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AssuredPartners Investment Advisors’s Energy Transfer Partners ET Stock Holding History

AssuredPartners Investment 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 		$390K Sell
20,584
-1,313
-6% -$24K 0.04% 294
2025
Q4 		$361K Buy
+21,897
New +$364K 0.05% 250
2025
Q2 		– Sell
-14,096
Closed -$262K – 276
2025
Q1 		$262K Buy
14,096
+235
+2% +$4.58K 0.05% 283
2024
Q4 		$272K Buy
+13,861
New +$245K 0.05% 285

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

AssuredPartners Investment Advisors's ET Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Energy Transfer Partners (ET) stake by 6% in Q1 2026, selling an estimated $24K and leaving 20,584 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #294.

AssuredPartners Investment Advisors first reported a position in ET in Q4 2024 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • AssuredPartners Investment Advisors held 20,584 shares of Energy Transfer Partners worth $390K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 1,313 Energy Transfer Partners shares in Q1 2026, an estimated $24K.
  • Energy Transfer Partners made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #294 holding.
  • AssuredPartners Investment Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.