IAG Wealth Partners
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IAG Wealth Partners’s Energy Transfer Partners ET Stock Holding History

IAG Wealth Partners’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
Q3 		$169K Buy
8,536
+132
+2% +$2.72K 0.02% 137
2026
Q2 		$161K Sell
8,404
-2,550
-23% -$49.4K 0.02% 140
2026
Q1 		$211K Sell
10,954
-1,462
-12% -$26.8K 0.02% 119
2025
Q4 		$205K Buy
12,416
+1,536
+14% +$25.6K 0.02% 118
2025
Q3 		$187K Sell
10,880
-379
-3% -$6.64K 0.02% 122
2025
Q2 		$204K Buy
11,259
+713
+7% +$12.4K 0.03% 112
2025
Q1 		$196K Buy
10,546
+90
+0.9% +$1.75K 0.03% 109
2024
Q4 		$205K Buy
10,456
+4,467
+75% +$79.1K 0.04% 100
2024
Q3 		$96.1K Buy
5,989
+104
+2% +$1.67K 0.02% 132
2024
Q2 		$95.4K Buy
5,885
+595
+11% +$9.35K 0.02% 123
2024
Q1 		$83.2K Buy
5,290
+100
+2% +$1.46K 0.02% 132
2023
Q4 		$71.6K Buy
5,190
+105
+2% +$1.43K 0.02% 128
2023
Q3 		$71.3K Buy
5,085
+106
+2% +$1.41K 0.02% 125
2023
Q2 		$63.2K Buy
4,979
+179
+4% +$2.27K 0.02% 147
2023
Q1 		$59.9K Buy
4,800
+99
+2% +$1.25K 0.02% 132
2022
Q4 		$55.8K Buy
4,701
+90
+2% +$1.08K 0.02% 133
2022
Q3 		$51K Buy
4,611
+814
+21% +$9.06K 0.02% 120
2022
Q2 		$38K Buy
3,797
+58
+2% +$650 0.01% 149
2022
Q1 		$42K Buy
3,739
+54
+1% +$535 0.01% 153
2021
Q4 		$30K Buy
3,685
+54
+1% +$491 0.01% 176
2021
Q3 		$35K Buy
3,631
+52
+1% +$499 0.01% 153
2021
Q2 		$39K Buy
3,579
+546
+18% +$5.23K 0.01% 140
2021
Q1 		$24K Buy
3,033
+65
+2% +$475 0.01% 165
2020
Q4 		$19K Sell
2,968
-623
-17% -$3.77K 0.01% 169
2020
Q3 		$20K Sell
3,591
-186
-5% -$1.18K 0.01% 158
2020
Q2 		$27K Buy
3,777
+101
+3% +$748 0.01% 138
2020
Q1 		$17K Buy
3,676
+990
+37% +$10.5K 0.01% 160
2019
Q4 		$35K Buy
+2,686
New +$33.1K 0.02% 133

Other funds holding ET

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners's ET Position: Q3 2026 in Review

IAG Wealth Partners increased its Energy Transfer Partners (ET) stake by 1.6% in Q3 2026, buying an estimated $2.72K and bringing the position to 8,536 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #137.

IAG Wealth Partners first reported a position in ET in Q4 2019 and has held it in 28 quarters since. The position peaked at $211K in Q1 2026. 954 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • IAG Wealth Partners held 8,536 shares of Energy Transfer Partners worth $169K as of Q3 2026.
  • IAG Wealth Partners bought 132 Energy Transfer Partners shares in Q3 2026, an estimated $2.72K.
  • Energy Transfer Partners made up 0.02% of IAG Wealth Partners's portfolio in Q3 2026, its #137 holding.
  • IAG Wealth Partners first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's Energy Transfer Partners position peaked at $211K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.