Berkshire Asset Management’s Energy Transfer Partners ET Stock Holding History

Berkshire Asset Management’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	$414K	Sell	21,471 -9,620	-31%	-$176K	0.02%	192
2025 Q4	$513K	Buy	31,091 +126	+0.4%	+$2.1K	0.02%	172
2025 Q3	$531K	Sell	30,965 -2,037	-6%	-$35.7K	0.02%	188
2025 Q2	$598K	Buy	33,002 +41	+0.1%	+$715	0.03%	170
2025 Q1	$573K	Sell	32,961 -25,883	-44%	-$504K	0.03%	174
2024 Q4	$1.24M	Sell	58,844 -1,657	-3%	-$29.3K	0.06%	133
2024 Q3	$981K	Hold	60,501	–	–	0.05%	138
2024 Q2	$981K	Buy	60,501 +26,172	+76%	+$411K	0.05%	139
2024 Q1	$540K	Hold	34,329	–	–	0.03%	154
2023 Q4	$474K	Hold	34,329	–	–	0.03%	160
2023 Q3	$482K	Sell	34,329 -250	-0.7%	-$3.32K	0.03%	149
2023 Q2	$439K	Hold	34,579	–	–	0.03%	156
2023 Q1	$431K	Hold	34,579	–	–	0.03%	151
2022 Q4	$410K	Buy	34,579 +10,000	+41%	+$120K	0.03%	120
2022 Q3	$271K	Sell	24,579 -116	-0.5%	-$1.29K	0.02%	178
2022 Q2	$246K	Buy	24,695 +116	+0.5%	+$1.3K	0.02%	201
2022 Q1	$275K	Hold	24,579	–	–	0.02%	182
2021 Q4	$202K	Hold	24,579	–	–	0.01%	234
2021 Q3	$235K	Hold	24,579	–	–	0.02%	218
2021 Q2	$261K	Hold	24,579	–	–	0.02%	204
2021 Q1	$189K	Hold	24,579	–	–	0.01%	222
2020 Q4	$152K	Hold	24,579	–	–	0.01%	215
2020 Q3	$133K	Buy	24,579 +9,733	+66%	+$61.8K	0.01%	165
2020 Q2	$106K	Hold	14,846	–	–	0.01%	164
2020 Q1	$68K	Hold	14,846	–	–	0.01%	198
2019 Q4	$190K	Buy	+14,846	New	+$183K	0.02%	196
2019 Q3	–	Sell	-14,846	Closed	-$209K	–	216
2019 Q2	$209K	Buy	14,846 +825	+6%	+$12.2K	0.02%	200
2019 Q1	$215K	Hold	14,021	–	–	0.02%	212
2018 Q4	$185K	Buy	14,021 +1,585	+13%	+$24.1K	0.02%	205
2018 Q3	$217K	Hold	12,436	–	–	0.02%	213
2018 Q2	$215K	Sell	12,436 -2,508	-17%	-$41.2K	0.02%	203
2018 Q1	$212K	Hold	14,944	–	–	0.02%	199
2017 Q4	$258K	Hold	14,944	–	–	0.03%	180
2017 Q3	$260K	Hold	14,944	–	–	0.03%	168
2017 Q2	$268K	Hold	14,944	–	–	0.03%	170
2017 Q1	$295K	Buy	+14,944	New	+$281K	0.04%	160
2016 Q2	–	Sell	-14,944	Closed	-$107K	–	175
2016 Q1	$107K	Buy	+14,944	New	+$117K	0.02%	156
2015 Q3	–	Sell	-8,508	Closed	-$273K	–	155
2015 Q2	$273K	Sell	8,508 -436	-5%	-$14.6K	0.05%	140
2015 Q1	$283K	Buy	8,944 +436	+5%	+$12.9K	0.05%	139
2014 Q4	$244K	Hold	8,508	–	–	0.04%	152
2014 Q3	$262K	Hold	8,508	–	–	0.05%	146
2014 Q2	$251K	Buy	+8,508	New	+$215K	0.05%	147

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

Berkshire Asset Management's ET Position: Q1 2026 in Review

Berkshire Asset Management reduced its Energy Transfer Partners (ET) stake by 31% in Q1 2026, selling an estimated $176K and leaving 21,471 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #192.

Berkshire Asset Management first reported a position in ET in Q2 2014 and has held it in 42 quarters since. The position peaked at $1.24M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Berkshire Asset Management held 21,471 shares of Energy Transfer Partners worth $414K as of Q1 2026.
Berkshire Asset Management sold 9,620 Energy Transfer Partners shares in Q1 2026, an estimated $176K.
Energy Transfer Partners made up 0.02% of Berkshire Asset Management's portfolio in Q1 2026, its #192 holding.
Berkshire Asset Management first reported a position in Energy Transfer Partners in Q2 2014 and has held it in 42 quarters since.
Berkshire Asset Management's Energy Transfer Partners position peaked at $1.24M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.