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Rise Advisors’s Energy Transfer Partners ET Stock Holding History

Rise Advisors’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
-1,705
Closed -$29.3K – 544
2025
Q3 		$29.3K Buy
1,705
+21
+1% +$368 0.01% 388
2025
Q2 		$30.5K Sell
1,684
-1,079
-39% -$18.8K 0.01% 341
2025
Q1 		$51.4K Buy
2,763
+44
+2% +$857 0.02% 223
2024
Q4 		$53.3K Sell
2,719
-90
-3% -$1.59K 0.03% 219
2024
Q3 		$45.1K Buy
2,809
+193
+7% +$3.1K 0.02% 258
2024
Q2 		$42.4K Buy
2,616
+51
+2% +$801 0.02% 264
2024
Q1 		$40.3K Buy
2,565
+587
+30% +$8.55K 0.02% 272
2023
Q4 		$27.3K Buy
1,978
+927
+88% +$12.6K 0.02% 220
2023
Q3 		$14.7K Buy
+1,051
New +$13.9K 0.01% 265
2023
Q2 		– Sell
-112
Closed -$1.4K – 715
2023
Q1 		$1.4K Buy
112
+2
+2% +$25 ﹤0.01% 615
2022
Q4 		$1.3K Buy
110
+3
+3% +$36 ﹤0.01% 623
2022
Q3 		$1K Buy
107
+2
+2% +$22 ﹤0.01% 624
2022
Q2 		$1K Buy
105
+2
+2% +$22 ﹤0.01% 630
2022
Q1 		$1K Buy
103
+1
+1% +$10 ﹤0.01% 597
2021
Q4 		$837 Buy
+102
New +$927 ﹤0.01% 607

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

Rise Advisors's ET Position: Q4 2025 in Review

Rise Advisors sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 1,705 shares — an estimated $29.3K sold.

Rise Advisors first reported a position in ET in Q4 2021 and held it in 15 quarters. The position peaked at $53.3K in Q4 2024. 1,261 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • Rise Advisors reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,705 Energy Transfer Partners shares in Q4 2025, an estimated $29.3K.
  • Rise Advisors first reported a position in Energy Transfer Partners in Q4 2021 and held it in 15 quarters.
  • Rise Advisors's Energy Transfer Partners position peaked at $53.3K in Q4 2024.
  • 1,261 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.