CIBC Private Wealth Group’s Energy Transfer Partners ET Stock Holding History

CIBC Private Wealth 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
2025 Q4	$253M	Buy	15,366,720 +28,105	+0.2%	+$468K	0.43%	64
2025 Q3	$263M	Buy	15,338,615 +23,749	+0.2%	+$416K	0.45%	63
2025 Q2	$278M	Buy	15,314,866 +333,434	+2%	+$5.82M	0.5%	60
2025 Q1	$234M	Buy	14,981,432 +1,463,098	+11%	+$28.5M	0.5%	58
2024 Q4	$267M	Buy	13,518,334 +20,096	+0.1%	+$356K	0.48%	57
2024 Q3	$217M	Buy	13,498,238 +135,792	+1%	+$2.18M	0.39%	72
2024 Q2	$215M	Buy	13,362,446 +327,223	+3%	+$5.14M	0.4%	67
2024 Q1	$205M	Sell	13,035,223 -707,221	-5%	-$10.3M	0.4%	72
2023 Q4	$190M	Buy	13,742,444 +429,639	+3%	+$5.84M	0.4%	72
2023 Q3	$187M	Sell	13,312,805 -3,243,007	-20%	-$43M	0.44%	64
2023 Q2	$210M	Sell	16,555,812 -240,334	-1%	-$3.05M	0.46%	62
2023 Q1	$284M	Sell	16,796,146 -767,663	-4%	-$9.7M	0.63%	41
2022 Q4	$207M	Sell	17,563,809 -602,469	-3%	-$7.23M	0.7%	51
2022 Q3	$200M	Buy	18,166,278 +35,789	+0.2%	+$399K	0.54%	59
2022 Q2	$181M	Sell	18,130,489 -636,037	-3%	-$7.12M	0.47%	62
2022 Q1	$210M	Sell	18,766,526 -3,091,007	-14%	-$30.6M	0.46%	62
2021 Q4	$180M	Buy	21,857,533 +4,878,514	+29%	+$44.3M	0.37%	75
2021 Q3	$163M	Buy	16,979,019 +111,376	+0.7%	+$1.07M	0.38%	71
2021 Q2	$179M	Sell	16,867,643 -2,882,445	-15%	-$27.6M	0.41%	67
2021 Q1	$152M	Sell	19,750,088 -1,448,739	-7%	-$10.6M	0.38%	67
2020 Q4	$131M	Buy	21,198,827 +287,689	+1%	+$1.74M	0.35%	73
2020 Q3	$113M	Sell	20,911,138 -1,411,365	-6%	-$8.96M	0.35%	75
2020 Q2	$159M	Sell	22,322,503 -296,468	-1%	-$2.2M	0.77%	40
2020 Q1	$104M	Sell	22,618,971 -14,997,067	-40%	-$160M	0.45%	62
2019 Q4	$483M	Sell	37,616,038 -4,478,345	-11%	-$55.2M	1.57%	8
2019 Q3	$551M	Buy	42,094,383 +677,637	+2%	+$9.45M	1.94%	4
2019 Q2	$583M	Buy	41,416,746 +813,260	+2%	+$12M	2.05%	4
2019 Q1	$624M	Buy	40,603,486 +1,419,573	+4%	+$21.1M	2.41%	4
2018 Q4	$518M	Buy	39,183,913 +27,638,475	+239%	+$420M	2.31%	4
2018 Q3	$201M	Sell	11,545,438 -3,708,632	-24%	-$65.9M	0.76%	30
2018 Q2	$263M	Sell	15,254,070 -2,130,886	-12%	-$35M	1.07%	13
2018 Q1	$247M	Buy	17,384,956 +3,925,896	+29%	+$65.3M	1.07%	16
2017 Q4	$232M	Buy	13,459,060 +169,026	+1%	+$2.88M	0.99%	18
2017 Q3	$231M	Buy	13,290,034 +1,060,430	+9%	+$18.6M	1.05%	15
2017 Q2	$220M	Sell	12,229,604 -1,087,847	-8%	-$19.4M	1.38%	13
2017 Q1	$263M	Buy	13,317,451 +1,892,220	+17%	+$35.6M	1.65%	8
2016 Q4	$221M	Buy	11,425,231 +1,441,309	+14%	+$24M	1.46%	10
2016 Q3	$168M	Sell	9,983,922 -602,813	-6%	-$10.2M	1.16%	19
2016 Q2	$152M	Buy	10,586,735 +1,163,796	+12%	+$13.9M	1.11%	21
2016 Q1	$67.2M	Sell	9,422,939 -3,089,107	-25%	-$24.2M	0.52%	69
2015 Q4	$172M	Buy	12,512,046 +3,423,663	+38%	+$64M	1.35%	12
2015 Q3	$189M	Sell	9,088,383 -1,265,527	-12%	-$35.7M	1.56%	7
2015 Q2	$332M	Sell	10,353,910 -12,416	-0.1%	-$416K	2.42%	3
2015 Q1	$328M	Buy	10,366,326 +275,674	+3%	+$8.17M	2.43%	4
2014 Q4	$290M	Sell	10,090,652 -681,184	-6%	-$19.6M	2.22%	4
2014 Q3	$332M	Buy	10,771,836 +302,902	+3%	+$8.89M	2.61%	2
2014 Q2	$309M	Buy	10,468,934 +86,452	+0.8%	+$2.19M	2.5%	4
2014 Q1	$249M	Buy	+10,382,482	New	+$224M	2.11%	3

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

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

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

TCA

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

EIP

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

CIBC Private Wealth Group's ET Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Energy Transfer Partners (ET) stake by 0.18% in Q4 2025, buying an estimated $468K and bringing the position to 15,366,720 shares worth $253M. The position accounts for 0.43% of the portfolio, ranked #64.

CIBC Private Wealth Group first reported a position in ET in Q1 2014 and has held it in 48 quarters since. The position peaked at $624M in Q1 2019. 1,258 funds tracked by Wall St. Rank hold ET as of Q4 2025.

CIBC Private Wealth Group held 15,366,720 shares of Energy Transfer Partners worth $253M as of Q4 2025.
CIBC Private Wealth Group bought 28,105 Energy Transfer Partners shares in Q4 2025, an estimated $468K.
Energy Transfer Partners made up 0.43% of CIBC Private Wealth Group's portfolio in Q4 2025, its #64 holding.
CIBC Private Wealth Group first reported a position in Energy Transfer Partners in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's Energy Transfer Partners position peaked at $624M in Q1 2019.
1,258 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.