Medallion Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Medallion Wealth Advisors’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	$114K	Buy	5,922 +250	+4%	+$4.58K	0.04%	335
2025 Q4	$93.5K	Hold	5,672	–	–	0.03%	366
2025 Q3	$97.3K	Buy	5,672 +2,870	+102%	+$50.3K	0.03%	361
2025 Q2	$49.9K	Buy	+2,802	New	+$48.9K	0.02%	463

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

Medallion Wealth Advisors's ET Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Energy Transfer Partners (ET) stake by 4.4% in Q1 2026, buying an estimated $4.58K and bringing the position to 5,922 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #335.

Medallion Wealth Advisors first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Medallion Wealth Advisors held 5,922 shares of Energy Transfer Partners worth $114K as of Q1 2026.
Medallion Wealth Advisors bought 250 Energy Transfer Partners shares in Q1 2026, an estimated $4.58K.
Energy Transfer Partners made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #335 holding.
Medallion Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.