Dakota Wealth Management’s Energy Transfer Partners ET Stock Holding History

Dakota Wealth Management’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	-15,371	Closed	-$253K	–	788
2025 Q4	$253K	Sell	15,371 -1,104	-7%	-$18.4K	﹤0.01%	689
2025 Q3	$283K	Buy	16,475 +5,000	+44%	+$87.6K	0.01%	568
2025 Q2	$208K	Buy	+11,475	New	+$200K	﹤0.01%	722

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Dakota Wealth Management's ET Position: Q1 2026 in Review

Dakota Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 15,371 shares — an estimated $253K sold.

Dakota Wealth Management first reported a position in ET in Q2 2025 and held it in 3 quarters. The position peaked at $283K in Q3 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Dakota Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 15,371 Energy Transfer Partners shares in Q1 2026, an estimated $253K.
Dakota Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and held it in 3 quarters.
Dakota Wealth Management's Energy Transfer Partners position peaked at $283K in Q3 2025.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.