Allium Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Allium Financial 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	$230K	Buy	11,933 +156	+1%	+$2.86K	0.18%	73
2025 Q4	$194K	Buy	11,777 +171	+1%	+$2.85K	0.15%	78
2025 Q3	$199K	Buy	+11,606	New	+$203K	0.16%	80

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

Allium Financial Advisors's ET Position: Q1 2026 in Review

Allium Financial Advisors increased its Energy Transfer Partners (ET) stake by 1.3% in Q1 2026, buying an estimated $2.86K and bringing the position to 11,933 shares worth $230K. The position accounts for 0.18% of the portfolio, ranked #73.

Allium Financial Advisors first reported a position in ET in Q3 2025 and has held it in 3 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Allium Financial Advisors held 11,933 shares of Energy Transfer Partners worth $230K as of Q1 2026.
Allium Financial Advisors bought 156 Energy Transfer Partners shares in Q1 2026, an estimated $2.86K.
Energy Transfer Partners made up 0.18% of Allium Financial Advisors's portfolio in Q1 2026, its #73 holding.
Allium Financial Advisors first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 3 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.