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

Meridian 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	$1.32M	Sell	68,365 -63	-0.1%	-$1.15K	0.17%	82
2025 Q4	$1.13M	Hold	68,428	–	–	0.16%	81
2025 Q3	$1.17M	Sell	68,428 -1,500	-2%	-$26.3K	0.17%	76
2025 Q2	$1.27M	Hold	69,928	–	–	0.2%	72
2025 Q1	$1.3M	Buy	69,928 +3,700	+6%	+$72.1K	0.22%	69
2024 Q4	$1.3M	Buy	66,228 +5,174	+8%	+$91.6K	0.21%	72
2024 Q3	$980K	Hold	61,054	–	–	0.16%	82
2024 Q2	$990K	Hold	61,054	–	–	0.18%	83
2024 Q1	$960K	Hold	61,054	–	–	0.18%	85
2023 Q4	$843K	Sell	61,054 -17	-0%	-$231	0.18%	86
2023 Q3	$857K	Buy	61,071 +17	+0%	+$225	0.21%	80
2023 Q2	$775K	Hold	61,054	–	–	0.19%	89
2023 Q1	$761K	Hold	61,054	–	–	0.19%	92
2022 Q4	$725K	Hold	61,054	–	–	0.19%	94
2022 Q3	$673K	Hold	61,054	–	–	0.19%	94
2022 Q2	$609K	Hold	61,054	–	–	0.16%	107
2022 Q1	$683K	Sell	61,054 -5,699	-9%	-$56.5K	0.16%	107
2021 Q4	$549K	Hold	66,753	–	–	0.13%	121
2021 Q3	$640K	Hold	66,753	–	–	0.18%	101
2021 Q2	$710K	Hold	66,753	–	–	0.2%	94
2021 Q1	$513K	Hold	66,753	–	–	0.17%	105
2020 Q4	$412K	Sell	66,753 -1,536	-2%	-$9.29K	0.15%	115
2020 Q3	$370K	Buy	68,289 +7,235	+12%	+$45.9K	0.16%	114
2020 Q2	$435K	Sell	61,054 -7,235	-11%	-$53.6K	0.2%	100
2020 Q1	$314K	Buy	+68,289	New	+$728K	0.17%	100
2019 Q1	–	Sell	-7,560	Closed	-$100K	–	213
2018 Q4	$100K	Buy	+7,560	New	+$115K	0.08%	173

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

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

Meridian Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 0.09% in Q1 2026, selling an estimated $1.15K and leaving 68,365 shares worth $1.32M. The position accounts for 0.17% of the portfolio, ranked #82.

Meridian Wealth Advisors first reported a position in ET in Q4 2018 and has held it in 26 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Meridian Wealth Advisors held 68,365 shares of Energy Transfer Partners worth $1.32M as of Q1 2026.
Meridian Wealth Advisors sold 63 Energy Transfer Partners shares in Q1 2026, an estimated $1.15K.
Energy Transfer Partners made up 0.17% of Meridian Wealth Advisors's portfolio in Q1 2026, its #82 holding.
Meridian Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 26 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.