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Morningstar Investment Management’s Energy Transfer Partners ET Stock Holding History

Morningstar Investment 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
-68,223
Closed -$1.17M – 366
2025
Q3 		$1.17M Buy
68,223
+5,276
+8% +$92.5K 0.04% 320
2025
Q2 		$1.14M Buy
62,947
+3,610
+6% +$63K 0.1% 61
2025
Q1 		$1.1M Sell
59,337
-158,855
-73% -$3.09M 0.09% 51
2024
Q4 		$4.27M Sell
218,192
-80,034
-27% -$1.42M 0.34% 29
2024
Q3 		$4.94M Buy
298,226
+74,924
+34% +$1.21M 0.49% 29
2024
Q2 		$3.62M Sell
223,302
-27,331
-11% -$430K 0.38% 33
2024
Q1 		$3.94M Hold
250,633
– – 0.43% 29
2023
Q4 		$3.46M Hold
250,633
– – 0.4% 32
2023
Q3 		$3.52M Hold
250,633
– – 0.48% 26
2023
Q2 		$3.18M Sell
250,633
-22,497
-8% -$285K 0.42% 30
2023
Q1 		$3.41M Sell
273,130
-151,921
-36% -$1.92M 0.5% 28
2022
Q4 		$5.04M Sell
425,051
-29,961
-7% -$359K 0.85% 24
2022
Q3 		$5.02M Hold
455,012
– – 0.95% 22
2022
Q2 		$4.54M Sell
455,012
-196,157
-30% -$2.2M 0.86% 23
2022
Q1 		$7.29M Sell
651,169
-297,772
-31% -$2.95M 1.37% 22
2021
Q4 		$7.81M Sell
948,941
-6,915
-0.7% -$62.8K 1.18% 27
2021
Q3 		$9.16M Buy
955,856
+14,926
+2% +$143K 1.53% 20
2021
Q2 		$10M Buy
+940,930
New +$9.01M 1.12% 26

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morningstar Investment Management's ET Position: Q4 2025 in Review

Morningstar Investment Management sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 68,223 shares — an estimated $1.17M sold.

Morningstar Investment Management first reported a position in ET in Q2 2021 and held it in 18 quarters. The position peaked at $10M in Q2 2021. 1,257 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • Morningstar Investment Management reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 68,223 Energy Transfer Partners shares in Q4 2025, an estimated $1.17M.
  • Morningstar Investment Management first reported a position in Energy Transfer Partners in Q2 2021 and held it in 18 quarters.
  • Morningstar Investment Management's Energy Transfer Partners position peaked at $10M in Q2 2021.
  • 1,257 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.