Partners shares in Q4 2025, an estimated $143K.
  • Future Financial Wealth Management first reported a position in Energy Transfer Partners in Q4 2020 and held it in 20 quarters.
  • Future Financial Wealth Management's Energy Transfer Partners position peaked at $265K in Q2 2024.
  • 1,257 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.