Icon Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Icon Wealth 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	$4.33M	Buy	219,343 +47,237	+27%	+$865K	0.28%	58
2025 Q4	$2.84M	Sell	172,106 -12,774	-7%	-$213K	0.19%	83
2025 Q3	$3.17M	Sell	184,880 -8,621	-4%	-$151K	0.22%	75
2025 Q2	$3.51M	Sell	193,501 -6,337	-3%	-$111K	0.25%	72
2025 Q1	$3.71M	Buy	199,838 +14,224	+8%	+$277K	0.31%	64
2024 Q4	$3.64M	Buy	185,614 +11,710	+7%	+$207K	0.3%	64
2024 Q3	$2.79M	Buy	173,904 +7,706	+5%	+$124K	0.23%	76
2024 Q2	$2.7M	Hold	166,198	–	–	0.24%	73
2024 Q1	$2.61M	Sell	166,198 -2,028	-1%	-$29.5K	0.24%	77
2023 Q4	$2.32M	Buy	+168,226	New	+$2.29M	0.24%	83
2022 Q4	$2.06M	Sell	173,367 -826	-0.5%	-$9.91K	0.24%	93
2022 Q3	$1.92M	Buy	+174,193	New	+$1.94M	0.23%	93

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

Icon Wealth Advisors's ET Position: Q1 2026 in Review

Icon Wealth Advisors increased its Energy Transfer Partners (ET) stake by 27% in Q1 2026, buying an estimated $865K and bringing the position to 219,343 shares worth $4.33M. The position accounts for 0.28% of the portfolio, ranked #58.

Icon Wealth Advisors first reported a position in ET in Q3 2022 and has held it in 12 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Icon Wealth Advisors held 219,343 shares of Energy Transfer Partners worth $4.33M as of Q1 2026.
Icon Wealth Advisors bought 47,237 Energy Transfer Partners shares in Q1 2026, an estimated $865K.
Energy Transfer Partners made up 0.28% of Icon Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Icon Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 12 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.