Pathstone Holdings
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Pathstone Holdings’s Energy Transfer Partners ET Stock Holding History

Pathstone Holdings’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
2024
Q3 		– Sell
-40,000
Closed -$2.9K – 2353
2024
Q2 		$2.9K Buy
+40,000
New +$629K ﹤0.01% 2304

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Goldman Sachs
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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

Pathstone Holdings's ET Position: Q1 2026 in Review

Pathstone Holdings increased its Energy Transfer Partners (ET) stake by 44% in Q1 2026, buying an estimated $7.57M and bringing the position to 1,343,586 shares worth $25.9M. The position accounts for 0.1% of the portfolio, ranked #147.

Pathstone Holdings first reported a position in ET in Q4 2023 and has held it in 10 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Pathstone Holdings held 1,343,586 shares of Energy Transfer Partners worth $25.9M as of Q1 2026.
  • Pathstone Holdings bought 413,532 Energy Transfer Partners shares in Q1 2026, an estimated $7.57M.
  • Energy Transfer Partners made up 0.1% of Pathstone Holdings's portfolio in Q1 2026, its #147 holding.
  • Pathstone Holdings first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 10 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.