Northcape Wealth Management’s Energy Transfer Partners ET Stock Holding History

Northcape Wealth Management’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	$239K	Buy	12,400 +400	+3%	+$7.32K	0.07%	131
2025 Q4	$198K	Hold	12,000	–	–	0.06%	136
2025 Q3	$206K	Buy	12,000 +500	+4%	+$8.76K	0.06%	138
2025 Q2	$208K	Hold	11,500	–	–	0.06%	136
2025 Q1	$214K	Buy	+11,500	New	+$224K	0.07%	130

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

Northcape Wealth Management's ET Position: Q1 2026 in Review

Northcape Wealth Management increased its Energy Transfer Partners (ET) stake by 3.3% in Q1 2026, buying an estimated $7.32K and bringing the position to 12,400 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #131.

Northcape Wealth Management first reported a position in ET in Q1 2025 and has held it in 5 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Northcape Wealth Management held 12,400 shares of Energy Transfer Partners worth $239K as of Q1 2026.
Northcape Wealth Management bought 400 Energy Transfer Partners shares in Q1 2026, an estimated $7.32K.
Energy Transfer Partners made up 0.07% of Northcape Wealth Management's portfolio in Q1 2026, its #131 holding.
Northcape Wealth Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 5 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.