Cerity Partners’s Energy Transfer Partners ET Stock Holding History

Cerity 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	$13.5K	Buy	+700	New	+$12.8K	﹤0.01%	3200

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

Cerity Partners's ET Position: Q1 2026 in Review

Cerity Partners increased its Energy Transfer Partners (ET) stake by 14% in Q1 2026, buying an estimated $786K and bringing the position to 344,676 shares worth $6.65M. The position accounts for 0.01% of the portfolio, ranked #886.

Cerity Partners first reported a position in ET in Q1 2017 and has held it in 31 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Cerity Partners held 344,676 shares of Energy Transfer Partners worth $6.65M as of Q1 2026.
Cerity Partners bought 42,917 Energy Transfer Partners shares in Q1 2026, an estimated $786K.
Energy Transfer Partners made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #886 holding.
Cerity Partners first reported a position in Energy Transfer Partners in Q1 2017 and has held it in 31 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.