Kovitz Investment Group Partners’s Energy Transfer Partners ET Stock Holding History

Kovitz Investment Group 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 Q1	$751K	Sell	38,929 -4,435	-10%	-$81.2K	0.02%	361
2025 Q4	$715K	Sell	43,364 -58,602	-57%	-$975K	0.02%	352
2025 Q3	$1.75M	Sell	101,966 -178,262	-64%	-$3.12M	0.01%	698
2025 Q2	$5.08M	Buy	280,228 +17,829	+7%	+$311K	0.02%	451
2025 Q1	$4.88M	Sell	262,399 -46,943	-15%	-$915K	0.02%	413
2024 Q4	$6.06M	Buy	309,342 +8,051	+3%	+$143K	0.03%	365
2024 Q3	$4.7M	Buy	301,291 +268,912	+831%	+$4.33M	0.03%	351
2024 Q2	$525K	Buy	+32,379	New	+$509K	﹤0.01%	646

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

Kovitz Investment Group Partners's ET Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Energy Transfer Partners (ET) stake by 10% in Q1 2026, selling an estimated $81.2K and leaving 38,929 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #361.

Kovitz Investment Group Partners first reported a position in ET in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.06M in Q4 2024. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Kovitz Investment Group Partners held 38,929 shares of Energy Transfer Partners worth $751K as of Q1 2026.
Kovitz Investment Group Partners sold 4,435 Energy Transfer Partners shares in Q1 2026, an estimated $81.2K.
Energy Transfer Partners made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #361 holding.
Kovitz Investment Group Partners first reported a position in Energy Transfer Partners in Q2 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Energy Transfer Partners position peaked at $6.06M in Q4 2024.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.