AE Wealth Management’s Energy Transfer Partners ET Stock Holding History

AE Wealth Management’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	$2.14M	Buy	110,976 +7,586	+7%	+$139K	0.01%	629
2025 Q4	$1.7M	Buy	103,390 +2,384	+2%	+$39.7K	0.01%	654
2025 Q3	$1.73M	Buy	101,006 +7,218	+8%	+$127K	0.01%	607
2025 Q2	$1.7M	Sell	93,788 -7,911	-8%	-$138K	0.01%	569
2025 Q1	$1.89M	Buy	101,699 +11,439	+13%	+$223K	0.02%	542
2024 Q4	$1.77M	Buy	90,260 +3,652	+4%	+$64.7K	0.02%	558
2024 Q3	$1.39M	Sell	86,608 -2,624	-3%	-$42.2K	0.01%	633
2024 Q2	$1.45M	Buy	89,232 +16,445	+23%	+$258K	0.01%	610
2024 Q1	$1.14M	Sell	72,787 -172,675	-70%	-$2.52M	0.01%	626
2023 Q4	$3.55M	Buy	245,462 +98,710	+67%	+$1.34M	0.02%	705
2023 Q3	$2.06M	Buy	146,752 +21,980	+18%	+$292K	0.01%	843
2023 Q2	$1.58M	Buy	124,772 +6,023	+5%	+$76.3K	0.01%	912
2023 Q1	$1.48M	Buy	118,749 +22,500	+23%	+$284K	0.01%	902
2022 Q4	$1.14M	Sell	96,249 -66,915	-41%	-$803K	0.01%	933
2022 Q3	$1.8M	Buy	163,164 +18,050	+12%	+$201K	0.01%	735
2022 Q2	$1.45M	Sell	145,114 -117,734	-45%	-$1.32M	0.01%	774
2022 Q1	$2.94M	Buy	262,848 +97,359	+59%	+$965K	0.02%	592
2021 Q4	$1.36M	Buy	165,489 +16,472	+11%	+$150K	0.01%	821
2021 Q3	$1.43M	Buy	149,017 +8,393	+6%	+$80.6K	0.01%	762
2021 Q2	$1.5M	Buy	140,624 +16,814	+14%	+$161K	0.01%	719
2021 Q1	$951K	Sell	123,810 -3,596	-3%	-$26.3K	0.01%	788
2020 Q4	$787K	Buy	127,406 +23,413	+23%	+$142K	0.01%	790
2020 Q3	$564K	Sell	103,993 -36,758	-26%	-$233K	0.01%	842
2020 Q2	$1M	Sell	140,751 -14,256	-9%	-$106K	0.02%	617
2020 Q1	$713K	Buy	155,007 +4,533	+3%	+$48.3K	0.02%	570
2019 Q4	$1.93M	Buy	150,474 +29,552	+24%	+$364K	0.04%	351
2019 Q3	$1.58M	Sell	120,922 -32,831	-21%	-$458K	0.05%	326
2019 Q2	$2.17M	Buy	153,753 +120,402	+361%	+$1.78M	0.07%	228
2019 Q1	$513K	Sell	33,351 -1,656	-5%	-$24.6K	0.04%	334
2018 Q4	$462K	Buy	35,007 +23,193	+196%	+$352K	0.08%	261
2018 Q3	$206K	Buy	11,814 +1,463	+14%	+$26K	0.01%	556
2018 Q2	$179K	Buy	+10,351	New	+$170K	0.01%	428

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

AE Wealth Management's ET Position: Q1 2026 in Review

AE Wealth Management increased its Energy Transfer Partners (ET) stake by 7.3% in Q1 2026, buying an estimated $139K and bringing the position to 110,976 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #629.

AE Wealth Management first reported a position in ET in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.55M in Q4 2023. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

AE Wealth Management held 110,976 shares of Energy Transfer Partners worth $2.14M as of Q1 2026.
AE Wealth Management bought 7,586 Energy Transfer Partners shares in Q1 2026, an estimated $139K.
Energy Transfer Partners made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #629 holding.
AE Wealth Management first reported a position in Energy Transfer Partners in Q2 2018 and has held it in 32 quarters since.
AE Wealth Management's Energy Transfer Partners position peaked at $3.55M in Q4 2023.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.