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

Finer 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	$481K	Sell	24,945 -3,500	-12%	-$64.1K	0.24%	60
2025 Q4	$469K	Sell	28,445 -148,468	-84%	-$2.47M	0.23%	60
2025 Q3	$3.04M	Sell	176,913 -7,500	-4%	-$131K	1.51%	19
2025 Q2	$3.34M	Buy	184,413 +8,643	+5%	+$151K	1.79%	16
2025 Q1	$3.27M	Buy	175,770 +3,133	+2%	+$61K	1.96%	14
2024 Q4	$3.38M	Buy	172,637 +12,223	+8%	+$216K	1.94%	15
2024 Q3	$2.57M	Buy	160,414 +19,923	+14%	+$321K	1.59%	19
2024 Q2	$2.28M	Sell	140,491 -13,235	-9%	-$208K	1.47%	19
2024 Q1	$2.42M	Buy	153,726 +39,237	+34%	+$571K	1.59%	19
2023 Q4	$1.58M	Buy	114,489 +24,253	+27%	+$330K	1.18%	27
2023 Q3	$1.27M	Buy	90,236 +28,902	+47%	+$383K	1.01%	30
2023 Q2	$779K	Hold	61,334	–	–	0.61%	40
2023 Q1	$765K	Buy	61,334 +23,547	+62%	+$298K	0.65%	40
2022 Q4	$449K	Hold	37,787	–	–	0.42%	55
2022 Q3	$417K	Hold	37,787	–	–	0.41%	56
2022 Q2	$377K	Hold	37,787	–	–	0.34%	58
2022 Q1	$423K	Buy	+37,787	New	+$375K	0.35%	56

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

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

Finer Wealth Management reduced its Energy Transfer Partners (ET) stake by 12% in Q1 2026, selling an estimated $64.1K and leaving 24,945 shares worth $481K. The position accounts for 0.24% of the portfolio, ranked #60.

Finer Wealth Management first reported a position in ET in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.38M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Finer Wealth Management held 24,945 shares of Energy Transfer Partners worth $481K as of Q1 2026.
Finer Wealth Management sold 3,500 Energy Transfer Partners shares in Q1 2026, an estimated $64.1K.
Energy Transfer Partners made up 0.24% of Finer Wealth Management's portfolio in Q1 2026, its #60 holding.
Finer Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 17 quarters since.
Finer Wealth Management's Energy Transfer Partners position peaked at $3.38M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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