Kaizen Financial Strategies’s Energy Transfer Partners ET Stock Holding History

Kaizen Financial Strategies’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	-12,609	Closed	-$213K	–	167
2025 Q3	$213K	Sell	12,609 -22	-0.2%	-$386	0.1%	145
2025 Q2	$229K	Buy	12,631 +1,019	+9%	+$17.8K	0.12%	135
2025 Q1	$216K	Sell	11,612 -254	-2%	-$4.95K	0.12%	125
2024 Q4	$232K	Sell	11,866 -1,096	-8%	-$19.4K	0.13%	115
2024 Q3	$208K	Buy	12,962 +242	+2%	+$3.89K	0.12%	124
2024 Q2	$206K	Buy	+12,720	New	+$200K	0.13%	125

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

Kaizen Financial Strategies's ET Position: Q4 2025 in Review

Kaizen Financial Strategies sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 12,609 shares — an estimated $213K sold.

Kaizen Financial Strategies first reported a position in ET in Q2 2024 and held it in 6 quarters. The position peaked at $232K in Q4 2024. 1,255 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Kaizen Financial Strategies reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 12,609 Energy Transfer Partners shares in Q4 2025, an estimated $213K.
Kaizen Financial Strategies first reported a position in Energy Transfer Partners in Q2 2024 and held it in 6 quarters.
Kaizen Financial Strategies's Energy Transfer Partners position peaked at $232K in Q4 2024.
1,255 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Kaizen Financial Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.