MWM
ET icon

MinichMacGregor Wealth Management’s Energy Transfer Partners ET Stock Holding History

MinichMacGregor Wealth 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 		– Sell
-13,824
Closed -$237K – 141
2025
Q3 		$237K Buy
+13,824
New +$242K 0.05% 126
2023
Q1 		– Sell
-2,775
Closed -$32.9K – 255
2022
Q4 		$32.9K Buy
+2,775
New +$33.3K 0.01% 229

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

MinichMacGregor Wealth Management's ET Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 13,824 shares — an estimated $237K sold.

MinichMacGregor Wealth Management first reported a position in ET in Q4 2022 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • MinichMacGregor Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 13,824 Energy Transfer Partners shares in Q4 2025, an estimated $237K.
  • MinichMacGregor Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Energy Transfer Partners position peaked at $237K in Q3 2025.
  • 1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.