Fulcrum Asset Management’s Energy Transfer Partners ET Stock Holding History

Fulcrum Asset 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
2025 Q2	–	Sell	-18,736	Closed	-$185K	–	261
2025 Q1	$185K	Buy	+18,736	New	+$365K	0.04%	201

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

Fulcrum Asset Management's ET Position: Q1 2026 in Review

Fulcrum Asset Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 18,664 shares worth $366K. The position accounts for 0.06% of the portfolio, ranked #142.

Fulcrum Asset Management first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Fulcrum Asset Management held 18,664 shares of Energy Transfer Partners worth $366K as of Q1 2026.
Fulcrum Asset Management left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.06% of Fulcrum Asset Management's portfolio in Q1 2026, its #142 holding.
Fulcrum Asset Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.