AlphaCore Capital’s Energy Transfer Partners ET Stock Holding History

AlphaCore Capital’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	$224K	Sell	11,595 -5,746	-33%	-$105K	0.01%	807
2025 Q4	$286K	Buy	17,341 +2,791	+19%	+$46.5K	0.01%	825
2025 Q3	$250K	Buy	14,550 +934	+7%	+$16.4K	0.01%	638
2025 Q2	$247K	Buy	13,616 +3,473	+34%	+$60.6K	0.01%	532
2025 Q1	$189K	Sell	10,143 -2,121	-17%	-$41.3K	0.02%	452
2024 Q4	$240K	Buy	12,264 +2,090	+21%	+$37K	0.05%	193
2024 Q3	$163K	Hold	10,174	–	–	0.04%	202
2024 Q2	$165K	Buy	+10,174	New	+$160K	0.04%	186
2024 Q1	–	Sell	-6,308	Closed	-$87K	–	221
2023 Q4	$87K	Sell	6,308 -4,434	-41%	-$60.3K	0.01%	258
2023 Q3	$151K	Buy	10,742 +5,139	+92%	+$68.2K	0.02%	229
2023 Q2	$71.2K	Buy	5,603 +5,000	+829%	+$63.4K	0.01%	233
2023 Q1	$7.52K	Buy	+603	New	+$7.62K	﹤0.01%	206
2022 Q1	–	Sell	-13,906	Closed	-$114K	–	148
2021 Q4	$114K	Buy	+13,906	New	+$126K	0.05%	60
2020 Q2	–	Sell	-538	Closed	-$2K	–	152
2020 Q1	$2K	Buy	+538	New	+$5.73K	﹤0.01%	294

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

AlphaCore Capital's ET Position: Q1 2026 in Review

AlphaCore Capital reduced its Energy Transfer Partners (ET) stake by 33% in Q1 2026, selling an estimated $105K and leaving 11,595 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #807.

AlphaCore Capital first reported a position in ET in Q1 2020 and has held it in 14 quarters since. The position peaked at $286K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

AlphaCore Capital held 11,595 shares of Energy Transfer Partners worth $224K as of Q1 2026.
AlphaCore Capital sold 5,746 Energy Transfer Partners shares in Q1 2026, an estimated $105K.
Energy Transfer Partners made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #807 holding.
AlphaCore Capital first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 14 quarters since.
AlphaCore Capital's Energy Transfer Partners position peaked at $286K in Q4 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.