Winthrop Advisory Group’s Energy Transfer Partners ET Stock Holding History

Winthrop Advisory 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	-14,985	Closed	-$257K	–	194
2025 Q3	$257K	Hold	14,985	–	–	0.02%	154
2025 Q2	$272K	Buy	14,985 +2,500	+20%	+$43.6K	0.03%	143
2025 Q1	$232K	Hold	12,485	–	–	0.03%	135
2024 Q4	$245K	Buy	+12,485	New	+$221K	0.03%	133

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

Winthrop Advisory Group's ET Position: Q4 2025 in Review

Winthrop Advisory Group sold out of Energy Transfer Partners (ET) in Q4 2025, closing a stake of 14,985 shares — an estimated $257K sold.

Winthrop Advisory Group first reported a position in ET in Q4 2024 and held it in 4 quarters. The position peaked at $272K in Q2 2025. 1,253 funds tracked by Wall St. Rank hold ET as of Q4 2025.

Winthrop Advisory Group reported no remaining Energy Transfer Partners position as of Q4 2025 after selling out during the quarter.
Winthrop Advisory Group sold 14,985 Energy Transfer Partners shares in Q4 2025, an estimated $257K.
Winthrop Advisory Group first reported a position in Energy Transfer Partners in Q4 2024 and held it in 4 quarters.
Winthrop Advisory Group's Energy Transfer Partners position peaked at $272K in Q2 2025.
1,253 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on Winthrop Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.