BIP Wealth’s Energy Transfer Partners ET Stock Holding History

BIP Wealth’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	$524K	Sell	27,173 -1,935	-7%	-$35.4K	0.02%	287
2025 Q4	$480K	Sell	29,108 -4,160	-13%	-$69.2K	0.02%	308
2025 Q3	$571K	Sell	33,268 -1,061	-3%	-$18.6K	0.03%	173
2025 Q2	$622K	Buy	34,329 +10,607	+45%	+$185K	0.04%	135
2025 Q1	$441K	Sell	23,722 -183	-0.8%	-$3.56K	0.03%	164
2024 Q4	$468K	Buy	+23,905	New	+$423K	0.03%	157

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

BIP Wealth's ET Position: Q1 2026 in Review

BIP Wealth reduced its Energy Transfer Partners (ET) stake by 6.6% in Q1 2026, selling an estimated $35.4K and leaving 27,173 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #287.

BIP Wealth first reported a position in ET in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

BIP Wealth held 27,173 shares of Energy Transfer Partners worth $524K as of Q1 2026.
BIP Wealth sold 1,935 Energy Transfer Partners shares in Q1 2026, an estimated $35.4K.
Energy Transfer Partners made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #287 holding.
BIP Wealth first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 6 quarters since.
BIP Wealth's Energy Transfer Partners position peaked at $622K in Q2 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.