M Holdings Securities’s Energy Transfer Partners ET Stock Holding History

M Holdings Securities’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	–	Sell	-17,304	Closed	-$285K	–	296
2025 Q4	$285K	Buy	+17,304	New	+$288K	0.02%	279
2024 Q3	–	Sell	-32,096	Closed	-$521K	–	172
2024 Q2	$521K	Buy	+32,096	New	+$504K	0.07%	155
2019 Q3	–	Sell	-23,247	Closed	-$327K	–	165
2019 Q2	$327K	Sell	23,247 -286	-1%	-$4.23K	0.11%	143
2019 Q1	$362K	Sell	23,533 -1,186	-5%	-$17.6K	0.08%	252
2018 Q4	$327K	Buy	+24,719	New	+$375K	0.1%	234
2014 Q4	–	Sell	-2,776	Closed	-$86K	–	252
2014 Q3	$86K	Buy	+2,776	New	+$81.5K	0.05%	310
2014 Q1	–	Sell	-17,276	Closed	-$353K	–	168
2013 Q4	$353K	Buy	+17,276	New	+$311K	0.25%	102

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

M Holdings Securities's ET Position: Q1 2026 in Review

M Holdings Securities sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 17,304 shares — an estimated $285K sold.

M Holdings Securities first reported a position in ET in Q4 2013 and held it in 7 quarters. The position peaked at $521K in Q2 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

M Holdings Securities reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
M Holdings Securities sold 17,304 Energy Transfer Partners shares in Q1 2026, an estimated $285K.
M Holdings Securities first reported a position in Energy Transfer Partners in Q4 2013 and held it in 7 quarters.
M Holdings Securities's Energy Transfer Partners position peaked at $521K in Q2 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.