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MWM
Mattern Wealth Management’s
Energy Transfer Partners
ET
Stock Holding History
Mattern Wealth Management’s Portfolio
ET Stock Details
ET Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$941K
Buy
48,772
+2,000
+4%
+$36.6K
0.18%
62
2025
Q4
$771K
Buy
46,772
+2,350
+5%
+$39.1K
0.15%
68
2025
Q3
$762K
Buy
44,422
+2,900
+7%
+$50.8K
0.15%
68
2025
Q2
$753K
Sell
41,522
-3,500
-8%
-$61.1K
0.16%
71
2025
Q1
$837K
Buy
45,022
+1,934
+4%
+$37.7K
0.19%
74
2024
Q4
$844K
Buy
43,088
+3,400
+9%
+$60.2K
0.19%
74
2024
Q3
$637K
Buy
39,688
+3,700
+10%
+$59.5K
0.14%
88
2024
Q2
$584K
Sell
35,988
-255
-0.7%
-$4.01K
0.14%
93
2024
Q1
$570K
Buy
36,243
+6,691
+23%
+$97.5K
0.14%
99
2023
Q4
$408K
Hold
29,552
–
–
0.1%
120
2023
Q3
$415K
Buy
29,552
+3,852
+15%
+$51.1K
0.12%
114
2023
Q2
$326K
Hold
25,700
–
–
0.1%
130
2023
Q1
$320K
Buy
25,700
+1,500
+6%
+$19K
0.11%
136
2022
Q4
$287K
Sell
24,200
-1,000
-4%
-$12K
0.12%
135
2022
Q3
$278K
Hold
25,200
–
–
0.11%
125
2022
Q2
$251K
Buy
25,200
+4,500
+22%
+$50.4K
0.1%
129
2022
Q1
$232K
Buy
+20,700
New
+$205K
0.08%
146
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1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
EIP
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$6.22B AUM
18.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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