Mount Yale Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Mount Yale 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	$2.18M	Buy	112,836 +21,004	+23%	+$385K	0.05%	347
2025 Q4	$1.51M	Sell	91,832 -426	-0.5%	-$7.09K	0.07%	238
2025 Q3	$1.58M	Buy	92,258 +92,158	+92,158%	+$1.62M	0.11%	202
2025 Q2	$1.81K	Buy	+100	New	+$1.75K	﹤0.01%	1345
2019 Q4	–	Sell	-11,088	Closed	-$129K	–	327
2019 Q3	$129K	Hold	11,088	–	–	0.02%	300
2019 Q2	$148K	Buy	11,088 +680	+7%	+$10.1K	0.03%	295
2019 Q1	$160K	Buy	+10,408	New	+$155K	0.03%	292
2018 Q4	–	Sell	-10,063	Closed	-$161K	–	462
2018 Q3	$161K	Buy	10,063 +4,473	+80%	+$79.4K	0.03%	323
2018 Q2	$96K	Hold	5,590	–	–	0.02%	470
2018 Q1	$79K	Buy	+5,590	New	+$92.9K	0.02%	520

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

Mount Yale Investment Advisors's ET Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Energy Transfer Partners (ET) stake by 23% in Q1 2026, buying an estimated $385K and bringing the position to 112,836 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #347.

Mount Yale Investment Advisors first reported a position in ET in Q1 2018 and has held it in 10 quarters since. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Mount Yale Investment Advisors held 112,836 shares of Energy Transfer Partners worth $2.18M as of Q1 2026.
Mount Yale Investment Advisors bought 21,004 Energy Transfer Partners shares in Q1 2026, an estimated $385K.
Energy Transfer Partners made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #347 holding.
Mount Yale Investment Advisors first reported a position in Energy Transfer Partners in Q1 2018 and has held it in 10 quarters since.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.