Financial Engines Advisors’s Energy Transfer Partners ET Stock Holding History

Financial Engines 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	–	Sell	-10,362	Closed	-$171K	–	539
2025 Q4	$171K	Sell	10,362 -6,947	-40%	-$116K	﹤0.01%	529
2025 Q3	$297K	Buy	+17,309	New	+$303K	﹤0.01%	469
2021 Q2	–	Sell	-11,153	Closed	-$86K	–	228
2021 Q1	$86K	Sell	11,153 -1,080	-9%	-$7.89K	﹤0.01%	265
2020 Q4	$76K	Buy	+12,233	New	+$74K	﹤0.01%	254

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Financial Engines Advisors's ET Position: Q1 2026 in Review

Financial Engines Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 10,362 shares — an estimated $171K sold.

Financial Engines Advisors first reported a position in ET in Q4 2020 and held it in 4 quarters. The position peaked at $297K in Q3 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Financial Engines Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Financial Engines Advisors sold 10,362 Energy Transfer Partners shares in Q1 2026, an estimated $171K.
Financial Engines Advisors first reported a position in Energy Transfer Partners in Q4 2020 and held it in 4 quarters.
Financial Engines Advisors's Energy Transfer Partners position peaked at $297K in Q3 2025.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.