Helen Stephens Group’s Energy Transfer Partners ET Stock Holding History

Helen Stephens Group’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	-20,663	Closed	-$355K	–	119
2025 Q3	$355K	Buy	20,663 +124	+0.6%	+$2.17K	0.08%	76
2025 Q2	$372K	Buy	20,539 +2,420	+13%	+$42.2K	0.09%	63
2025 Q1	$337K	Buy	18,119 +566	+3%	+$11K	0.1%	63
2024 Q4	$344K	Buy	17,553 +301	+2%	+$5.33K	0.1%	65
2024 Q3	$277K	Buy	17,252 +598	+4%	+$9.62K	0.08%	71
2024 Q2	$270K	Hold	16,654	–	–	0.09%	69
2024 Q1	$262K	Buy	16,654 +614	+4%	+$8.94K	0.1%	61
2023 Q4	$221K	Hold	16,040	–	–	0.1%	71
2023 Q3	$225K	Buy	16,040 +2,500	+18%	+$33.2K	0.12%	63
2023 Q2	$172K	Hold	13,540	–	–	0.09%	66
2023 Q1	$169K	Hold	13,540	–	–	0.09%	71
2022 Q4	$161K	Hold	13,540	–	–	0.1%	69
2022 Q3	$149K	Hold	13,540	–	–	0.1%	57
2022 Q2	$135K	Hold	13,540	–	–	0.1%	58
2022 Q1	$152K	Hold	13,540	–	–	0.1%	59
2021 Q4	$111K	Buy	+13,540	New	+$123K	0.09%	56

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Helen Stephens Group's ET Position: Q4 2025 in Review

Helen Stephens Group sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 20,663 shares — an estimated $355K sold.

Helen Stephens Group first reported a position in ET in Q4 2021 and held it in 16 quarters. The position peaked at $372K in Q2 2025. 1,257 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Helen Stephens Group reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Helen Stephens Group sold 20,663 Energy Transfer Partners shares in Q4 2025, an estimated $355K.
Helen Stephens Group first reported a position in Energy Transfer Partners in Q4 2021 and held it in 16 quarters.
Helen Stephens Group's Energy Transfer Partners position peaked at $372K in Q2 2025.
1,257 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Helen Stephens Group's 13F filing for Q4 2025, filed 5 Jan 2026.