LPL Financial’s Energy Transfer Partners ET Stock Holding History

LPL Financial’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
2023 Q4	–	Sell	-11,600	Closed	-$163K	–	4826
2023 Q3	$163K	Buy	+11,600	New	+$154K	﹤0.01%	4305

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

LPL Financial's ET Position: Q1 2026 in Review

LPL Financial reduced its Energy Transfer Partners (ET) stake by 7.2% in Q1 2026, selling an estimated $10.2M and leaving 7,141,895 shares worth $138M. The position accounts for 0.04% of the portfolio, ranked #466.

LPL Financial first reported a position in ET in Q2 2013 and has held it in 52 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

LPL Financial held 7,141,895 shares of Energy Transfer Partners worth $138M as of Q1 2026.
LPL Financial sold 554,424 Energy Transfer Partners shares in Q1 2026, an estimated $10.2M.
Energy Transfer Partners made up 0.04% of LPL Financial's portfolio in Q1 2026, its #466 holding.
LPL Financial first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 52 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.