Consilium Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

Consilium Wealth Advisory’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	$309K	Hold	16,000	–	–	0.11%	87
2025 Q4	$264K	Hold	16,000	–	–	0.1%	86
2025 Q3	$275K	Hold	16,000	–	–	0.11%	84
2025 Q2	$290K	Hold	16,000	–	–	0.12%	83
2025 Q1	$297K	Hold	16,000	–	–	0.15%	75
2024 Q4	$313K	Hold	16,000	–	–	0.15%	75
2024 Q3	$257K	Hold	16,000	–	–	0.14%	75
2024 Q2	$260K	Hold	16,000	–	–	0.14%	78
2024 Q1	$252K	Hold	16,000	–	–	0.14%	78
2023 Q4	$221K	Hold	16,000	–	–	0.13%	82
2023 Q3	$224K	Hold	16,000	–	–	0.16%	79
2023 Q2	$203K	Hold	16,000	–	–	0.14%	80
2023 Q1	$200K	Hold	16,000	–	–	0.17%	75
2022 Q4	$190K	Hold	16,000	–	–	0.16%	75
2022 Q3	$176K	Hold	16,000	–	–	0.2%	67
2022 Q2	$160K	Hold	16,000	–	–	0.17%	71
2022 Q1	$179K	Hold	16,000	–	–	0.13%	83
2021 Q4	$132K	Buy	+16,000	New	+$145K	0.09%	87

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Consilium Wealth Advisory's ET Position: Q1 2026 in Review

Consilium Wealth Advisory held its Energy Transfer Partners (ET) position steady in Q1 2026 at 16,000 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #87.

Consilium Wealth Advisory first reported a position in ET in Q4 2021 and has held it in 18 quarters since. The position peaked at $313K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Consilium Wealth Advisory held 16,000 shares of Energy Transfer Partners worth $309K as of Q1 2026.
Consilium Wealth Advisory left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.11% of Consilium Wealth Advisory's portfolio in Q1 2026, its #87 holding.
Consilium Wealth Advisory first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's Energy Transfer Partners position peaked at $313K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.