LMG Wealth Partners’s Energy Transfer Partners ET Stock Holding History

LMG Wealth 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	$1.16M	Hold	60,131	–	–	0.21%	95
2025 Q4	$992K	Hold	60,131	–	–	0.19%	94
2025 Q3	$1.03M	Hold	60,131	–	–	0.19%	96
2025 Q2	$1.09M	Sell	60,131 -12	-0%	-$209	0.22%	91
2025 Q1	$1.12M	Buy	60,143 +265	+0.4%	+$5.16K	0.25%	84
2024 Q4	$1.17M	Buy	+59,878	New	+$1.06M	0.26%	84
2023 Q1	–	Sell	-19,162	Closed	-$242K	–	107
2022 Q4	$242K	Buy	+19,162	New	+$230K	0.08%	98

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

LMG Wealth Partners's ET Position: Q1 2026 in Review

LMG Wealth Partners held its Energy Transfer Partners (ET) position steady in Q1 2026 at 60,131 shares worth $1.16M. The position accounts for 0.21% of the portfolio, ranked #95.

LMG Wealth Partners first reported a position in ET in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

LMG Wealth Partners held 60,131 shares of Energy Transfer Partners worth $1.16M as of Q1 2026.
LMG Wealth Partners left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.21% of LMG Wealth Partners's portfolio in Q1 2026, its #95 holding.
LMG Wealth Partners first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 7 quarters since.
LMG Wealth Partners's Energy Transfer Partners position peaked at $1.17M in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.