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Beacon Pointe Advisors’s Energy Transfer Partners ET Stock Holding History

Beacon Pointe 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 		$37.1M Buy
1,922,976
+257,872
+15% +$4.72M 0.2% 117
2025
Q4 		$27.5M Sell
1,665,104
-138,402
-8% -$2.3M 0.19% 116
2025
Q3 		$30.9M Buy
1,803,506
+618,040
+52% +$10.8M 0.26% 85
2025
Q2 		$21.5M Sell
1,185,466
-625,613
-35% -$10.9M 0.22% 104
2025
Q1 		$33.7M Buy
1,811,079
+503,889
+39% +$9.82M 0.38% 51
2024
Q4 		$25.6M Buy
1,307,190
+185,345
+17% +$3.28M 0.28% 76
2024
Q3 		$18M Buy
1,121,845
+124,223
+12% +$2M 0.21% 116
2024
Q2 		$16.2M Sell
997,622
-859,056
-46% -$13.5M 0.19% 118
2024
Q1 		$29.2M Buy
1,856,678
+1,055,080
+132% +$15.4M 0.32% 65
2023
Q4 		$11.1M Buy
801,598
+255,627
+47% +$3.47M 0.13% 156
2023
Q3 		$7.66M Buy
545,971
+222,225
+69% +$2.95M 0.1% 193
2023
Q2 		$4.11M Sell
323,746
-2,109
-0.6% -$26.7K 0.07% 243
2023
Q1 		$4.06M Buy
325,855
+1,943
+0.6% +$24.6K 0.07% 251
2022
Q4 		$3.84M Buy
323,912
+31,737
+11% +$381K 0.07% 239
2022
Q3 		$3.22M Sell
292,175
-6,328
-2% -$70.5K 0.07% 229
2022
Q2 		$2.98M Sell
298,503
-2,788
-0.9% -$31.2K 0.06% 260
2022
Q1 		$3.37M Buy
301,291
+47,636
+19% +$472K 0.05% 330
2021
Q4 		$2.09M Sell
253,655
-49,972
-16% -$454K 0.05% 253
2021
Q3 		$2.91M Buy
303,627
+228,738
+305% +$2.2M 0.07% 231
2021
Q2 		$796K Buy
+74,889
New +$717K 0.03% 379
2021
Q1 		– Sell
-16,607
Closed -$103K – 546
2020
Q4 		$103K Buy
+16,607
New +$100K 0.01% 494

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

Beacon Pointe Advisors's ET Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Energy Transfer Partners (ET) stake by 15% in Q1 2026, buying an estimated $4.72M and bringing the position to 1,922,976 shares worth $37.1M. The position accounts for 0.2% of the portfolio, ranked #117.

Beacon Pointe 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.

  • Beacon Pointe Advisors held 1,922,976 shares of Energy Transfer Partners worth $37.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 257,872 Energy Transfer Partners shares in Q1 2026, an estimated $4.72M.
  • Energy Transfer Partners made up 0.2% of Beacon Pointe Advisors's portfolio in Q1 2026, its #117 holding.
  • Beacon Pointe 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 Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.