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

Concord 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 		– Sell
-8,124
Closed -$134K – 374
2025
Q4 		$134K Buy
8,124
+156
+2% +$2.6K 0.02% 227
2025
Q3 		$137K Buy
7,968
+149
+2% +$2.61K 0.02% 226
2025
Q2 		$142K Buy
7,819
+139
+2% +$2.43K 0.02% 238
2025
Q1 		$143K Sell
7,680
-4,608
-38% -$89.8K 0.02% 213
2024
Q4 		$241K Sell
12,288
-1,024
-8% -$18.1K 0.04% 190
2024
Q3 		$214K Buy
13,312
+1,171
+10% +$18.8K 0.04% 197
2024
Q2 		$197K Sell
12,141
-879
-7% -$13.8K 0.03% 196
2024
Q1 		$205K Buy
13,020
+110
+0.9% +$1.6K 0.04% 206
2023
Q4 		$178K Sell
12,910
-839
-6% -$11.4K 0.04% 211
2023
Q3 		$193K Buy
13,749
+189
+1% +$2.51K 0.04% 202
2023
Q2 		$172K Buy
13,560
+6,933
+105% +$87.9K 0.04% 208
2023
Q1 		$82.6K Buy
6,627
+23
+0.3% +$291 0.02% 275
2022
Q4 		$78.4K Buy
+6,604
New +$79.2K 0.02% 288
2022
Q3 		– Sell
-6,565
Closed -$66K – 454
2022
Q2 		$66K Buy
6,565
+17
+0.3% +$190 0.02% 322
2022
Q1 		$73K Buy
6,548
+15
+0.2% +$149 0.02% 361
2021
Q4 		$54K Buy
6,533
+901
+16% +$8.19K 0.01% 441
2021
Q3 		$54K Hold
5,632
– – 0.02% 200
2021
Q2 		$60K Hold
5,632
– – 0.02% 320
2021
Q1 		$43K Hold
5,632
– – 0.01% 363
2020
Q4 		$35K Buy
+5,632
New +$34.1K 0.03% 245

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AA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

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

Concord Wealth Partners sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 8,124 shares — an estimated $134K sold.

Concord Wealth Partners first reported a position in ET in Q4 2020 and held it in 20 quarters. The position peaked at $241K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Concord Wealth Partners reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 8,124 Energy Transfer Partners shares in Q1 2026, an estimated $134K.
  • Concord Wealth Partners first reported a position in Energy Transfer Partners in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Energy Transfer Partners position peaked at $241K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.