GM Advisory Group’s Energy Transfer Partners ET Stock Holding History

GM Advisory Group’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	$418K	Sell	21,678 -2,050	-9%	-$37.5K	0.02%	257
2025 Q4	$391K	Buy	23,728 +3,766	+19%	+$62.7K	0.02%	246
2025 Q3	$343K	Sell	19,962 -4,477	-18%	-$78.5K	0.01%	238
2025 Q2	$443K	Sell	24,439 -18	-0.1%	-$314	0.02%	204
2025 Q1	$455K	Sell	24,457 -2,011	-8%	-$39.2K	0.02%	183
2024 Q4	$519K	Buy	26,468 +3,259	+14%	+$57.7K	0.03%	163
2024 Q3	$373K	Buy	23,209 +4,809	+26%	+$77.4K	0.02%	185
2024 Q2	$298K	Buy	18,400 +2,834	+18%	+$44.5K	0.02%	186
2024 Q1	$245K	Buy	15,566 +2,146	+16%	+$31.3K	0.02%	199
2023 Q4	$185K	Buy	13,420 +330	+3%	+$4.49K	0.01%	196
2023 Q3	$184K	Buy	13,090 +2,988	+30%	+$39.6K	0.02%	184
2023 Q2	$128K	Hold	10,102	–	–	0.01%	183
2023 Q1	$126K	Hold	10,102	–	–	0.01%	177
2022 Q4	$120K	Buy	+10,102	New	+$121K	0.01%	164
2019 Q4	–	Sell	-11,472	Closed	-$150K	–	110
2019 Q3	$150K	Buy	+11,472	New	+$160K	0.05%	104

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

GM Advisory Group's ET Position: Q1 2026 in Review

GM Advisory Group reduced its Energy Transfer Partners (ET) stake by 8.6% in Q1 2026, selling an estimated $37.5K and leaving 21,678 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #257.

GM Advisory Group first reported a position in ET in Q3 2019 and has held it in 15 quarters since. The position peaked at $519K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

GM Advisory Group held 21,678 shares of Energy Transfer Partners worth $418K as of Q1 2026.
GM Advisory Group sold 2,050 Energy Transfer Partners shares in Q1 2026, an estimated $37.5K.
Energy Transfer Partners made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #257 holding.
GM Advisory Group first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 15 quarters since.
GM Advisory Group's Energy Transfer Partners position peaked at $519K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.