Focus Partners Wealth
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Focus Partners Wealth’s Energy Transfer Partners ET Stock Holding History

Focus Partners 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 		$8.42M Sell
436,323
-40,169
-8% -$736K 0.01% 772
2025
Q4 		$7.91M Buy
476,492
+162,802
+52% +$2.71M 0.01% 782
2025
Q3 		$5.38M Buy
313,690
+26,746
+9% +$469K 0.01% 725
2025
Q2 		$5.2M Buy
286,944
+11,246
+4% +$196K 0.01% 666
2025
Q1 		$5.13M Buy
275,698
+11,126
+4% +$217K 0.01% 617
2024
Q4 		$5.18M Sell
264,572
-41,750
-14% -$739K 0.01% 604
2024
Q3 		$4.92M Buy
306,322
+183,272
+149% +$2.95M 0.02% 566
2024
Q2 		$2M Buy
123,050
+81,816
+198% +$1.29M 0.01% 653
2024
Q1 		$638K Buy
41,234
+19,216
+87% +$280K 0.01% 675
2023
Q4 		$304K Buy
+22,018
New +$299K ﹤0.01% 668

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

Focus Partners Wealth's ET Position: Q1 2026 in Review

Focus Partners Wealth reduced its Energy Transfer Partners (ET) stake by 8.4% in Q1 2026, selling an estimated $736K and leaving 436,323 shares worth $8.42M. The position accounts for 0.01% of the portfolio, ranked #772.

Focus Partners Wealth first reported a position in ET in Q4 2023 and has held it in 10 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Focus Partners Wealth held 436,323 shares of Energy Transfer Partners worth $8.42M as of Q1 2026.
  • Focus Partners Wealth sold 40,169 Energy Transfer Partners shares in Q1 2026, an estimated $736K.
  • Energy Transfer Partners made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #772 holding.
  • Focus Partners Wealth first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 10 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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