Cherry Tree Wealth Management’s Energy Transfer Partners ET Stock Holding History

Cherry Tree Wealth Management’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	$42.7K	Hold	2,211	–	–	0.01%	283
2025 Q4	$36.5K	Hold	2,211	–	–	0.01%	301
2025 Q3	$37.9K	Hold	2,211	–	–	0.01%	279
2025 Q2	$40.1K	Hold	2,211	–	–	0.01%	273
2025 Q1	$41.1K	Hold	2,211	–	–	0.01%	271
2024 Q4	$43.3K	Hold	2,211	–	–	0.01%	264
2024 Q3	$35.5K	Hold	2,211	–	–	0.01%	284
2024 Q2	$35.9K	Hold	2,211	–	–	0.01%	281
2024 Q1	$34.8K	Hold	2,211	–	–	0.01%	275
2023 Q4	$30.5K	Hold	2,211	–	–	0.01%	278
2023 Q3	$31K	Hold	2,211	–	–	0.01%	259
2023 Q2	$28.1K	Buy	+2,211	New	+$28K	0.01%	266

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Cherry Tree Wealth Management's ET Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 2,211 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #283.

Cherry Tree Wealth Management first reported a position in ET in Q2 2023 and has held it in 12 quarters since. The position peaked at $43.3K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Cherry Tree Wealth Management held 2,211 shares of Energy Transfer Partners worth $42.7K as of Q1 2026.
Cherry Tree Wealth Management left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #283 holding.
Cherry Tree Wealth Management first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Energy Transfer Partners position peaked at $43.3K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.