Wellington Management Group
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Wellington Management Group’s Energy Transfer Partners ET Stock Holding History

Wellington Management Group’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
-924,000
Closed -$15.9M – 1967
2025
Q3 		$15.9M Hold
924,000
– – ﹤0.01% 1114
2025
Q2 		$16.8M Hold
924,000
– – ﹤0.01% 1030
2025
Q1 		$17.2M Buy
+924,000
New +$18M ﹤0.01% 1012
2023
Q4 		– Sell
-311,792
Closed -$4.37M – 1855
2023
Q3 		$4.37M Sell
311,792
-146,752
-32% -$1.95M ﹤0.01% 1307
2023
Q2 		$5.82M Sell
458,544
-59,044
-11% -$748K ﹤0.01% 1226
2023
Q1 		$6.45M Sell
517,588
-479,302
-48% -$6.06M ﹤0.01% 1215
2022
Q4 		$11.8M Buy
996,890
+10,017
+1% +$120K ﹤0.01% 1048
2022
Q3 		$10.9M Buy
986,873
+223,888
+29% +$2.49M ﹤0.01% 1081
2022
Q2 		$7.62M Sell
762,985
-166,718
-18% -$1.87M ﹤0.01% 1184
2022
Q1 		$10.4M Buy
929,703
+547,565
+143% +$5.43M ﹤0.01% 1189
2021
Q4 		$3.15M Buy
382,138
+286,653
+300% +$2.6M ﹤0.01% 1575
2021
Q3 		$915K Sell
95,485
-30,104
-24% -$289K ﹤0.01% 1804
2021
Q2 		$1.33M Buy
+125,589
New +$1.2M ﹤0.01% 1750
2020
Q1 		– Sell
-106,881
Closed -$1.37M – 1954
2019
Q4 		$1.37M Sell
106,881
-87,928
-45% -$1.08M ﹤0.01% 1633
2019
Q3 		$2.55M Buy
194,809
+21,107
+12% +$294K ﹤0.01% 1519
2019
Q2 		$2.45M Sell
173,702
-75,283
-30% -$1.11M ﹤0.01% 1571
2019
Q1 		$3.83M Buy
248,985
+39,053
+19% +$580K ﹤0.01% 1445
2018
Q4 		$2.77M Buy
+209,932
New +$3.19M ﹤0.01% 1545

Other funds holding ET

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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

Wellington Management Group's ET Position: Q4 2025 in Review

Wellington Management Group sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 924,000 shares — an estimated $15.9M sold.

Wellington Management Group first reported a position in ET in Q4 2018 and held it in 18 quarters. The position peaked at $17.2M in Q1 2025. 1,258 funds tracked by Wall St. Rank hold ET as of Q4 2025.

  • Wellington Management Group reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 924,000 Energy Transfer Partners shares in Q4 2025, an estimated $15.9M.
  • Wellington Management Group first reported a position in Energy Transfer Partners in Q4 2018 and held it in 18 quarters.
  • Wellington Management Group's Energy Transfer Partners position peaked at $17.2M in Q1 2025.
  • 1,258 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

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