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

Arete 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 		$1.45M Buy
75,004
+34,836
+87% +$638K 0.11% 186
2025
Q4 		$663K Buy
40,168
+1,515
+4% +$25.2K 0.04% 370
2025
Q3 		$663K Sell
38,653
-173
-0.4% -$3.03K 0.04% 366
2025
Q2 		$704K Buy
38,826
+855
+2% +$14.9K 0.05% 322
2025
Q1 		$706K Sell
37,971
-568
-1% -$11.1K 0.05% 306
2024
Q4 		$755K Buy
38,539
+4,486
+13% +$79.4K 0.05% 310
2024
Q3 		$546K Sell
34,053
-6,354
-16% -$102K 0.05% 356
2024
Q2 		$655K Sell
40,407
-6,718
-14% -$106K 0.05% 333
2024
Q1 		$741K Buy
47,125
+3,333
+8% +$48.5K 0.07% 252
2023
Q4 		$605K Buy
+43,792
New +$595K 0.05% 358
2023
Q3 		– Sell
-59,737
Closed -$759K – 558
2023
Q2 		$759K Buy
59,737
+23,089
+63% +$293K 0.07% 270
2023
Q1 		$457K Buy
36,648
+1,777
+5% +$22.5K 0.04% 370
2022
Q4 		$414M Buy
34,871
+23,939
+219% +$287K 0.04% 366
2022
Q3 		$121K Buy
+10,932
New +$122K 0.01% 535
2022
Q2 		– Sell
-20,436
Closed -$229K – 486
2022
Q1 		$229K Buy
20,436
+743
+4% +$7.37K 0.02% 445
2021
Q4 		$167K Buy
19,693
+4,221
+27% +$38.4K 0.01% 485
2021
Q3 		$151K Hold
15,472
– – 0.02% 404
2021
Q2 		$165K Buy
15,472
+2,000
+15% +$19.2K 0.02% 345
2021
Q1 		$104K Sell
13,472
-1,763
-12% -$12.9K 0.01% 409
2020
Q4 		$93K Buy
15,235
+1,263
+9% +$7.64K 0.01% 396
2020
Q3 		$77K Sell
13,972
-510
-4% -$3.24K 0.01% 376
2020
Q2 		$103K Hold
14,482
– – 0.02% 362
2020
Q1 		$67K Buy
+14,482
New +$154K 0.01% 331
2019
Q4 		– Sell
-12,901
Closed -$169K – 397
2019
Q3 		$169K Buy
+12,901
New +$180K 0.03% 387
2019
Q2 		– Sell
-13,197
Closed -$203K – 401
2019
Q1 		$203K Buy
13,197
+433
+3% +$6.43K 0.04% 362
2018
Q4 		$169K Buy
+12,764
New +$194K 0.04% 343

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 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $6.22B AUM 18.97% 1-Year Est. Return

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

Arete Wealth Advisors increased its Energy Transfer Partners (ET) stake by 87% in Q1 2026, buying an estimated $638K and bringing the position to 75,004 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #186.

Arete Wealth Advisors first reported a position in ET in Q4 2018 and has held it in 26 quarters since. The position peaked at $414M in Q4 2022. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Arete Wealth Advisors held 75,004 shares of Energy Transfer Partners worth $1.45M as of Q1 2026.
  • Arete Wealth Advisors bought 34,836 Energy Transfer Partners shares in Q1 2026, an estimated $638K.
  • Energy Transfer Partners made up 0.11% of Arete Wealth Advisors's portfolio in Q1 2026, its #186 holding.
  • Arete Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 26 quarters since.
  • Arete Wealth Advisors's Energy Transfer Partners position peaked at $414M in Q4 2022.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.