Michels Family Financial’s Energy Transfer Partners ET Stock Holding History

Michels Family Financial’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	$418K	Buy	21,673 +1,817	+9%	+$33.3K	0.3%	94
2025 Q4	$327K	Sell	19,856 -2,687	-12%	-$44.7K	0.24%	108
2025 Q3	$387K	Sell	22,543 -1,663	-7%	-$29.1K	0.3%	100
2025 Q2	$439K	Sell	24,206 -1,751	-7%	-$30.6K	0.37%	86
2025 Q1	$483K	Buy	25,957 +319	+1%	+$6.21K	0.44%	80
2024 Q4	$502K	Buy	+25,638	New	+$454K	0.46%	76

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

Michels Family Financial's ET Position: Q1 2026 in Review

Michels Family Financial increased its Energy Transfer Partners (ET) stake by 9.2% in Q1 2026, buying an estimated $33.3K and bringing the position to 21,673 shares worth $418K. The position accounts for 0.3% of the portfolio, ranked #94.

Michels Family Financial first reported a position in ET in Q4 2024 and has held it in 6 quarters since. The position peaked at $502K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Michels Family Financial held 21,673 shares of Energy Transfer Partners worth $418K as of Q1 2026.
Michels Family Financial bought 1,817 Energy Transfer Partners shares in Q1 2026, an estimated $33.3K.
Energy Transfer Partners made up 0.3% of Michels Family Financial's portfolio in Q1 2026, its #94 holding.
Michels Family Financial first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's Energy Transfer Partners position peaked at $502K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.