Leo Wealth LLC’s Energy Transfer Partners ET Stock Holding History

Leo Wealth LLC’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	$522K	Sell	27,176 -13,966	-34%	-$256K	0.04%	258
2025 Q4	$678K	Buy	+41,142	New	+$685K	0.05%	220
2025 Q3	–	Sell	-41,167	Closed	-$746K	–	326
2025 Q2	$746K	Buy	+41,167	New	+$718K	0.06%	196
2025 Q1	–	Sell	-40,310	Closed	-$790K	–	308
2024 Q4	$790K	Buy	40,310 +2,735	+7%	+$48.4K	0.07%	179
2024 Q3	$603K	Buy	37,575 +24,944	+197%	+$401K	0.06%	204
2024 Q2	$207K	Buy	+12,631	New	+$199K	0.02%	314

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Leo Wealth LLC's ET Position: Q1 2026 in Review

Leo Wealth LLC reduced its Energy Transfer Partners (ET) stake by 34% in Q1 2026, selling an estimated $256K and leaving 27,176 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #258.

Leo Wealth LLC first reported a position in ET in Q2 2024 and has held it in 6 quarters since. The position peaked at $790K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Leo Wealth LLC held 27,176 shares of Energy Transfer Partners worth $522K as of Q1 2026.
Leo Wealth LLC sold 13,966 Energy Transfer Partners shares in Q1 2026, an estimated $256K.
Energy Transfer Partners made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #258 holding.
Leo Wealth LLC first reported a position in Energy Transfer Partners in Q2 2024 and has held it in 6 quarters since.
Leo Wealth LLC's Energy Transfer Partners position peaked at $790K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.