Glass Jacobson Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Glass Jacobson Investment Advisors’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	-384	Closed	-$6.58K	–	593
2025 Q3	$6.58K	Hold	384	–	–	﹤0.01%	474
2025 Q2	$6.96K	Sell	384 -17,937	-98%	-$313K	﹤0.01%	454
2025 Q1	$359K	Hold	18,321	–	–	0.12%	179
2024 Q4	$359K	Sell	18,321 -6,100	-25%	-$108K	0.12%	179
2024 Q3	$392K	Sell	24,421 -650	-3%	-$10.5K	0.13%	163
2024 Q2	$407K	Sell	25,071 -1,585	-6%	-$24.9K	0.15%	153
2024 Q1	$419K	Sell	26,656 -1,785	-6%	-$26K	0.16%	142
2023 Q4	$392K	Sell	28,441 -2,376	-8%	-$32.3K	0.16%	145
2023 Q3	$432K	Buy	30,817 +566	+2%	+$7.51K	0.2%	128
2023 Q2	$384K	Buy	+30,251	New	+$383K	0.18%	145
2022 Q4	$363K	Buy	+30,620	New	+$367K	0.18%	147

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

Glass Jacobson Investment Advisors's ET Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 384 shares — an estimated $6.58K sold.

Glass Jacobson Investment Advisors first reported a position in ET in Q4 2022 and held it in 11 quarters. The position peaked at $432K in Q3 2023. 1,255 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Glass Jacobson Investment Advisors reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 384 Energy Transfer Partners shares in Q4 2025, an estimated $6.58K.
Glass Jacobson Investment Advisors first reported a position in Energy Transfer Partners in Q4 2022 and held it in 11 quarters.
Glass Jacobson Investment Advisors's Energy Transfer Partners position peaked at $432K in Q3 2023.
1,255 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.