CFM Wealth Partners’s Energy Transfer Partners ET Stock Holding History

CFM Wealth 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	$3.64M	Hold	188,858	–	–	0.55%	44
2025 Q4	$3.11M	Hold	188,858	–	–	0.45%	47
2025 Q3	$3.24M	Hold	188,858	–	–	0.47%	45
2025 Q2	$3.42M	Sell	188,858 -4,292	-2%	-$74.9K	0.54%	43
2025 Q1	$3.59M	Buy	193,150 +12,666	+7%	+$247K	0.63%	42
2024 Q4	$3.54M	Sell	180,484 -5,687	-3%	-$101K	0.6%	43
2024 Q3	$2.99M	Hold	186,171	–	–	0.52%	47
2024 Q2	$3.02M	Buy	186,171 +49	+0%	+$770	0.55%	45
2024 Q1	$2.93M	Buy	186,122 +24,373	+15%	+$355K	0.59%	46
2023 Q4	$2.23M	Buy	+161,749	New	+$2.2M	0.5%	50
2023 Q3	–	Sell	-161,749	Closed	-$2.05M	–	146
2023 Q2	$2.05M	Buy	+161,749	New	+$2.05M	0.5%	54
2023 Q1	–	Sell	-159,444	Closed	-$1.89M	–	160
2022 Q4	$1.89M	Buy	+159,444	New	+$1.91M	0.57%	50
2022 Q3	–	Sell	-160,510	Closed	-$1.6M	–	159
2022 Q2	$1.6M	Buy	160,510 +2,000	+1%	+$22.4K	0.48%	53
2022 Q1	$1.77M	Hold	158,510	–	–	0.42%	64
2021 Q4	$1.38M	Sell	158,510 -641	-0.4%	-$5.83K	0.31%	69
2021 Q3	$1.52M	Buy	+159,151	New	+$1.53M	0.38%	58

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

CFM Wealth Partners's ET Position: Q1 2026 in Review

CFM Wealth Partners held its Energy Transfer Partners (ET) position steady in Q1 2026 at 188,858 shares worth $3.64M. The position accounts for 0.55% of the portfolio, ranked #44.

CFM Wealth Partners first reported a position in ET in Q3 2021 and has held it in 16 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

CFM Wealth Partners held 188,858 shares of Energy Transfer Partners worth $3.64M as of Q1 2026.
CFM Wealth Partners left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.55% of CFM Wealth Partners's portfolio in Q1 2026, its #44 holding.
CFM Wealth Partners first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 16 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.