BigSur Wealth Management’s Energy Transfer Partners ET Stock Holding History

BigSur Wealth 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	–	Sell	-30,000	Closed	-$495K	–	167
2025 Q4	$495K	Hold	30,000	–	–	0.12%	118
2025 Q3	$515K	Hold	30,000	–	–	0.13%	119
2025 Q2	$544K	Hold	30,000	–	–	0.14%	116
2025 Q1	$558K	Hold	30,000	–	–	0.15%	112
2024 Q4	$588K	Hold	30,000	–	–	0.17%	107
2024 Q3	$482K	Hold	30,000	–	–	0.13%	120
2024 Q2	$487K	Sell	30,000 -4,000	-12%	-$62.9K	0.15%	115
2024 Q1	$535K	Hold	34,000	–	–	0.17%	104
2023 Q4	$469K	Hold	34,000	–	–	0.22%	84
2023 Q3	$477K	Sell	34,000 -1	-0%	-$13	0.24%	81
2023 Q2	$432K	Sell	34,001 -4,000	-11%	-$50.7K	0.21%	86
2023 Q1	$474K	Buy	38,001 +1	+0%	+$13	0.22%	86
2022 Q4	$451K	Sell	38,000 -13,000	-25%	-$156K	0.22%	86
2022 Q3	$563K	Hold	51,000	–	–	0.28%	75
2022 Q2	$509K	Buy	51,000 +3,000	+6%	+$33.6K	0.24%	82
2022 Q1	$537K	Hold	48,000	–	–	0.21%	87
2021 Q4	$395K	Buy	+48,000	New	+$436K	0.15%	95

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

BigSur Wealth Management's ET Position: Q1 2026 in Review

BigSur Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 30,000 shares — an estimated $495K sold.

BigSur Wealth Management first reported a position in ET in Q4 2021 and held it in 17 quarters. The position peaked at $588K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

BigSur Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
BigSur Wealth Management sold 30,000 Energy Transfer Partners shares in Q1 2026, an estimated $495K.
BigSur Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and held it in 17 quarters.
BigSur Wealth Management's Energy Transfer Partners position peaked at $588K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on BigSur Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.