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

Evermay 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	$35.6K	Hold	1,844	–	–	﹤0.01%	342
2025 Q4	$30.4K	Hold	1,844	–	–	﹤0.01%	353
2025 Q3	$31.6K	Hold	1,844	–	–	﹤0.01%	355
2025 Q2	$33.4K	Hold	1,844	–	–	﹤0.01%	345
2025 Q1	$34.3K	Hold	1,844	–	–	﹤0.01%	352
2024 Q4	$36.1K	Hold	1,844	–	–	0.01%	344
2024 Q3	$29.6K	Hold	1,844	–	–	﹤0.01%	373
2024 Q2	$29.9K	Hold	1,844	–	–	﹤0.01%	382
2024 Q1	$29K	Buy	1,844 +500	+37%	+$7.28K	﹤0.01%	394
2023 Q4	$18.5K	Hold	1,344	–	–	﹤0.01%	397
2023 Q3	$18.9K	Buy	+1,344	New	+$17.8K	﹤0.01%	382

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

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

Evermay Wealth Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 1,844 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Evermay Wealth Management first reported a position in ET in Q3 2023 and has held it in 11 quarters since. The position peaked at $36.1K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Evermay Wealth Management held 1,844 shares of Energy Transfer Partners worth $35.6K as of Q1 2026.
Evermay Wealth Management left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #342 holding.
Evermay Wealth Management first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 11 quarters since.
Evermay Wealth Management's Energy Transfer Partners position peaked at $36.1K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.