Madrona Financial Services’s Energy Transfer Partners ET Stock Holding History

Madrona Financial Services’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	-11,274	Closed	-$193K	–	131
2025 Q3	$193K	Hold	11,274	–	–	0.04%	117
2025 Q2	$204K	Sell	11,274 -1,536	-12%	-$26.8K	0.05%	109
2025 Q1	$238K	Hold	12,810	–	–	0.07%	95
2024 Q4	$251K	Buy	+12,810	New	+$227K	0.07%	94

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $6.22B AUM 18.97% 1-Year Est. Return

Madrona Financial Services's ET Position: Q4 2025 in Review

Madrona Financial Services sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 11,274 shares — an estimated $193K sold.

Madrona Financial Services first reported a position in ET in Q4 2024 and held it in 4 quarters. The position peaked at $251K in Q4 2024. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Madrona Financial Services reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Madrona Financial Services sold 11,274 Energy Transfer Partners shares in Q4 2025, an estimated $193K.
Madrona Financial Services first reported a position in Energy Transfer Partners in Q4 2024 and held it in 4 quarters.
Madrona Financial Services's Energy Transfer Partners position peaked at $251K in Q4 2024.
1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Madrona Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.