Legacy Wealth Management (Idaho)’s Energy Transfer Partners ET Stock Holding History

Legacy Wealth Management (Idaho)’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	$15.4K	Hold	800	–	–	0.01%	418
2025 Q4	$13.2K	Hold	800	–	–	0.01%	383
2025 Q3	$13.7K	Buy	800 +400	+100%	+$7.01K	0.01%	311
2025 Q2	$7.25K	Sell	400 -59	-13%	-$1.03K	﹤0.01%	356
2025 Q1	$8.53K	Buy	459 +400	+678%	+$7.79K	0.01%	360
2024 Q4	$1.18K	Hold	59	–	–	﹤0.01%	572
2024 Q3	$1.01K	Buy	+59	New	+$949	﹤0.01%	544

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

Legacy Wealth Management (Idaho)'s ET Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Energy Transfer Partners (ET) position steady in Q1 2026 at 800 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #418.

Legacy Wealth Management (Idaho) first reported a position in ET in Q3 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Legacy Wealth Management (Idaho) held 800 shares of Energy Transfer Partners worth $15.4K as of Q1 2026.
Legacy Wealth Management (Idaho) left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #418 holding.
Legacy Wealth Management (Idaho) first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 7 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.