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

Mission 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 		$792K Sell
41,025
-100
-0.2% -$1.83K 0.02% 372
2025
Q4 		$678K Buy
41,125
+711
+2% +$11.8K 0.01% 415
2025
Q3 		$694K Sell
40,414
-11,120
-22% -$195K 0.01% 407
2025
Q2 		$934K Sell
51,534
-1,447
-3% -$25.3K 0.02% 341
2025
Q1 		$985K Buy
52,981
+953
+2% +$18.6K 0.02% 303
2024
Q4 		$1.02M Buy
52,028
+2,612
+5% +$46.3K 0.02% 285
2024
Q3 		$793K Buy
49,416
+3,842
+8% +$61.8K 0.02% 339
2024
Q2 		$739K Buy
45,574
+16,521
+57% +$260K 0.02% 330
2024
Q1 		$457K Buy
29,053
+10,294
+55% +$150K 0.01% 456
2023
Q4 		$259K Buy
18,759
+1,429
+8% +$19.4K 0.01% 505
2023
Q3 		$243K Buy
17,330
+1,262
+8% +$16.7K 0.01% 478
2023
Q2 		$204K Buy
16,068
+5,385
+50% +$68.2K 0.01% 519
2023
Q1 		$133K Buy
+10,683
New +$135K 0.01% 520
2020
Q4 		– Sell
-15,078
Closed -$82K – 412
2020
Q3 		$82K Sell
15,078
-1,122
-7% -$7.12K 0.01% 354
2020
Q2 		$115K Buy
+16,200
New +$120K 0.01% 330
2016
Q4 		– Sell
-12,417
Closed -$208K – 179
2016
Q3 		$208K Sell
12,417
-4,373
-26% -$73.8K 0.05% 158
2016
Q2 		$241K Buy
+16,790
New +$200K 0.06% 129

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

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

Mission Wealth Management reduced its Energy Transfer Partners (ET) stake by 0.24% in Q1 2026, selling an estimated $1.83K and leaving 41,025 shares worth $792K. The position accounts for 0.02% of the portfolio, ranked #372.

Mission Wealth Management first reported a position in ET in Q2 2016 and has held it in 17 quarters since. The position peaked at $1.02M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Mission Wealth Management held 41,025 shares of Energy Transfer Partners worth $792K as of Q1 2026.
  • Mission Wealth Management sold 100 Energy Transfer Partners shares in Q1 2026, an estimated $1.83K.
  • Energy Transfer Partners made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #372 holding.
  • Mission Wealth Management first reported a position in Energy Transfer Partners in Q2 2016 and has held it in 17 quarters since.
  • Mission Wealth Management's Energy Transfer Partners position peaked at $1.02M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.