Delos Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Delos Wealth 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	$827K	Sell	42,841 -19,202	-31%	-$352K	0.47%	39
2025 Q4	$1.02M	Buy	62,043 +13,129	+27%	+$219K	0.67%	34
2025 Q3	$839K	Hold	48,914	–	–	0.57%	35
2025 Q2	$887K	Hold	48,914	–	–	0.69%	34
2025 Q1	$909K	Hold	48,914	–	–	0.72%	34
2024 Q4	$958K	Buy	48,914 +14,836	+44%	+$263K	0.76%	33
2024 Q3	$547K	Buy	34,078 +554	+2%	+$8.91K	0.48%	38
2024 Q2	$544K	Hold	33,524	–	–	0.53%	37
2024 Q1	$527K	Hold	33,524	–	–	0.59%	36
2023 Q4	$463K	Buy	33,524 +11,248	+50%	+$153K	0.67%	29
2023 Q3	$300K	Hold	22,276	–	–	0.36%	38
2023 Q2	$283K	Hold	22,276	–	–	0.36%	36
2023 Q1	$278K	Hold	22,276	–	–	0.35%	38
2022 Q4	$264K	Buy	22,276 +8,413	+61%	+$101K	0.41%	34
2022 Q3	$153K	Hold	13,863	–	–	0.18%	40
2022 Q2	$138K	Hold	13,863	–	–	0.15%	46
2022 Q1	$155K	Hold	13,863	–	–	0.15%	52
2021 Q4	$114K	Buy	13,863 +6,618	+91%	+$60.1K	0.11%	47
2021 Q3	$69K	Hold	7,245	–	–	0.08%	52
2021 Q2	$77K	Buy	+7,245	New	+$69.4K	0.1%	50

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

Delos Wealth Advisors's ET Position: Q1 2026 in Review

Delos Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 31% in Q1 2026, selling an estimated $352K and leaving 42,841 shares worth $827K. The position accounts for 0.47% of the portfolio, ranked #39.

Delos Wealth Advisors first reported a position in ET in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.02M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Delos Wealth Advisors held 42,841 shares of Energy Transfer Partners worth $827K as of Q1 2026.
Delos Wealth Advisors sold 19,202 Energy Transfer Partners shares in Q1 2026, an estimated $352K.
Energy Transfer Partners made up 0.47% of Delos Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Delos Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2021 and has held it in 20 quarters since.
Delos Wealth Advisors's Energy Transfer Partners position peaked at $1.02M in Q4 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.