CGA
ET icon

Crescent Grove Advisors’s Energy Transfer Partners ET Stock Holding History

Crescent Grove 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 		$4.17M Buy
216,186
+16,193
+8% +$297K 0.4% 60
2025
Q4 		$3.3M Sell
199,993
-175,481
-47% -$2.92M 0.31% 68
2025
Q3 		$6.44M Buy
375,474
+58,585
+18% +$1.03M 0.61% 38
2025
Q2 		$5.75M Buy
316,889
+102,230
+48% +$1.78M 0.56% 41
2025
Q1 		$3.99M Sell
214,659
-153,382
-42% -$2.99M 0.42% 51
2024
Q4 		$7.21M Buy
368,041
+6,279
+2% +$111K 0.71% 34
2024
Q3 		$5.81M Buy
361,762
+16,856
+5% +$271K 0.59% 35
2024
Q2 		$5.59M Buy
344,906
+6,858
+2% +$108K 0.61% 35
2024
Q1 		$5.32M Buy
338,048
+15,144
+5% +$221K 0.55% 36
2023
Q4 		$4.46M Buy
322,904
+117,596
+57% +$1.6M 0.5% 42
2023
Q3 		$2.88M Sell
205,308
-59,100
-22% -$784K 0.36% 48
2023
Q2 		$3.36M Sell
264,408
-1,264
-0.5% -$16K 0.36% 53
2023
Q1 		$3.31M Buy
265,672
+56,161
+27% +$710K 0.38% 46
2022
Q4 		$2.49M Buy
209,511
+45,160
+27% +$542K 0.26% 60
2022
Q3 		$1.81M Sell
164,351
-17,887
-10% -$199K 0.21% 61
2022
Q2 		$1.82M Buy
182,238
+42,698
+31% +$478K 0.19% 61
2022
Q1 		$1.02M Buy
139,540
+120,882
+648% +$1.2M 0.1% 109
2021
Q4 		$154K Hold
18,658
– – 0.01% 286
2021
Q3 		$179K Hold
18,658
– – 0.02% 256
2021
Q2 		$198K Hold
18,658
– – 0.02% 254
2021
Q1 		$143K Hold
18,658
– – 0.02% 206
2020
Q4 		$115K Sell
18,658
-10,000
-35% -$60.5K 0.02% 182
2020
Q3 		$155K Buy
28,658
+1,000
+4% +$6.35K 0.03% 163
2020
Q2 		$197K Hold
27,658
– – 0.04% 144
2020
Q1 		$127K Buy
27,658
+1,560
+6% +$16.6K 0.03% 132
2019
Q4 		$335K Sell
26,098
-2,560
-9% -$31.5K 0.06% 123
2019
Q3 		$375K Hold
28,658
– – 0.07% 100
2019
Q2 		$404K Hold
28,658
– – 0.08% 97
2019
Q1 		$440K Buy
28,658
+6,070
+27% +$90.2K 0.09% 95
2018
Q4 		$298K Buy
+22,588
New +$343K 0.06% 118

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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

Crescent Grove Advisors's ET Position: Q1 2026 in Review

Crescent Grove Advisors increased its Energy Transfer Partners (ET) stake by 8.1% in Q1 2026, buying an estimated $297K and bringing the position to 216,186 shares worth $4.17M. The position accounts for 0.4% of the portfolio, ranked #60.

Crescent Grove Advisors first reported a position in ET in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.21M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Crescent Grove Advisors held 216,186 shares of Energy Transfer Partners worth $4.17M as of Q1 2026.
  • Crescent Grove Advisors bought 16,193 Energy Transfer Partners shares in Q1 2026, an estimated $297K.
  • Energy Transfer Partners made up 0.4% of Crescent Grove Advisors's portfolio in Q1 2026, its #60 holding.
  • Crescent Grove Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 30 quarters since.
  • Crescent Grove Advisors's Energy Transfer Partners position peaked at $7.21M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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