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Integrated Wealth Concepts’s Energy Transfer Partners ET Stock Holding History

Integrated Wealth Concepts’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 		$3.02M Buy
156,266
+66,191
+73% +$1.21M 0.02% 603
2025
Q4 		$1.49M Sell
90,075
-74,341
-45% -$1.24M 0.02% 615
2025
Q3 		$2.82M Buy
164,416
+13,685
+9% +$240K 0.03% 556
2025
Q2 		$2.73M Buy
150,731
+6,842
+5% +$119K 0.03% 523
2025
Q1 		$2.67M Buy
143,889
+3,711
+3% +$72.3K 0.03% 502
2024
Q4 		$2.75M Sell
140,178
-4,022
-3% -$71.2K 0.03% 456
2024
Q3 		$2.31M Buy
144,200
+19,669
+16% +$316K 0.03% 507
2024
Q2 		$2.02M Sell
124,531
-19,850
-14% -$312K 0.03% 508
2024
Q1 		$2.27M Sell
144,381
-129,148
-47% -$1.88M 0.03% 479
2023
Q4 		$3.77M Sell
273,529
-23,548
-8% -$320K 0.06% 290
2023
Q3 		$4.17M Buy
297,077
+7,947
+3% +$105K 0.07% 257
2023
Q2 		$3.67M Sell
289,130
-1,312
-0.5% -$16.6K 0.06% 290
2023
Q1 		$3.62M Buy
290,442
+228,987
+373% +$2.89M 0.07% 246
2022
Q4 		$729K Buy
61,455
+12,442
+25% +$149K 0.02% 552
2022
Q3 		$541K Buy
49,013
+15,000
+44% +$167K 0.02% 563
2022
Q2 		$339K Buy
34,013
+4,400
+15% +$49.3K 0.01% 717
2022
Q1 		$331K Sell
29,613
-120
-0.4% -$1.19K 0.01% 709
2021
Q4 		$245K Buy
29,733
+211
+0.7% +$1.92K 0.01% 865
2021
Q3 		$283K Buy
29,522
+12,360
+72% +$119K 0.01% 761
2021
Q2 		$182K Buy
17,162
+2,733
+19% +$26.2K 0.01% 776
2021
Q1 		$111K Buy
14,429
+546
+4% +$3.99K ﹤0.01% 715
2020
Q4 		$86K Buy
13,883
+3,116
+29% +$18.9K ﹤0.01% 614
2020
Q3 		$58K Sell
10,767
-12,476
-54% -$79.2K ﹤0.01% 561
2020
Q2 		$165K Buy
+23,243
New +$172K 0.01% 496

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

Integrated Wealth Concepts's ET Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Energy Transfer Partners (ET) stake by 73% in Q1 2026, buying an estimated $1.21M and bringing the position to 156,266 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #603.

Integrated Wealth Concepts first reported a position in ET in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.17M in Q3 2023. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Integrated Wealth Concepts held 156,266 shares of Energy Transfer Partners worth $3.02M as of Q1 2026.
  • Integrated Wealth Concepts bought 66,191 Energy Transfer Partners shares in Q1 2026, an estimated $1.21M.
  • Energy Transfer Partners made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #603 holding.
  • Integrated Wealth Concepts first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 24 quarters since.
  • Integrated Wealth Concepts's Energy Transfer Partners position peaked at $4.17M in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.