Nicolet Advisory Services’s Energy Transfer Partners ET Stock Holding History

Nicolet Advisory 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	$234K	Sell	13,630 -372	-3%	-$6.19K	0.02%	377
2025 Q3	$233K	Sell	14,002 -2,499	-15%	-$43.8K	0.02%	361
2025 Q2	$294K	Sell	16,501 -4,140	-20%	-$72.2K	0.03%	311
2025 Q1	$328K	Sell	20,641 -4,311	-17%	-$84K	0.03%	259
2024 Q4	$485K	Buy	24,952 +5,052	+25%	+$89.5K	0.04%	204
2024 Q3	$325K	Buy	19,900 +238	+1%	+$3.83K	0.03%	274
2024 Q2	$320K	Buy	19,662 +2,198	+13%	+$34.5K	0.03%	265
2024 Q1	$275K	Buy	17,464 +5,730	+49%	+$83.5K	0.03%	283
2023 Q4	$164K	Buy	11,734 +470	+4%	+$6.39K	0.02%	310
2023 Q3	$150K	Sell	11,264 -21	-0.2%	-$279	0.02%	305
2023 Q2	$144K	Buy	+11,285	New	+$143K	0.02%	300

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

Nicolet Advisory Services's ET Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Energy Transfer Partners (ET) stake by 2.7% in Q4 2025, selling an estimated $6.19K and leaving 13,630 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #377.

Nicolet Advisory Services first reported a position in ET in Q2 2023 and has held it in 11 quarters since. The position peaked at $485K in Q4 2024. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Nicolet Advisory Services held 13,630 shares of Energy Transfer Partners worth $234K as of Q4 2025.
Nicolet Advisory Services sold 372 Energy Transfer Partners shares in Q4 2025, an estimated $6.19K.
Energy Transfer Partners made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #377 holding.
Nicolet Advisory Services first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 11 quarters since.
Nicolet Advisory Services's Energy Transfer Partners position peaked at $485K in Q4 2024.
1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.