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Journey Strategic Wealth’s Energy Transfer Partners ET Stock Holding History

Journey Strategic Wealth’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
-10,326
Closed -$177K – 790
2025
Q3 		$177K Hold
10,326
– – 0.01% 684
2025
Q2 		$187K Hold
10,326
– – 0.01% 629
2025
Q1 		$192K Buy
+10,326
New +$201K 0.01% 472
2024
Q4 		– Sell
-11,586
Closed -$186K – 521
2024
Q3 		$186K Buy
11,586
+1,256
+12% +$20.2K 0.01% 484
2024
Q2 		$168K Hold
10,330
– – 0.01% 376
2024
Q1 		$162K Buy
+10,330
New +$150K 0.01% 298
2023
Q3 		– Sell
-15,450
Closed -$196K – 210
2023
Q2 		$196K Hold
15,450
– – 0.01% 178
2023
Q1 		$193K Hold
15,450
– – 0.02% 229
2022
Q4 		$183K Hold
15,450
– – 0.02% 222
2022
Q3 		$170K Hold
15,450
– – 0.02% 166
2022
Q2 		$154K Hold
15,450
– – 0.02% 111
2022
Q1 		$173K Hold
15,450
– – 0.02% 167
2021
Q4 		$127K Buy
+15,450
New +$140K 0.01% 198

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
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

Journey Strategic Wealth's ET Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 10,326 shares — an estimated $177K sold.

Journey Strategic Wealth first reported a position in ET in Q4 2021 and held it in 13 quarters. The position peaked at $196K in Q2 2023. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 10,326 Energy Transfer Partners shares in Q4 2025, an estimated $177K.
  • Journey Strategic Wealth first reported a position in Energy Transfer Partners in Q4 2021 and held it in 13 quarters.
  • Journey Strategic Wealth's Energy Transfer Partners position peaked at $196K in Q2 2023.
  • 1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.