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Moneta Group Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Moneta Group Investment 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 		$26.1M Buy
1,350,371
+6,732
+0.5% +$123K 0.2% 63
2025
Q4 		$22.2M Sell
1,343,639
-18,686
-1% -$311K 0.17% 64
2025
Q3 		$23.4M Sell
1,362,325
-1,677
-0.1% -$29.4K 0.19% 61
2025
Q2 		$24.7M Buy
1,364,002
+70,454
+5% +$1.23M 0.29% 56
2025
Q1 		$24M Sell
1,293,548
-17,497
-1% -$341K 0.33% 52
2024
Q4 		$25.7M Buy
1,311,045
+20,151
+2% +$357K 0.36% 50
2024
Q3 		$20.7M Sell
1,290,894
-19,527
-1% -$314K 0.3% 56
2024
Q2 		$21.3M Sell
1,310,421
-4,707
-0.4% -$74K 0.34% 52
2024
Q1 		$20.7M Buy
1,315,128
+30,114
+2% +$439K 0.34% 52
2023
Q4 		$17.7M Buy
1,285,014
+1,120,261
+680% +$15.2M 0.35% 51
2023
Q3 		$2.31M Buy
164,753
+1,896
+1% +$25.1K 0.05% 153
2023
Q2 		$2.07M Buy
162,857
+25,397
+18% +$322K 0.05% 162
2023
Q1 		$1.71M Buy
137,460
+18,260
+15% +$231K 0.04% 176
2022
Q4 		$1.58M Sell
119,200
-14,164
-11% -$170K 0.04% 169
2022
Q3 		$1.47M Sell
133,364
-13,229
-9% -$147K 0.06% 155
2022
Q2 		$1.46M Buy
146,593
+13,260
+10% +$149K 0.05% 173
2022
Q1 		$1.49M Buy
133,333
+40
+0% +$397 0.06% 161
2021
Q4 		$1.1M Sell
133,293
-27,041
-17% -$246K 0.04% 190
2021
Q3 		$1.54M Sell
160,334
-1,284
-0.8% -$12.3K 0.07% 147
2021
Q2 		$1.72M Buy
161,618
+550
+0.3% +$5.27K 0.08% 148
2021
Q1 		$1.24M Sell
161,068
-4,951
-3% -$36.2K 0.07% 157
2020
Q4 		$1.03M Buy
166,019
+22,846
+16% +$138K 0.07% 146
2020
Q3 		$776K Buy
143,173
+132,639
+1,259% +$842K 0.07% 138
2020
Q2 		$75K Sell
10,534
-2,727
-21% -$20.2K 0.01% 249
2020
Q1 		$61K Buy
+13,261
New +$141K 0.01% 228
2019
Q1 		– Sell
-19,304
Closed -$255K – 259
2018
Q4 		$255K Buy
+19,304
New +$293K 0.03% 183
2016
Q1 		– Sell
-10,300
Closed -$142K – 167
2015
Q4 		$142K Buy
10,300
+8,000
+348% +$149K 0.03% 134
2015
Q3 		$48K Buy
+2,300
New +$64.9K 0.01% 238

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 23.41% 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

Moneta Group Investment Advisors's ET Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Energy Transfer Partners (ET) stake by 0.5% in Q1 2026, buying an estimated $123K and bringing the position to 1,350,371 shares worth $26.1M. The position accounts for 0.2% of the portfolio, ranked #63.

Moneta Group Investment Advisors first reported a position in ET in Q3 2015 and has held it in 28 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Moneta Group Investment Advisors held 1,350,371 shares of Energy Transfer Partners worth $26.1M as of Q1 2026.
  • Moneta Group Investment Advisors bought 6,732 Energy Transfer Partners shares in Q1 2026, an estimated $123K.
  • Energy Transfer Partners made up 0.2% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Moneta Group Investment Advisors first reported a position in Energy Transfer Partners in Q3 2015 and has held it in 28 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.