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American Institute for Advanced Investment Management’s Energy Transfer Partners ET Stock Holding History

American Institute for Advanced Investment 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 		– Sell
-12,989
Closed -$214K – 154
2025
Q4 		$214K Sell
12,989
-12,113
-48% -$202K 0.14% 147
2025
Q3 		$431K Sell
25,102
-1,149
-4% -$20.1K 0.28% 90
2025
Q2 		$476K Sell
26,251
-808
-3% -$14.1K 0.34% 80
2025
Q1 		$503K Sell
27,059
-3,095
-10% -$60.3K 0.38% 73
2024
Q4 		$591K Sell
30,154
-1,648
-5% -$29.2K 0.44% 68
2024
Q3 		$510K Buy
31,802
+2,961
+10% +$47.6K 0.37% 72
2024
Q2 		$468K Buy
28,841
+1,502
+5% +$23.6K 0.36% 72
2024
Q1 		$430K Buy
27,339
+2,351
+9% +$34.2K 0.34% 80
2023
Q4 		$345K Buy
24,988
+888
+4% +$12.1K 0.3% 85
2023
Q3 		$361K Sell
24,100
-500
-2% -$6.63K 0.33% 79
2023
Q2 		$312K Buy
24,600
+1,900
+8% +$24.1K 0.27% 88
2023
Q1 		$263K Buy
+22,700
New +$287K 0.28% 86

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

American Institute for Advanced Investment Management's ET Position: Q1 2026 in Review

American Institute for Advanced Investment Management sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 12,989 shares — an estimated $214K sold.

American Institute for Advanced Investment Management first reported a position in ET in Q1 2023 and held it in 12 quarters. The position peaked at $591K in Q4 2024. 1,296 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • American Institute for Advanced Investment Management reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 12,989 Energy Transfer Partners shares in Q1 2026, an estimated $214K.
  • American Institute for Advanced Investment Management first reported a position in Energy Transfer Partners in Q1 2023 and held it in 12 quarters.
  • American Institute for Advanced Investment Management's Energy Transfer Partners position peaked at $591K in Q4 2024.
  • 1,296 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.