Key Client Fiduciary Advisors’s Energy Transfer Partners ET Stock Holding History

Key Client Fiduciary 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	-10,252	Closed	-$176K	–	227
2025 Q3	$176K	Buy	10,252 +100	+1%	+$1.75K	0.06%	212
2025 Q2	$184K	Sell	10,152 -1,252	-11%	-$21.8K	0.07%	199
2025 Q1	$212K	Sell	11,404 -600	-5%	-$11.7K	0.1%	177
2024 Q4	$235K	Buy	12,004 +200	+2%	+$3.54K	0.1%	172
2024 Q3	$189K	Hold	11,804	–	–	0.08%	191
2024 Q2	$191K	Buy	+11,804	New	+$186K	0.1%	179
2024 Q1	–	Sell	-10,779	Closed	-$149K	–	187
2023 Q4	$149K	Hold	10,779	–	–	0.09%	166
2023 Q3	$151K	Buy	+10,779	New	+$143K	0.09%	161

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 $39B AUM 18.55% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Key Client Fiduciary Advisors's ET Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 10,252 shares — an estimated $176K sold.

Key Client Fiduciary Advisors first reported a position in ET in Q3 2023 and held it in 8 quarters. The position peaked at $235K in Q4 2024. 1,261 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Key Client Fiduciary Advisors reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 10,252 Energy Transfer Partners shares in Q4 2025, an estimated $176K.
Key Client Fiduciary Advisors first reported a position in Energy Transfer Partners in Q3 2023 and held it in 8 quarters.
Key Client Fiduciary Advisors's Energy Transfer Partners position peaked at $235K in Q4 2024.
1,261 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.