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

Meridian Wealth Management’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 		$1.39M Sell
71,859
-3,666
-5% -$67.1K 0.05% 295
2025
Q4 		$1.25M Sell
75,525
-32,269
-30% -$537K 0.04% 307
2025
Q3 		$1.85M Sell
107,794
-8,883
-8% -$156K 0.07% 232
2025
Q2 		$2.12M Buy
116,677
+6,381
+6% +$111K 0.09% 196
2025
Q1 		$2.05M Buy
110,296
+780
+0.7% +$15.2K 0.1% 180
2024
Q4 		$2.15M Buy
109,516
+1,989
+2% +$35.2K 0.1% 180
2024
Q3 		$1.73M Sell
107,527
-1,594
-1% -$25.6K 0.08% 199
2024
Q2 		$1.77M Buy
+109,121
New +$1.71M 0.21% 85
2024
Q1 		– Sell
-106,912
Closed -$1.48M – 294
2023
Q4 		$1.48M Buy
106,912
+8,694
+9% +$118K 0.09% 205
2023
Q3 		$1.38M Buy
98,218
+11,014
+13% +$146K 0.08% 195
2023
Q2 		$1.11M Buy
87,204
+17,856
+26% +$226K 0.09% 175
2023
Q1 		$865K Buy
69,348
+13,199
+24% +$167K 0.08% 227
2022
Q4 		$666K Sell
56,149
-4,007
-7% -$48.1K 0.07% 258
2022
Q3 		$664K Buy
60,156
+7,038
+13% +$78.4K 0.07% 237
2022
Q2 		$530K Sell
53,118
-11,245
-17% -$126K 0.04% 336
2022
Q1 		$720K Buy
64,363
+2,010
+3% +$19.9K 0.08% 190
2021
Q4 		$513K Buy
62,353
+9,375
+18% +$85.2K 0.05% 242
2021
Q3 		$507K Buy
52,978
+74
+0.1% +$710 0.06% 223
2021
Q2 		$562K Sell
52,904
-6,355
-11% -$60.9K 0.07% 208
2021
Q1 		$455K Sell
59,259
-10,184
-15% -$74.4K 0.07% 225
2020
Q4 		$429K Buy
69,443
+7,409
+12% +$44.8K 0.07% 211
2020
Q3 		$336K Buy
+62,034
New +$394K 0.08% 178
2019
Q1 		– Sell
-13,202
Closed -$174K – 200
2018
Q4 		$174K Buy
13,202
+786
+6% +$11.9K 0.1% 150
2018
Q3 		$216K Buy
+12,416
New +$221K 0.09% 155
2018
Q2 		– Sell
-12,416
Closed -$176K – 186
2018
Q1 		$176K Buy
+12,416
New +$206K 0.09% 174
2017
Q2 		– Sell
-12,695
Closed -$250K – 167
2017
Q1 		$250K Buy
+12,695
New +$239K 0.15% 139

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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 Management's ET Position: Q1 2026 in Review

Meridian Wealth Management reduced its Energy Transfer Partners (ET) stake by 4.9% in Q1 2026, selling an estimated $67.1K and leaving 71,859 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #295.

Meridian Wealth Management first reported a position in ET in Q1 2017 and has held it in 26 quarters since. The position peaked at $2.15M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Meridian Wealth Management held 71,859 shares of Energy Transfer Partners worth $1.39M as of Q1 2026.
  • Meridian Wealth Management sold 3,666 Energy Transfer Partners shares in Q1 2026, an estimated $67.1K.
  • Energy Transfer Partners made up 0.05% of Meridian Wealth Management's portfolio in Q1 2026, its #295 holding.
  • Meridian Wealth Management first reported a position in Energy Transfer Partners in Q1 2017 and has held it in 26 quarters since.
  • Meridian Wealth Management's Energy Transfer Partners position peaked at $2.15M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.