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IEQ Capital’s Energy Transfer Partners ET Stock Holding History

IEQ Capital’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 		$3.59M Sell
186,158
-7,696
-4% -$141K 0.02% 584
2025
Q4 		$3.2M Sell
193,854
-2,117
-1% -$35.2K 0.01% 649
2025
Q3 		$3.36M Buy
195,971
+2,962
+2% +$51.9K 0.01% 600
2025
Q2 		$3.5M Buy
193,009
+574
+0.3% +$10K 0.02% 510
2025
Q1 		$3.58M Sell
192,435
-19,097
-9% -$372K 0.03% 425
2024
Q4 		$4.14M Buy
211,532
+12,801
+6% +$227K 0.04% 310
2024
Q3 		$3.19M Buy
198,731
+875
+0.4% +$14.1K 0.04% 277
2024
Q2 		$3.21M Buy
197,856
+14,728
+8% +$231K 0.04% 243
2024
Q1 		$2.88M Sell
183,128
-9,488
-5% -$138K 0.04% 255
2023
Q4 		$2.66M Buy
192,616
+127,350
+195% +$1.73M 0.04% 247
2023
Q3 		$916K Buy
65,266
+554
+0.9% +$7.35K 0.02% 422
2023
Q2 		$822K Buy
64,712
+2,266
+4% +$28.7K 0.02% 439
2023
Q1 		$779K Buy
62,446
+15,906
+34% +$201K 0.02% 451
2022
Q4 		$552K Buy
46,540
+109
+0.2% +$1.31K 0.02% 491
2022
Q3 		$512K Sell
46,431
-9,344
-17% -$104K 0.01% 519
2022
Q2 		$556K Sell
55,775
-2,751
-5% -$30.8K 0.02% 453
2022
Q1 		$655K Sell
58,526
-25,039
-30% -$248K 0.02% 430
2021
Q4 		$688K Buy
83,565
+16,110
+24% +$146K 0.02% 381
2021
Q3 		$646K Sell
67,455
-3,546
-5% -$34K 0.02% 368
2021
Q2 		$754K Buy
71,001
+33,954
+92% +$325K 0.02% 293
2021
Q1 		$284K Buy
+37,047
New +$271K 0.01% 374
2020
Q4 		– Sell
-37,767
Closed -$204K – 276
2020
Q3 		$204K Sell
37,767
-25,311
-40% -$161K 0.01% 364
2020
Q2 		$449K Sell
63,078
-8,695
-12% -$64.4K 0.03% 217
2020
Q1 		$330K Buy
71,773
+10,827
+18% +$115K 0.03% 261
2019
Q4 		$782K Buy
+60,946
New +$751K 0.07% 172

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

IEQ Capital's ET Position: Q1 2026 in Review

IEQ Capital reduced its Energy Transfer Partners (ET) stake by 4% in Q1 2026, selling an estimated $141K and leaving 186,158 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #584.

IEQ Capital first reported a position in ET in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.14M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • IEQ Capital held 186,158 shares of Energy Transfer Partners worth $3.59M as of Q1 2026.
  • IEQ Capital sold 7,696 Energy Transfer Partners shares in Q1 2026, an estimated $141K.
  • Energy Transfer Partners made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #584 holding.
  • IEQ Capital first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's Energy Transfer Partners position peaked at $4.14M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.