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Duncan Williams Asset Management’s Energy Transfer Partners ET Stock Holding History

Duncan Williams Asset 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
-10,738
Closed -$197K – 162
2025
Q4 		$197K Buy
10,738
+200
+2% +$3.33K 0.05% 165
2025
Q3 		$181K Buy
+10,538
New +$185K 0.05% 161

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AA
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Duncan Williams Asset Management's ET Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 10,738 shares — an estimated $197K sold.

Duncan Williams Asset Management first reported a position in ET in Q3 2025 and held it in 2 quarters. The position peaked at $197K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 10,738 Energy Transfer Partners shares in Q1 2026, an estimated $197K.
  • Duncan Williams Asset Management first reported a position in Energy Transfer Partners in Q3 2025 and held it in 2 quarters.
  • Duncan Williams Asset Management's Energy Transfer Partners position peaked at $197K in Q4 2025.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.