EWM
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Evolution Wealth Management’s Energy Transfer Partners ET Stock Holding History

Evolution 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 		$7.41K Hold
384
– – 0.01% 558
2025
Q4 		$6.33K Hold
384
– – 0.01% 505
2025
Q3 		$6.59K Hold
384
– – 0.01% 412
2025
Q2 		$6.96K Buy
+384
New +$6.7K 0.01% 400

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

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

Evolution Wealth Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 384 shares worth $7.41K. The position accounts for 0.01% of the portfolio, ranked #558.

Evolution Wealth Management first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Evolution Wealth Management held 384 shares of Energy Transfer Partners worth $7.41K as of Q1 2026.
  • Evolution Wealth Management left its Energy Transfer Partners share count unchanged in Q1 2026.
  • Energy Transfer Partners made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #558 holding.
  • Evolution Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.