Claro Advisors’s Energy Transfer Partners ET Stock Holding History

Claro Advisors’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	$1.15M	Hold	59,814	–	–	0.14%	134
2025 Q4	$986K	Buy	59,814 +785	+1%	+$13.1K	0.13%	136
2025 Q3	$1.01M	Buy	59,029 +288	+0.5%	+$5.05K	0.15%	125
2025 Q2	$1.06M	Buy	+58,741	New	+$1.03M	0.18%	110
2019 Q1	–	Sell	-193	Closed	-$3K	–	395
2018 Q4	$3K	Buy	+193	New	+$2.93K	﹤0.01%	857

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

Claro Advisors's ET Position: Q1 2026 in Review

Claro Advisors held its Energy Transfer Partners (ET) position steady in Q1 2026 at 59,814 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #134.

Claro Advisors first reported a position in ET in Q4 2018 and has held it in 5 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Claro Advisors held 59,814 shares of Energy Transfer Partners worth $1.15M as of Q1 2026.
Claro Advisors left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.14% of Claro Advisors's portfolio in Q1 2026, its #134 holding.
Claro Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 5 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.