Clearstead Advisors’s Energy Transfer Partners ET Stock Holding History

Clearstead 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
2025 Q4	–	Hold	0	–	-$230K	–	2905
2025 Q3	–	Sell	-11,255	Closed	-$197K	–	848
2025 Q2	$242K	Buy	+11,255	New	+$196K	﹤0.01%	839
2025 Q1	–	Hold	0	–	–	–	759
2024 Q4	–	Sell	-13,266	Closed	-$235K	–	771
2024 Q3	$213K	Buy	13,266 +25	+0.2%	+$402	﹤0.01%	840
2024 Q2	$215K	Buy	+13,241	New	+$208K	﹤0.01%	800
2024 Q1	–	Hold	0	–	–	–	837

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

Clearstead Advisors's ET Position: Q1 2026 in Review

Clearstead Advisors increased its Energy Transfer Partners (ET) stake by 0.33% in Q1 2026, buying an estimated $916 and bringing the position to 15,079 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Clearstead Advisors first reported a position in ET in Q1 2019 and has held it in 10 quarters since. The position peaked at $395K in Q1 2019. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Clearstead Advisors held 15,079 shares of Energy Transfer Partners worth $291K as of Q1 2026.
Clearstead Advisors bought 50 Energy Transfer Partners shares in Q1 2026, an estimated $916.
Energy Transfer Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #875 holding.
Clearstead Advisors first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 10 quarters since.
Clearstead Advisors's Energy Transfer Partners position peaked at $395K in Q1 2019.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.