Jeppson Wealth Management’s Energy Transfer Partners ET Stock Holding History

Jeppson Wealth Management’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	$645K	Buy	33,413 +732	+2%	+$13.4K	0.2%	106
2025 Q4	$539K	Buy	32,681 +12,817	+65%	+$213K	0.17%	111
2025 Q3	$341K	Buy	19,864 +934	+5%	+$16.4K	0.11%	164
2025 Q2	$343K	Buy	+18,930	New	+$330K	0.12%	150

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

Jeppson Wealth Management's ET Position: Q1 2026 in Review

Jeppson Wealth Management increased its Energy Transfer Partners (ET) stake by 2.2% in Q1 2026, buying an estimated $13.4K and bringing the position to 33,413 shares worth $645K. The position accounts for 0.2% of the portfolio, ranked #106.

Jeppson Wealth Management first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Jeppson Wealth Management held 33,413 shares of Energy Transfer Partners worth $645K as of Q1 2026.
Jeppson Wealth Management bought 732 Energy Transfer Partners shares in Q1 2026, an estimated $13.4K.
Energy Transfer Partners made up 0.2% of Jeppson Wealth Management's portfolio in Q1 2026, its #106 holding.
Jeppson Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.