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McCarthy Asset Management’s Energy Transfer Partners ET Stock Holding History

McCarthy Asset Management’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 		$175K Buy
10,620
+30
+0.3% +$499 0.09% 27
2025
Q3 		$182K Buy
10,590
+29
+0.3% +$508 0.12% 25
2025
Q2 		$191K Buy
10,561
+26
+0.2% +$454 0.13% 26
2025
Q1 		$196K Sell
10,535
-457
-4% -$8.9K 0.14% 24
2024
Q4 		$215K Sell
10,992
-457
-4% -$8.09K 0.15% 24
2024
Q3 		$184K Buy
11,449
+46
+0.4% +$740 0.11% 34
2024
Q2 		$185K Buy
11,403
+45
+0.4% +$707 0.11% 39
2024
Q1 		$179K Buy
+11,358
New +$165K 0.11% 39
2022
Q2 		– Sell
-2,000
Closed -$22K – 118
2022
Q1 		$22K Hold
2,000
– – 0.02% 131
2021
Q4 		$16K Buy
2,000
+890
+80% +$8.09K 0.01% 150
2021
Q3 		$11K Buy
1,110
+18
+2% +$173 0.01% 164
2021
Q2 		$12K Sell
1,092
-55
-5% -$527 0.01% 192
2021
Q1 		$9K Buy
+1,147
New +$8.38K 0.01% 184

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 23.41% 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

McCarthy Asset Management's ET Position: Q4 2025 in Review

McCarthy Asset Management increased its Energy Transfer Partners (ET) stake by 0.28% in Q4 2025, buying an estimated $499 and bringing the position to 10,620 shares worth $175K. The position accounts for 0.09% of the portfolio, ranked #27.

McCarthy Asset Management first reported a position in ET in Q1 2021 and has held it in 13 quarters since. The position peaked at $215K in Q4 2024. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • McCarthy Asset Management held 10,620 shares of Energy Transfer Partners worth $175K as of Q4 2025.
  • McCarthy Asset Management bought 30 Energy Transfer Partners shares in Q4 2025, an estimated $499.
  • Energy Transfer Partners made up 0.09% of McCarthy Asset Management's portfolio in Q4 2025, its #27 holding.
  • McCarthy Asset Management first reported a position in Energy Transfer Partners in Q1 2021 and has held it in 13 quarters since.
  • McCarthy Asset Management's Energy Transfer Partners position peaked at $215K in Q4 2024.
  • 1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.