EFS
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Essex Financial Services’s Energy Transfer Partners ET Stock Holding History

Essex Financial Services’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 		$707K Sell
36,629
-1,356
-4% -$24.8K 0.04% 358
2025
Q4 		$626K Sell
37,985
-29
-0.1% -$483 0.04% 389
2025
Q3 		$652K Sell
38,014
-161
-0.4% -$2.82K 0.04% 360
2025
Q2 		$692K Sell
38,175
-1,971
-5% -$34.4K 0.05% 343
2025
Q1 		$746K Sell
40,146
-500
-1% -$9.74K 0.05% 297
2024
Q4 		$796K Sell
40,646
-3,174
-7% -$56.2K 0.06% 284
2024
Q3 		$718K Buy
43,820
+31
+0.1% +$499 0.05% 307
2024
Q2 		$712K Buy
43,789
+10,220
+30% +$161K 0.05% 299
2024
Q1 		$528K Buy
33,569
+708
+2% +$10.3K 0.05% 314
2023
Q4 		$453K Buy
32,861
+1,533
+5% +$20.8K 0.05% 323
2023
Q3 		$440K Buy
31,328
+3,923
+14% +$52K 0.05% 303
2023
Q2 		$348K Buy
27,405
+38
+0.1% +$482 0.04% 340
2023
Q1 		$341K Buy
27,367
+1,835
+7% +$23.2K 0.04% 354
2022
Q4 		$303K Sell
25,532
-83
-0.3% -$996 0.03% 355
2022
Q3 		$283K Buy
25,615
+28
+0.1% +$312 0.03% 350
2022
Q2 		$255K Buy
25,587
+26
+0.1% +$291 0.03% 400
2022
Q1 		$286K Buy
25,561
+10,023
+65% +$99.4K 0.03% 386
2021
Q4 		$128K Buy
15,538
+23
+0.1% +$209 0.01% 490
2021
Q3 		$149K Buy
15,515
+1,193
+8% +$11.5K 0.02% 453
2021
Q2 		$110K Hold
14,322
– – 0.02% 460
2021
Q1 		$110K Sell
14,322
-5,635
-28% -$41.1K 0.02% 350
2020
Q4 		$123K Sell
19,957
-4,791
-19% -$29K 0.02% 320
2020
Q3 		$134K Sell
24,748
-6,298
-20% -$40K 0.03% 276
2020
Q2 		$221K Buy
+31,046
New +$230K 0.07% 231
2015
Q4 		– Sell
-11,933
Closed -$248K – 325
2015
Q3 		$248K Sell
11,933
-3,563
-23% -$101K 0.06% 262
2015
Q2 		$497K Buy
15,496
+18
+0.1% +$603 0.13% 179
2015
Q1 		$490K Buy
15,478
+2,018
+15% +$59.8K 0.13% 185
2014
Q4 		$386K Buy
13,460
+1,384
+11% +$39.9K 0.1% 205
2014
Q3 		$373K Buy
+12,076
New +$355K 0.11% 195

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

Essex Financial Services's ET Position: Q1 2026 in Review

Essex Financial Services reduced its Energy Transfer Partners (ET) stake by 3.6% in Q1 2026, selling an estimated $24.8K and leaving 36,629 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #358.

Essex Financial Services first reported a position in ET in Q3 2014 and has held it in 29 quarters since. The position peaked at $796K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Essex Financial Services held 36,629 shares of Energy Transfer Partners worth $707K as of Q1 2026.
  • Essex Financial Services sold 1,356 Energy Transfer Partners shares in Q1 2026, an estimated $24.8K.
  • Energy Transfer Partners made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #358 holding.
  • Essex Financial Services first reported a position in Energy Transfer Partners in Q3 2014 and has held it in 29 quarters since.
  • Essex Financial Services's Energy Transfer Partners position peaked at $796K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.