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Longfellow Investment Management’s Energy Transfer Partners ET Stock Holding History

Longfellow Investment 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 		$42.2M Sell
2,188,737
-839,496
-28% -$15.4M 8.8% 1
2025
Q4 		$49.9M Buy
3,028,233
+1,090,165
+56% +$18.1M 11.26% 2
2025
Q3 		$33.3M Hold
1,938,068
– – 7.88% 4
2025
Q2 		$35.1M Hold
1,938,068
– – 8.69% 4
2025
Q1 		$36M Sell
1,938,068
-914,050
-32% -$17.8M 8.79% 4
2024
Q4 		$55.9M Sell
2,852,118
-104,766
-4% -$1.86M 14.37% 1
2024
Q3 		$47.5M Sell
2,956,884
-387,046
-12% -$6.23M 11.88% 2
2024
Q2 		$54.2M Sell
3,343,930
-902,246
-21% -$14.2M 13.62% 2
2024
Q1 		$66.8M Hold
4,246,176
– – 15.11% 2
2023
Q4 		$58.6M Buy
4,246,176
+986,686
+30% +$13.4M 14.46% 2
2023
Q3 		$45.7M Sell
3,259,490
-162,421
-5% -$2.15M 12.11% 2
2023
Q2 		$43.5M Hold
3,421,911
– – 9.98% 3
2023
Q1 		$42.7M Hold
3,421,911
– – 9.76% 3
2022
Q4 		$40.6M Hold
3,421,911
– – 9.2% 3
2022
Q3 		$37.7M Hold
3,421,911
– – 7.72% 3
2022
Q2 		$34.2M Hold
3,421,911
– – 7.38% 4
2022
Q1 		$38.3M Sell
3,421,911
-551,929
-14% -$5.47M 6.18% 3
2021
Q4 		$32.7M Buy
3,973,840
+723,524
+22% +$6.57M 5.32% 4
2021
Q3 		$31.1M Hold
3,250,316
– – 5.09% 4
2021
Q2 		$34.6M Buy
3,250,316
+133,000
+4% +$1.27M 4.9% 4
2021
Q1 		$23.9M Buy
3,117,316
+525,239
+20% +$3.84M 2.88% 6
2020
Q4 		$16M Buy
+2,592,077
New +$15.7M 1.94% 9

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Longfellow Investment Management's ET Position: Q1 2026 in Review

Longfellow Investment Management reduced its Energy Transfer Partners (ET) stake by 28% in Q1 2026, selling an estimated $15.4M and leaving 2,188,737 shares worth $42.2M. The position accounts for 8.8% of the portfolio, ranked #1.

Longfellow Investment Management first reported a position in ET in Q4 2020 and has held it in 22 quarters since. The position peaked at $66.8M in Q1 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Longfellow Investment Management held 2,188,737 shares of Energy Transfer Partners worth $42.2M as of Q1 2026.
  • Longfellow Investment Management sold 839,496 Energy Transfer Partners shares in Q1 2026, an estimated $15.4M.
  • Energy Transfer Partners made up 8.8% of Longfellow Investment Management's portfolio in Q1 2026, its #1 holding.
  • Longfellow Investment Management first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 22 quarters since.
  • Longfellow Investment Management's Energy Transfer Partners position peaked at $66.8M in Q1 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.