Mountain Capital Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Mountain Capital 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	–	Sell	-12,007	Closed	-$216K	–	92
2025 Q4	$216K	Buy	12,007 +560	+5%	+$9.32K	0.03%	80
2025 Q3	$194K	Buy	+11,447	New	+$201K	0.03%	78
2017 Q4	–	Sell	-413	Closed	-$7K	–	150
2017 Q3	$7K	Buy	+413	New	+$7.22K	0.01%	312

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Mountain Capital Investment Advisors's ET Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 12,007 shares — an estimated $216K sold.

Mountain Capital Investment Advisors first reported a position in ET in Q3 2017 and held it in 3 quarters. The position peaked at $216K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Mountain Capital Investment Advisors reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
Mountain Capital Investment Advisors sold 12,007 Energy Transfer Partners shares in Q1 2026, an estimated $216K.
Mountain Capital Investment Advisors first reported a position in Energy Transfer Partners in Q3 2017 and held it in 3 quarters.
Mountain Capital Investment Advisors's Energy Transfer Partners position peaked at $216K in Q4 2025.
1,301 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.