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

Laidlaw 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	$518K	Buy	26,830 +6,000	+29%	+$110K	1.8%	17
2025 Q4	$343K	Sell	20,830 -10,840	-34%	-$180K	1.06%	27
2025 Q3	$543K	Hold	31,670	–	–	1.29%	28
2025 Q2	$574K	Buy	31,670 +15	+0%	+$262	1.65%	20
2025 Q1	$588K	Buy	31,655 +8,780	+38%	+$171K	1.73%	19
2024 Q4	$448K	Buy	22,875 +2,575	+13%	+$45.6K	0.2%	118
2024 Q3	$326K	Sell	20,300 -600	-3%	-$9.65K	0.16%	126
2024 Q2	$339K	Buy	20,900 +500	+2%	+$7.86K	0.19%	122
2024 Q1	$321K	Buy	20,400 +2,000	+11%	+$29.1K	0.18%	129
2023 Q4	$254K	Buy	18,400 +3,550	+24%	+$48.2K	0.09%	205
2023 Q3	$208K	Sell	14,850 -6,096	-29%	-$80.9K	0.07%	254
2023 Q2	$266K	Buy	20,946 +3,714	+22%	+$47.1K	0.05%	281
2023 Q1	$215K	Buy	+17,232	New	+$218K	0.04%	321
2022 Q2	–	Sell	-16,752	Closed	-$187K	–	384
2022 Q1	$187K	Buy	+16,752	New	+$166K	0.03%	378

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

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

Laidlaw Wealth Management increased its Energy Transfer Partners (ET) stake by 29% in Q1 2026, buying an estimated $110K and bringing the position to 26,830 shares worth $518K. The position accounts for 1.8% of the portfolio, ranked #17.

Laidlaw Wealth Management first reported a position in ET in Q1 2022 and has held it in 14 quarters since. The position peaked at $588K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Laidlaw Wealth Management held 26,830 shares of Energy Transfer Partners worth $518K as of Q1 2026.
Laidlaw Wealth Management bought 6,000 Energy Transfer Partners shares in Q1 2026, an estimated $110K.
Energy Transfer Partners made up 1.8% of Laidlaw Wealth Management's portfolio in Q1 2026, its #17 holding.
Laidlaw Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 14 quarters since.
Laidlaw Wealth Management's Energy Transfer Partners position peaked at $588K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.