Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Energy Transfer Partners ET Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.47M Buy
283,200
+40,385
+17% +$739K 0.01% 781
2025
Q4 		$4M Buy
242,815
+47,282
+24% +$787K 0.01% 867
2025
Q3 		$3.35M Buy
195,533
+50,145
+34% +$879K 0.01% 877
2025
Q2 		$2.64M Buy
145,388
+9,399
+7% +$164K 0.01% 845
2025
Q1 		$2.53M Sell
135,989
-5,735
-4% -$112K 0.01% 756
2024
Q4 		$2.78M Buy
141,724
+43,288
+44% +$767K 0.01% 662
2024
Q3 		$1.58M Buy
98,436
+37,136
+61% +$597K 0.01% 804
2024
Q2 		$994K Buy
61,300
+13,248
+28% +$208K ﹤0.01% 890
2024
Q1 		$756K Buy
48,052
+2,921
+6% +$42.5K ﹤0.01% 969
2023
Q4 		$623K Sell
45,131
-16,853
-27% -$229K ﹤0.01% 982
2023
Q3 		$870K Sell
61,984
-155,831
-72% -$2.07M 0.01% 798
2023
Q2 		$2.77M Sell
217,815
-24,334
-10% -$308K 0.02% 460
2023
Q1 		$3.02M Buy
242,149
+158,128
+188% +$2M 0.02% 415
2022
Q4 		$997K Buy
84,021
+67,439
+407% +$809K 0.01% 619
2022
Q3 		$183K Sell
16,582
-32,756
-66% -$365K ﹤0.01% 1091
2022
Q2 		$492K Buy
49,338
+39,066
+380% +$438K ﹤0.01% 738
2022
Q1 		$115K Buy
10,272
+5,988
+140% +$59.4K ﹤0.01% 1271
2021
Q4 		$35K Buy
+4,284
New +$38.9K ﹤0.01% 1718
2021
Q2 		$58K Hold
5,489
– – ﹤0.01% 1333
2021
Q1 		$58K Hold
5,489
– – ﹤0.01% 1333
2020
Q4 		$58K Hold
5,489
– – ﹤0.01% 1333
2020
Q3 		$58K Hold
5,489
– – ﹤0.01% 1333
2020
Q2 		$58K Hold
5,489
– – ﹤0.01% 1333
2020
Q1 		$58K Hold
5,489
– – ﹤0.01% 1333
2019
Q4 		$58K Hold
5,489
– – ﹤0.01% 1333
2019
Q3 		$58K Hold
5,489
– – ﹤0.01% 1333
2019
Q2 		$58K Hold
5,489
– – ﹤0.01% 1333
2019
Q1 		$58K Buy
5,489
+2,581
+89% +$38.4K ﹤0.01% 1333
2018
Q4 		$38K Buy
+2,908
New +$44.2K ﹤0.01% 949

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $786B AUM 40.34% 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 $6.36B AUM 17.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ET Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Energy Transfer Partners (ET) stake by 17% in Q1 2026, buying an estimated $739K and bringing the position to 283,200 shares worth $5.47M. The position accounts for 0.01% of the portfolio, ranked #781.

Carson Wealth (CWM LLC) first reported a position in ET in Q4 2018 and has held it in 29 quarters since. 1,296 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Carson Wealth (CWM LLC) held 283,200 shares of Energy Transfer Partners worth $5.47M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40,385 Energy Transfer Partners shares in Q1 2026, an estimated $739K.
  • Energy Transfer Partners made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #781 holding.
  • Carson Wealth (CWM LLC) first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 29 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.