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

Arkadios 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 		$2.97M Buy
153,677
+25,085
+20% +$459K 0.05% 388
2025
Q4 		$2.12M Buy
128,592
+3,709
+3% +$61.7K 0.04% 429
2025
Q3 		$2.14M Buy
124,883
+287
+0.2% +$5.03K 0.05% 378
2025
Q2 		$2.26M Buy
124,596
+3,053
+3% +$53.3K 0.07% 315
2025
Q1 		$2.26M Buy
121,543
+11,717
+11% +$228K 0.09% 263
2024
Q4 		$2.15M Sell
109,826
-3,520
-3% -$62.3K 0.12% 172
2024
Q3 		$1.82M Sell
113,346
-66
-0.1% -$1.06K 0.1% 200
2024
Q2 		$1.84M Buy
113,412
+86,596
+323% +$1.36M 0.12% 177
2024
Q1 		$422K Sell
26,816
-1,434
-5% -$20.9K 0.03% 428
2023
Q4 		$390K Buy
28,250
+903
+3% +$12.3K 0.03% 441
2023
Q3 		$384K Buy
27,347
+1,026
+4% +$13.6K 0.04% 412
2023
Q2 		$334K Sell
26,321
-157
-0.6% -$1.99K 0.04% 414
2023
Q1 		$330K Sell
26,478
-9,555
-27% -$121K 0.04% 405
2022
Q4 		$428K Buy
36,033
+2
+0% +$24 0.06% 315
2022
Q3 		$397K Buy
36,031
+3,208
+10% +$35.7K 0.06% 317
2022
Q2 		$328K Buy
32,823
+22,500
+218% +$252K 0.05% 375
2022
Q1 		$116K Buy
+10,323
New +$102K 0.02% 544
2021
Q4 		– Sell
-640
Closed -$6K – 928
2021
Q3 		$6K Sell
640
-5,032
-89% -$48.3K ﹤0.01% 1554
2021
Q2 		$60K Buy
5,672
+700
+14% +$6.71K 0.01% 861
2021
Q1 		$38K Buy
4,972
+1,070
+27% +$7.81K 0.01% 767
2020
Q4 		$24K Buy
+3,902
New +$23.6K 0.01% 703

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

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

Arkadios Wealth Advisors increased its Energy Transfer Partners (ET) stake by 20% in Q1 2026, buying an estimated $459K and bringing the position to 153,677 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #388.

Arkadios Wealth Advisors first reported a position in ET in Q4 2020 and has held it in 21 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Arkadios Wealth Advisors held 153,677 shares of Energy Transfer Partners worth $2.97M as of Q1 2026.
  • Arkadios Wealth Advisors bought 25,085 Energy Transfer Partners shares in Q1 2026, an estimated $459K.
  • Energy Transfer Partners made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #388 holding.
  • Arkadios Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 21 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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