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Garton & Associates Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Garton & Associates Financial 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
-5,270
Closed -$86.9K – 299
2025
Q4 		$86.9K Buy
+5,270
New +$87.7K 0.05% 267

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

Garton & Associates Financial Advisors's ET Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 5,270 shares — an estimated $86.9K sold.

Garton & Associates Financial Advisors first reported a position in ET in Q4 2025 and held it in 1 quarter. The position peaked at $86.9K in Q4 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 5,270 Energy Transfer Partners shares in Q1 2026, an estimated $86.9K.
  • Garton & Associates Financial Advisors first reported a position in Energy Transfer Partners in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Energy Transfer Partners position peaked at $86.9K in Q4 2025.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.