Cascade Investment Group’s Energy Transfer Partners ET Stock Holding History

Cascade Investment Group’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	$1.75M	Sell	90,704 -1,480	-2%	-$27.1K	1.15%	18
2025 Q4	$1.52M	Buy	92,184 +3,084	+3%	+$51.3K	1.01%	26
2025 Q3	$1.53M	Sell	89,100 -515	-0.6%	-$9.03K	1.01%	26
2025 Q2	$1.62M	Buy	89,615 +665	+0.7%	+$11.6K	1.13%	23
2025 Q1	$1.65M	Sell	88,950 -2,025	-2%	-$39.5K	1.27%	18
2024 Q4	$1.78M	Sell	90,975 -1,186	-1%	-$21K	1.27%	18
2024 Q3	$1.48M	Sell	92,161 -675	-0.7%	-$10.9K	1.08%	22
2024 Q2	$1.51M	Buy	92,836 +3,050	+3%	+$47.9K	1.18%	22
2024 Q1	$1.41M	Buy	89,786 +2,425	+3%	+$35.3K	1.06%	22
2023 Q4	$1.21M	Buy	87,361 +4,750	+6%	+$64.6K	0.97%	28
2023 Q3	$1.16M	Buy	82,611 +17,650	+27%	+$234K	1.09%	28
2023 Q2	$825K	Buy	64,961 +19,300	+42%	+$245K	0.75%	38
2023 Q1	$569K	Buy	45,661 +7,500	+20%	+$94.8K	0.56%	49
2022 Q4	$453K	Buy	+38,161	New	+$458K	0.47%	64

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 Investment Group's ET Position: Q1 2026 in Review

Cascade Investment Group reduced its Energy Transfer Partners (ET) stake by 1.6% in Q1 2026, selling an estimated $27.1K and leaving 90,704 shares worth $1.75M. The position accounts for 1.15% of the portfolio, ranked #18.

Cascade Investment Group first reported a position in ET in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Cascade Investment Group held 90,704 shares of Energy Transfer Partners worth $1.75M as of Q1 2026.
Cascade Investment Group sold 1,480 Energy Transfer Partners shares in Q1 2026, an estimated $27.1K.
Energy Transfer Partners made up 1.15% of Cascade Investment Group's portfolio in Q1 2026, its #18 holding.
Cascade Investment Group first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Energy Transfer Partners position peaked at $1.78M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.