Fogel Capital Management’s Energy Transfer Partners ET Stock Holding History

Fogel Capital 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	$9.85M	Buy	510,337 +9,341	+2%	+$171K	4.5%	8
2025 Q4	$8.26M	Buy	500,996 +7,941	+2%	+$132K	3.81%	7
2025 Q3	$8.46M	Buy	493,055 +51,436	+12%	+$902K	3.92%	8
2025 Q2	$8.01M	Buy	441,619 +13,680	+3%	+$239K	4.27%	7
2025 Q1	$7.96M	Buy	427,939 +26,707	+7%	+$520K	4.28%	7
2024 Q4	$7.86M	Buy	401,232 +9,859	+3%	+$175K	3.95%	8
2024 Q3	$6.28M	Sell	391,373 -14,757	-4%	-$237K	3.24%	10
2024 Q2	$6.59M	Sell	406,130 -5,459	-1%	-$85.8K	3.51%	9
2024 Q1	$6.54M	Sell	411,589 -2,955	-0.7%	-$43K	3.85%	8
2023 Q4	$5.77M	Buy	+414,544	New	+$5.63M	4.4%	7

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

Fogel Capital Management's ET Position: Q1 2026 in Review

Fogel Capital Management increased its Energy Transfer Partners (ET) stake by 1.9% in Q1 2026, buying an estimated $171K and bringing the position to 510,337 shares worth $9.85M. The position accounts for 4.5% of the portfolio, ranked #8.

Fogel Capital Management 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.

Fogel Capital Management held 510,337 shares of Energy Transfer Partners worth $9.85M as of Q1 2026.
Fogel Capital Management bought 9,341 Energy Transfer Partners shares in Q1 2026, an estimated $171K.
Energy Transfer Partners made up 4.5% of Fogel Capital Management's portfolio in Q1 2026, its #8 holding.
Fogel Capital Management 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 Fogel Capital Management's 13F filing for Q1 2026, filed 13 May 2026.