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Evergreen Capital Management’s Energy Transfer Partners ET Stock Holding History

Evergreen Capital 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 		$16.6M Sell
862,598
-15,159
-2% -$278K 0.36% 62
2025
Q4 		$14.5M Buy
877,757
+19,030
+2% +$317K 0.32% 73
2025
Q3 		$14.7M Sell
858,727
-40,449
-4% -$709K 0.35% 69
2025
Q2 		$16.3M Buy
899,176
+2,621
+0.3% +$45.7K 0.49% 48
2025
Q1 		$16.7M Sell
896,555
-65,032
-7% -$1.27M 0.56% 38
2024
Q4 		$18.8M Sell
961,587
-519
-0.1% -$9.19K 0.61% 31
2024
Q3 		$15.4M Buy
962,106
+4,124
+0.4% +$66.4K 0.52% 44
2024
Q2 		$15.5M Sell
957,982
-17,148
-2% -$269K 0.56% 42
2024
Q1 		$15.3M Buy
975,130
+22,118
+2% +$322K 0.58% 38
2023
Q4 		$13.2M Sell
953,012
-5,371
-0.6% -$73K 0.54% 40
2023
Q3 		$13.4M Sell
958,383
-8,348
-0.9% -$111K 0.59% 30
2023
Q2 		$12.3M Sell
966,731
-3,515
-0.4% -$44.5K 0.51% 45
2023
Q1 		$12.1M Buy
970,246
+4,794
+0.5% +$60.6K 0.54% 42
2022
Q4 		$11.5M Sell
965,452
-26,945
-3% -$323K 0.54% 47
2022
Q3 		$10.9M Sell
992,397
-27,230
-3% -$303K 0.57% 46
2022
Q2 		$10.2M Sell
1,019,627
-36,402
-3% -$408K 0.53% 53
2022
Q1 		$11.8M Sell
1,056,029
-207,154
-16% -$2.05M 0.48% 57
2021
Q4 		$10.4M Buy
1,263,183
+695,415
+122% +$6.32M 0.42% 66
2021
Q3 		$5.44M Buy
567,768
+50,400
+10% +$484K 0.25% 110
2021
Q2 		$5.5M Sell
517,368
-14,863
-3% -$142K 0.26% 99
2021
Q1 		$4.09M Sell
532,231
-309,385
-37% -$2.26M 0.21% 120
2020
Q4 		$5.2M Sell
841,616
-140,805
-14% -$852K 0.3% 90
2020
Q3 		$5.33M Sell
982,421
-31,253
-3% -$198K 0.37% 75
2020
Q2 		$7.22M Sell
1,013,674
-26,313
-3% -$195K 0.55% 47
2020
Q1 		$4.78M Buy
1,039,987
+90,421
+10% +$963K 0.45% 58
2019
Q4 		$12.2M Buy
949,566
+70,756
+8% +$872K 1.01% 19
2019
Q3 		$11.5M Buy
878,810
+82,174
+10% +$1.15M 1.07% 18
2019
Q2 		$11.2M Buy
796,636
+23,463
+3% +$347K 1.07% 17
2019
Q1 		$11.9M Buy
773,173
+28,986
+4% +$431K 1.19% 16
2018
Q4 		$9.83M Buy
744,187
+666,537
+858% +$10.1M 1.03% 21
2018
Q3 		$1.35M Sell
77,650
-5,800
-7% -$103K 0.12% 135
2018
Q2 		$1.44M Buy
83,450
+7,275
+10% +$119K 0.14% 126
2018
Q1 		$1.08M Hold
76,175
– – 0.1% 137
2017
Q4 		$1.31M Buy
76,175
+32,875
+76% +$560K 0.13% 122
2017
Q3 		$753K Buy
+43,300
New +$758K 0.09% 135
2014
Q3 		– Sell
-8,440
Closed -$249K – 105
2014
Q2 		$249K Buy
+8,440
New +$213K 0.05% 97

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

Evergreen Capital Management's ET Position: Q1 2026 in Review

Evergreen Capital Management reduced its Energy Transfer Partners (ET) stake by 1.7% in Q1 2026, selling an estimated $278K and leaving 862,598 shares worth $16.6M. The position accounts for 0.36% of the portfolio, ranked #62.

Evergreen Capital Management first reported a position in ET in Q2 2014 and has held it in 36 quarters since. The position peaked at $18.8M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Evergreen Capital Management held 862,598 shares of Energy Transfer Partners worth $16.6M as of Q1 2026.
  • Evergreen Capital Management sold 15,159 Energy Transfer Partners shares in Q1 2026, an estimated $278K.
  • Energy Transfer Partners made up 0.36% of Evergreen Capital Management's portfolio in Q1 2026, its #62 holding.
  • Evergreen Capital Management first reported a position in Energy Transfer Partners in Q2 2014 and has held it in 36 quarters since.
  • Evergreen Capital Management's Energy Transfer Partners position peaked at $18.8M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.