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Herold Advisors’s Energy Transfer Partners ET Stock Holding History

Herold 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 		$257K Hold
13,320
– – 0.06% 227
2025
Q4 		$220K Hold
13,320
– – 0.05% 234
2025
Q3 		$229K Sell
13,320
-836
-6% -$14.7K 0.05% 224
2025
Q2 		$257K Buy
14,156
+29
+0.2% +$506 0.05% 265
2025
Q1 		$263K Buy
14,127
+507
+4% +$9.88K 0.06% 240
2024
Q4 		$267K Buy
13,620
+1,509
+12% +$26.7K 0.06% 236
2024
Q3 		$194K Buy
12,111
+9
+0.1% +$145 0.04% 260
2024
Q2 		$196K Buy
12,102
+9
+0.1% +$141 0.05% 254
2024
Q1 		$190K Buy
12,093
+9
+0.1% +$131 0.05% 256
2023
Q4 		$167K Buy
12,084
+9
+0.1% +$122 0.05% 236
2023
Q3 		$169K Buy
12,075
+165
+1% +$2.19K 0.05% 237
2023
Q2 		$151K Buy
11,910
+10
+0.1% +$127 0.05% 233
2023
Q1 		$148K Buy
11,900
+1,000
+9% +$12.6K 0.05% 224
2022
Q4 		$129K Buy
10,900
+700
+7% +$8.4K 0.05% 199
2022
Q3 		$112K Hold
10,200
– – 0.05% 185
2022
Q2 		$101K Sell
10,200
-9,500
-48% -$106K 0.05% 190
2022
Q1 		$220K Hold
19,700
– – 0.08% 186
2021
Q4 		$162K Hold
19,700
– – 0.06% 203
2021
Q3 		$188K Buy
+19,700
New +$189K 0.07% 207

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

Herold Advisors's ET Position: Q1 2026 in Review

Herold Advisors held its Energy Transfer Partners (ET) position steady in Q1 2026 at 13,320 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #227.

Herold Advisors first reported a position in ET in Q3 2021 and has held it in 19 quarters since. The position peaked at $267K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Herold Advisors held 13,320 shares of Energy Transfer Partners worth $257K as of Q1 2026.
  • Herold Advisors left its Energy Transfer Partners share count unchanged in Q1 2026.
  • Energy Transfer Partners made up 0.06% of Herold Advisors's portfolio in Q1 2026, its #227 holding.
  • Herold Advisors first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Energy Transfer Partners position peaked at $267K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.