Atomi Financial Group’s Energy Transfer Partners ET Stock Holding History

Atomi Financial Group’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	$392K	Buy	+20,295	New	+$372K	0.01%	821
2025 Q4	–	Sell	-12,904	Closed	-$221K	–	1232
2025 Q3	$221K	Sell	12,904 -31,625	-71%	-$554K	0.01%	1067
2025 Q2	$807K	Buy	44,529 +6,444	+17%	+$112K	0.03%	409
2025 Q1	$708K	Buy	38,085 +6,152	+19%	+$120K	0.03%	399
2024 Q4	$626K	Sell	31,933 -907	-3%	-$16.1K	0.03%	394
2024 Q3	$527K	Buy	32,840 +3,472	+12%	+$55.9K	0.03%	432
2024 Q2	$476K	Buy	29,368 +6,674	+29%	+$105K	0.04%	416
2024 Q1	$357K	Sell	22,694 -1,929	-8%	-$28.1K	0.03%	464
2023 Q4	$340K	Buy	24,623 +105	+0.4%	+$1.43K	0.05%	372
2023 Q3	$344K	Buy	+24,518	New	+$325K	0.11%	213

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Atomi Financial Group's ET Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Energy Transfer Partners (ET) in Q1 2026: 20,295 shares worth $392K. The stake represents 0.01% of the portfolio and ranks #821 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in ET as recently as Q3 2025.

Atomi Financial Group first reported a position in ET in Q3 2023 and has held it in 10 quarters since. The position peaked at $807K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Atomi Financial Group held 20,295 shares of Energy Transfer Partners worth $392K as of Q1 2026.
Energy Transfer Partners was a new Atomi Financial Group position in Q1 2026.
Energy Transfer Partners made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #821 holding.
Atomi Financial Group first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 10 quarters since.
Atomi Financial Group's Energy Transfer Partners position peaked at $807K in Q2 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.