MSH Capital Advisors’s Energy Transfer Partners ET Stock Holding History

MSH Capital 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	$1.45M	Sell	75,042 -16,592	-18%	-$304K	0.31%	85
2025 Q4	$1.51M	Buy	91,634 +30,825	+51%	+$513K	0.32%	83
2025 Q3	$1.04M	Buy	60,809 +3,676	+6%	+$64.4K	0.28%	97
2025 Q2	$1.04M	Buy	57,133 +8,596	+18%	+$150K	0.3%	92
2025 Q1	$902K	Buy	48,537 +6,589	+16%	+$128K	0.28%	98
2024 Q4	$822K	Buy	41,948 +4,432	+12%	+$78.5K	0.26%	99
2024 Q3	$602K	Buy	37,516 +5,770	+18%	+$92.8K	0.18%	126
2024 Q2	$515K	Buy	31,746 +1,765	+6%	+$27.7K	0.17%	130
2024 Q1	$472K	Buy	29,981 +1,317	+5%	+$19.2K	0.17%	135
2023 Q4	$396K	Buy	28,664 +1,677	+6%	+$22.8K	0.15%	143
2023 Q3	$379K	Buy	26,987 +226	+0.8%	+$3K	0.15%	150
2023 Q2	$340K	Buy	26,761 +4,167	+18%	+$52.8K	0.12%	164
2023 Q1	$282K	Buy	22,594 +183	+0.8%	+$2.31K	0.12%	166
2022 Q4	$266K	Buy	22,411 +1,132	+5%	+$13.6K	0.12%	164
2022 Q3	$235K	Buy	21,279 +143	+0.7%	+$1.59K	0.12%	168
2022 Q2	$211K	Buy	21,136 +58	+0.3%	+$650	0.1%	181
2022 Q1	$236K	Buy	21,078 +5,303	+34%	+$52.6K	0.1%	181
2021 Q4	$130K	Buy	+15,775	New	+$143K	0.06%	177

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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 $6.22B AUM 18.97% 1-Year Est. Return

MSH Capital Advisors's ET Position: Q1 2026 in Review

MSH Capital Advisors reduced its Energy Transfer Partners (ET) stake by 18% in Q1 2026, selling an estimated $304K and leaving 75,042 shares worth $1.45M. The position accounts for 0.31% of the portfolio, ranked #85.

MSH Capital Advisors first reported a position in ET in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.51M in Q4 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

MSH Capital Advisors held 75,042 shares of Energy Transfer Partners worth $1.45M as of Q1 2026.
MSH Capital Advisors sold 16,592 Energy Transfer Partners shares in Q1 2026, an estimated $304K.
Energy Transfer Partners made up 0.31% of MSH Capital Advisors's portfolio in Q1 2026, its #85 holding.
MSH Capital Advisors first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's Energy Transfer Partners position peaked at $1.51M in Q4 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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