EW
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Evoke Wealth’s Energy Transfer Partners ET Stock Holding History

Evoke Wealth’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
-17,513
Closed -$289K – 727
2025
Q4 		$289K Sell
17,513
-2,840
-14% -$47.3K 0.01% 528
2025
Q3 		$349K Sell
20,353
-3,664
-15% -$64.2K 0.01% 470
2025
Q2 		$435K Sell
24,017
-1,600
-6% -$27.9K 0.01% 373
2025
Q1 		$476K Buy
+25,617
New +$499K 0.01% 279
2023
Q3 		– Sell
-14,617
Closed -$186K – 384
2023
Q2 		$186K Buy
+14,617
New +$185K 0.01% 348
2022
Q4 		– Sell
-6,617
Closed -$73K – 629
2022
Q3 		$73K Hold
6,617
– – ﹤0.01% 465
2022
Q2 		$66K Sell
6,617
-3,830
-37% -$42.9K ﹤0.01% 467
2022
Q1 		$117K Buy
10,447
+3,830
+58% +$38K ﹤0.01% 414
2021
Q4 		$54K Hold
6,617
– – ﹤0.01% 521
2021
Q3 		$63K Hold
6,617
– – ﹤0.01% 484
2021
Q2 		$70K Hold
6,617
– – ﹤0.01% 488
2021
Q1 		$51K Hold
6,617
– – ﹤0.01% 452
2020
Q4 		$41K Hold
6,617
– – ﹤0.01% 395
2020
Q3 		$36K Hold
6,617
– – ﹤0.01% 399
2020
Q2 		$47K Sell
6,617
-2,718
-29% -$20.1K ﹤0.01% 356
2020
Q1 		$42.9K Sell
9,335
-22,849
-71% -$243K 0.01% 358
2019
Q4 		$413K Sell
32,184
-125,160
-80% -$1.54M 0.05% 136
2019
Q3 		$2.06M Buy
+157,344
New +$2.19M 0.25% 54

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

Evoke Wealth's ET Position: Q1 2026 in Review

Evoke Wealth sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 17,513 shares — an estimated $289K sold.

Evoke Wealth first reported a position in ET in Q3 2019 and held it in 18 quarters. The position peaked at $2.06M in Q3 2019. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Evoke Wealth reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 17,513 Energy Transfer Partners shares in Q1 2026, an estimated $289K.
  • Evoke Wealth first reported a position in Energy Transfer Partners in Q3 2019 and held it in 18 quarters.
  • Evoke Wealth's Energy Transfer Partners position peaked at $2.06M in Q3 2019.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.