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Atlas Private Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Atlas Private 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 		$218K Buy
11,280
+194
+2% +$3.55K 0.05% 129
2025
Q4 		$183K Buy
11,086
+213
+2% +$3.55K 0.04% 133
2025
Q3 		$187K Sell
10,873
-12,055
-53% -$211K 0.05% 133
2025
Q2 		$416K Buy
22,928
+378
+2% +$6.6K 0.05% 131
2025
Q1 		$419K Buy
22,550
+328
+1% +$6.39K 0.06% 122
2024
Q4 		$435K Buy
22,222
+366
+2% +$6.48K 0.06% 109
2024
Q3 		$351K Buy
21,856
+386
+2% +$6.21K 0.05% 112
2024
Q2 		$348K Buy
21,470
+10,928
+104% +$172K 0.06% 111
2024
Q1 		$166K Sell
10,542
-10,133
-49% -$148K 0.06% 108
2023
Q4 		$285K Buy
20,675
+427
+2% +$5.8K 0.05% 125
2023
Q3 		$284K Buy
20,248
+429
+2% +$5.69K 0.05% 145
2023
Q2 		$252K Buy
+19,819
New +$251K 0.05% 157
2021
Q4 		– Sell
-9,086
Closed -$87K – 326
2021
Q3 		$87K Hold
9,086
– – 0.05% 183
2021
Q2 		$97K Buy
9,086
+3,000
+49% +$28.7K 0.05% 163
2021
Q1 		$47K Buy
6,086
+3,000
+97% +$21.9K 0.03% 238
2020
Q4 		$19K Hold
3,086
– – 0.01% 338
2020
Q3 		$17K Hold
3,086
– – 0.01% 332
2020
Q2 		$22K Buy
+3,086
New +$22.9K 0.02% 303

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

Atlas Private Wealth Advisors's ET Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its Energy Transfer Partners (ET) stake by 1.7% in Q1 2026, buying an estimated $3.55K and bringing the position to 11,280 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #129.

Atlas Private Wealth Advisors first reported a position in ET in Q2 2020 and has held it in 18 quarters since. The position peaked at $435K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Atlas Private Wealth Advisors held 11,280 shares of Energy Transfer Partners worth $218K as of Q1 2026.
  • Atlas Private Wealth Advisors bought 194 Energy Transfer Partners shares in Q1 2026, an estimated $3.55K.
  • Energy Transfer Partners made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #129 holding.
  • Atlas Private Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 18 quarters since.
  • Atlas Private Wealth Advisors's Energy Transfer Partners position peaked at $435K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.