Helium Advisors’s Energy Transfer Partners ET Stock Holding History

Helium 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	$309K	Buy	16,033 +2,447	+18%	+$44.8K	0.29%	71
2025 Q4	$224K	Buy	13,586 +946	+7%	+$15.7K	0.23%	77
2025 Q3	$217K	Sell	12,640 -10,472	-45%	-$184K	0.18%	81
2025 Q2	$419K	Sell	23,112 -154	-0.7%	-$2.69K	0.27%	60
2025 Q1	$433K	Sell	23,266 -2,270	-9%	-$44.2K	0.31%	53
2024 Q4	$500K	Buy	+25,536	New	+$452K	0.4%	47

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

Helium Advisors's ET Position: Q1 2026 in Review

Helium Advisors increased its Energy Transfer Partners (ET) stake by 18% in Q1 2026, buying an estimated $44.8K and bringing the position to 16,033 shares worth $309K. The position accounts for 0.29% of the portfolio, ranked #71.

Helium Advisors first reported a position in ET in Q4 2024 and has held it in 6 quarters since. The position peaked at $500K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Helium Advisors held 16,033 shares of Energy Transfer Partners worth $309K as of Q1 2026.
Helium Advisors bought 2,447 Energy Transfer Partners shares in Q1 2026, an estimated $44.8K.
Energy Transfer Partners made up 0.29% of Helium Advisors's portfolio in Q1 2026, its #71 holding.
Helium Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's Energy Transfer Partners position peaked at $500K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.