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Acumen Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Acumen Wealth 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
2026
Q1 		– Sell
-8,140
Closed -$134K – 494
2025
Q4 		$134K Buy
+8,140
New +$135K 0.04% 88

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AA
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Acumen Wealth Advisors's ET Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 8,140 shares — an estimated $134K sold.

Acumen Wealth Advisors first reported a position in ET in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Acumen Wealth Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Acumen Wealth Advisors sold 8,140 Energy Transfer Partners shares in Q1 2026, an estimated $134K.
  • Acumen Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2025 and held it in 1 quarter.
  • Acumen Wealth Advisors's Energy Transfer Partners position peaked at $134K in Q4 2025.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.