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

Partners 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
Q3 		– Sell
-10,101
Closed -$193K – 481
2026
Q2 		$193K Buy
10,101
+20
+0.2% +$387 0.19% 107
2026
Q1 		$195K Buy
+10,081
New +$185K 0.2% 108
2025
Q3 		– Sell
-11,135
Closed -$209K – 126
2025
Q2 		$209K Hold
11,135
– – 0.24% 108
2025
Q1 		$207K Buy
11,135
+450
+4% +$8.77K 0.23% 107
2024
Q4 		$209K Buy
+10,685
New +$189K 0.24% 105

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Partners Wealth Management's ET Position: Q3 2026 in Review

Partners Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2026, closing a stake of 10,101 shares — an estimated $193K sold.

Partners Wealth Management first reported a position in ET in Q4 2024 and held it in 5 quarters. The position peaked at $209K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Partners Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2026 after selling out during the quarter.
  • Partners Wealth Management sold 10,101 Energy Transfer Partners shares in Q3 2026, an estimated $193K.
  • Partners Wealth Management first reported a position in Energy Transfer Partners in Q4 2024 and held it in 5 quarters.
  • Partners Wealth Management's Energy Transfer Partners position peaked at $209K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.