Naviter Wealth’s Energy Transfer Partners ET Stock Holding History

Naviter Wealth’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	$331K	Buy	17,146 +6,750	+65%	+$124K	0.04%	229
2025 Q4	$171K	Buy	+10,396	New	+$173K	0.02%	270
2025 Q3	–	Sell	-21,500	Closed	-$390K	–	265
2025 Q2	$390K	Buy	21,500 +5,800	+37%	+$101K	0.05%	211
2025 Q1	$294K	Buy	+15,700	New	+$306K	0.04%	237
2023 Q3	–	Sell	-12,609	Closed	-$160K	–	222
2023 Q2	$160K	Hold	12,609	–	–	0.04%	223
2023 Q1	$157K	Buy	+12,609	New	+$159K	0.06%	184

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 $6.22B AUM 18.97% 1-Year Est. Return

Naviter Wealth's ET Position: Q1 2026 in Review

Naviter Wealth increased its Energy Transfer Partners (ET) stake by 65% in Q1 2026, buying an estimated $124K and bringing the position to 17,146 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #229.

Naviter Wealth first reported a position in ET in Q1 2023 and has held it in 6 quarters since. The position peaked at $390K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Naviter Wealth held 17,146 shares of Energy Transfer Partners worth $331K as of Q1 2026.
Naviter Wealth bought 6,750 Energy Transfer Partners shares in Q1 2026, an estimated $124K.
Energy Transfer Partners made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #229 holding.
Naviter Wealth first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 6 quarters since.
Naviter Wealth's Energy Transfer Partners position peaked at $390K in Q2 2025.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.