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Heritage Wealth Management (Ohio)’s Energy Transfer Partners ET Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.08M Buy
55,876
+40
+0.1% +$732 0.53% 55
2025
Q4 		$921K Buy
+55,836
New +$929K 0.26% 98

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Heritage Wealth Management (Ohio)'s ET Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its Energy Transfer Partners (ET) stake by 0.07% in Q1 2026, buying an estimated $732 and bringing the position to 55,876 shares worth $1.08M. The position accounts for 0.53% of the portfolio, ranked #55.

Heritage Wealth Management (Ohio) first reported a position in ET in Q4 2025 and has held it in 2 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 55,876 shares of Energy Transfer Partners worth $1.08M as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 40 Energy Transfer Partners shares in Q1 2026, an estimated $732.
  • Energy Transfer Partners made up 0.53% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #55 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 2 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.