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

Mindset 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 		$319K Hold
16,540
– – 0.09% 119
2025
Q4 		$273K Buy
16,540
+2,200
+15% +$36.6K 0.07% 146
2025
Q3 		$246K Buy
+14,340
New +$251K 0.07% 143
2024
Q4 		– Sell
-10,634
Closed -$171K – 140
2024
Q3 		$171K Buy
+10,634
New +$171K 0.07% 121

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

Mindset Wealth Management's ET Position: Q1 2026 in Review

Mindset Wealth Management held its Energy Transfer Partners (ET) position steady in Q1 2026 at 16,540 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #119.

Mindset Wealth Management first reported a position in ET in Q3 2024 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Mindset Wealth Management held 16,540 shares of Energy Transfer Partners worth $319K as of Q1 2026.
  • Mindset Wealth Management left its Energy Transfer Partners share count unchanged in Q1 2026.
  • Energy Transfer Partners made up 0.09% of Mindset Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Mindset Wealth Management first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 4 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.