Level Four Advisory Services’s Energy Transfer Partners ET Stock Holding History

Level Four Advisory Services’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	$3.18M	Sell	164,961 -22,105	-12%	-$405K	0.1%	229
2025 Q4	$3.08M	Sell	187,066 -4,699	-2%	-$78.2K	0.1%	224
2025 Q3	$3.29M	Buy	191,765 +1,007	+0.5%	+$17.7K	0.11%	212
2025 Q2	$3.46M	Buy	190,758 +35,130	+23%	+$613K	0.13%	199
2025 Q1	$2.89M	Buy	155,628 +26,334	+20%	+$513K	0.12%	209
2024 Q4	$2.53M	Buy	129,294 +92,232	+249%	+$1.63M	0.1%	215
2024 Q3	$611K	Buy	37,062 +2,803	+8%	+$45.1K	0.03%	463
2024 Q2	$556K	Sell	34,259 -27,348	-44%	-$430K	0.03%	462
2024 Q1	$850K	Hold	61,607	–	–	0.05%	335
2023 Q4	$850K	Buy	61,607 +3,804	+7%	+$51.7K	0.05%	330
2023 Q3	$811K	Buy	57,803 +3,028	+6%	+$40.2K	0.05%	328
2023 Q2	$696K	Buy	54,775 +9,782	+22%	+$124K	0.04%	379
2023 Q1	$561K	Sell	44,993 -22,502	-33%	-$284K	0.04%	395
2022 Q4	$801K	Buy	67,495 +15,158	+29%	+$182K	0.06%	293
2022 Q3	$577K	Buy	52,337 +2,090	+4%	+$23.3K	0.06%	287
2022 Q2	$501K	Buy	50,247 +3,805	+8%	+$42.6K	0.05%	334
2022 Q1	$520K	Sell	46,442 -217	-0.5%	-$2.15K	0.04%	382
2021 Q4	$384K	Buy	46,659 +36,153	+344%	+$329K	0.03%	462
2021 Q3	$101K	Buy	+10,506	New	+$101K	0.01%	456
2021 Q1	–	Sell	-14,375	Closed	-$89K	–	638
2020 Q4	$89K	Sell	14,375 -3,743	-21%	-$22.6K	0.01%	582
2020 Q3	$98K	Buy	+18,118	New	+$115K	0.01%	530
2020 Q2	–	Sell	-18,036	Closed	-$84K	–	573
2020 Q1	$84K	Buy	+18,036	New	+$192K	0.01%	473
2019 Q4	–	Sell	-15,736	Closed	-$206K	–	567
2019 Q3	$206K	Sell	15,736 -985	-6%	-$13.7K	0.02%	474
2019 Q2	$237K	Sell	16,721 -826	-5%	-$12.2K	0.02%	462
2019 Q1	$269K	Sell	17,547 -16,095	-48%	-$239K	0.03%	434
2018 Q4	$444K	Buy	+33,642	New	+$511K	0.06%	320
2018 Q3	–	Sell	-72,782	Closed	-$1.26M	–	595
2018 Q2	$1.26M	Sell	72,782 -8,595	-11%	-$141K	0.09%	208
2018 Q1	$1.16M	Buy	81,377 +458	+0.6%	+$7.61K	0.09%	209
2017 Q4	$1.4M	Sell	80,919 -32,176	-28%	-$548K	0.11%	173
2017 Q3	$1.97M	Buy	113,095 +37,076	+49%	+$649K	0.17%	115
2017 Q2	$1.45M	Sell	76,019 -68,677	-47%	-$1.22M	0.22%	108
2017 Q1	$2.81M	Sell	144,696 -56,776	-28%	-$1.07M	0.29%	80
2016 Q4	$3.89M	Buy	+201,472	New	+$3.36M	0.5%	35

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

Level Four Advisory Services's ET Position: Q1 2026 in Review

Level Four Advisory Services reduced its Energy Transfer Partners (ET) stake by 12% in Q1 2026, selling an estimated $405K and leaving 164,961 shares worth $3.18M. The position accounts for 0.1% of the portfolio, ranked #229.

Level Four Advisory Services first reported a position in ET in Q4 2016 and has held it in 33 quarters since. The position peaked at $3.89M in Q4 2016. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Level Four Advisory Services held 164,961 shares of Energy Transfer Partners worth $3.18M as of Q1 2026.
Level Four Advisory Services sold 22,105 Energy Transfer Partners shares in Q1 2026, an estimated $405K.
Energy Transfer Partners made up 0.1% of Level Four Advisory Services's portfolio in Q1 2026, its #229 holding.
Level Four Advisory Services first reported a position in Energy Transfer Partners in Q4 2016 and has held it in 33 quarters since.
Level Four Advisory Services's Energy Transfer Partners position peaked at $3.89M in Q4 2016.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.