Cascade Financial Partners’s Energy Transfer Partners ET Stock Holding History

Cascade Financial Partners’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	$1.39M	Buy	72,085 +10,330	+17%	+$189K	0.14%	99
2025 Q4	$1.02M	Buy	61,755 +13,700	+29%	+$228K	0.1%	116
2025 Q3	$825K	Buy	48,055 +1,580	+3%	+$27.7K	0.09%	131
2025 Q2	$843K	Buy	46,475 +2,623	+6%	+$45.8K	0.1%	123
2025 Q1	$815K	Buy	43,852 +118	+0.3%	+$2.3K	0.1%	116
2024 Q4	$857K	Buy	43,734 +1,017	+2%	+$18K	0.11%	108
2024 Q3	$700K	Hold	42,717	–	–	0.09%	123
2024 Q2	$693K	Hold	42,717	–	–	0.09%	119
2024 Q1	$659K	Buy	+42,717	New	+$622K	0.09%	121

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

Cascade Financial Partners's ET Position: Q1 2026 in Review

Cascade Financial Partners increased its Energy Transfer Partners (ET) stake by 17% in Q1 2026, buying an estimated $189K and bringing the position to 72,085 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #99.

Cascade Financial Partners first reported a position in ET in Q1 2024 and has held it in 9 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Cascade Financial Partners held 72,085 shares of Energy Transfer Partners worth $1.39M as of Q1 2026.
Cascade Financial Partners bought 10,330 Energy Transfer Partners shares in Q1 2026, an estimated $189K.
Energy Transfer Partners made up 0.14% of Cascade Financial Partners's portfolio in Q1 2026, its #99 holding.
Cascade Financial Partners first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 9 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.