EWA
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Exencial Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Exencial Wealth Advisors’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 		$1.89M Buy
98,143
+3,077
+3% +$56.3K 0.06% 229
2025
Q4 		$1.57M Buy
95,066
+3,364
+4% +$56K 0.05% 249
2025
Q3 		$1.57M Buy
91,702
+13
+0% +$228 0.05% 242
2025
Q2 		$1.66M Buy
91,689
+12
+0% +$209 0.06% 236
2025
Q1 		$1.7M Buy
91,677
+783
+0.9% +$15.3K 0.06% 229
2024
Q4 		$1.78M Buy
90,894
+901
+1% +$16K 0.07% 225
2024
Q3 		$1.44M Buy
89,993
+504
+0.6% +$8.11K 0.05% 244
2024
Q2 		$1.45M Buy
89,489
+988
+1% +$15.5K 0.05% 234
2024
Q1 		$1.39M Buy
88,501
+46,605
+111% +$679K 0.05% 239
2023
Q4 		$578K Sell
41,896
-1,266
-3% -$17.2K 0.02% 327
2023
Q3 		$606K Buy
43,162
+625
+1% +$8.29K 0.03% 275
2023
Q2 		$540K Sell
42,537
-26,126
-38% -$331K 0.02% 285
2023
Q1 		$856K Buy
68,663
+33
+0% +$417 0.04% 234
2022
Q4 		$815K Buy
68,630
+434
+0.6% +$5.21K 0.04% 235
2022
Q3 		$752K Sell
68,196
-2,704
-4% -$30.1K 0.05% 235
2022
Q2 		$708K Buy
70,900
+3,940
+6% +$44.1K 0.04% 246
2022
Q1 		$749K Buy
66,960
+295
+0.4% +$2.92K 0.04% 255
2021
Q4 		$549K Buy
66,665
+856
+1% +$7.78K 0.03% 294
2021
Q3 		$630K Buy
65,809
+16,265
+33% +$156K 0.03% 225
2021
Q2 		$527K Buy
49,544
+640
+1% +$6.13K 0.03% 303
2021
Q1 		$376K Sell
48,904
-640
-1% -$4.67K 0.02% 316
2020
Q4 		$306K Sell
49,544
-274,340
-85% -$1.66M 0.02% 309
2020
Q3 		$1.75M Buy
323,884
+73,661
+29% +$468K 0.09% 175
2020
Q2 		$1.78M Buy
250,223
+18,808
+8% +$139K 0.15% 144
2020
Q1 		$1.06M Hold
231,415
– – 0.19% 104
2019
Q4 		$2.97M Sell
231,415
-135
-0.1% -$1.66K 0.51% 74
2019
Q3 		$3.03M Buy
+231,550
New +$3.23M 0.65% 61

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Exencial Wealth Advisors's ET Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Energy Transfer Partners (ET) stake by 3.2% in Q1 2026, buying an estimated $56.3K and bringing the position to 98,143 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #229.

Exencial Wealth Advisors first reported a position in ET in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.03M in Q3 2019. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Exencial Wealth Advisors held 98,143 shares of Energy Transfer Partners worth $1.89M as of Q1 2026.
  • Exencial Wealth Advisors bought 3,077 Energy Transfer Partners shares in Q1 2026, an estimated $56.3K.
  • Energy Transfer Partners made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #229 holding.
  • Exencial Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 27 quarters since.
  • Exencial Wealth Advisors's Energy Transfer Partners position peaked at $3.03M in Q3 2019.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.