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NewEdge Wealth’s Energy Transfer Partners ET Stock Holding History

NewEdge 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 		$3.33M Sell
172,289
-6,725
-4% -$123K 0.04% 305
2025
Q4 		$2.95M Hold
179,014
– – 0.03% 353
2025
Q3 		$3.03M Buy
179,014
+38,792
+28% +$680K 0.04% 305
2025
Q2 		$2.47M Sell
140,222
-2,618
-2% -$45.7K 0.04% 335
2025
Q1 		$2.66M Buy
142,840
+66,643
+87% +$1.3M 0.05% 293
2024
Q4 		$1.49M Buy
76,197
+600
+0.8% +$10.6K 0.03% 416
2024
Q3 		$1.21M Buy
75,597
+7,190
+11% +$116K 0.02% 436
2024
Q2 		$1.11M Hold
68,407
– – 0.02% 400
2024
Q1 		$1.08M Hold
68,407
– – 0.02% 415
2023
Q4 		$944K Sell
68,407
-1,841
-3% -$25K 0.02% 411
2023
Q3 		$986K Buy
70,248
+1,500
+2% +$19.9K 0.03% 360
2023
Q2 		$873K Buy
68,748
+1,500
+2% +$19K 0.03% 370
2023
Q1 		$839K Buy
67,248
+19,361
+40% +$245K 0.03% 337
2022
Q4 		$568K Buy
47,887
+30,017
+168% +$360K 0.02% 354
2022
Q3 		$197K Sell
17,870
-7,642
-30% -$85.1K 0.01% 496
2022
Q2 		$255K Hold
25,512
– – 0.01% 491
2022
Q1 		$285K Sell
25,512
-349,388
-93% -$3.46M 0.01% 363
2021
Q4 		$3.08M Buy
+374,900
New +$3.41M 0.13% 132

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 21.71% 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

NewEdge Wealth's ET Position: Q1 2026 in Review

NewEdge Wealth reduced its Energy Transfer Partners (ET) stake by 3.8% in Q1 2026, selling an estimated $123K and leaving 172,289 shares worth $3.33M. The position accounts for 0.04% of the portfolio, ranked #305.

NewEdge Wealth first reported a position in ET in Q4 2021 and has held it in 18 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • NewEdge Wealth held 172,289 shares of Energy Transfer Partners worth $3.33M as of Q1 2026.
  • NewEdge Wealth sold 6,725 Energy Transfer Partners shares in Q1 2026, an estimated $123K.
  • Energy Transfer Partners made up 0.04% of NewEdge Wealth's portfolio in Q1 2026, its #305 holding.
  • NewEdge Wealth first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 18 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.