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Perennial Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Perennial Investment Advisors’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 		$242K Sell
12,529
-831
-6% -$15.2K 0.02% 445
2025
Q4 		$220K Buy
13,360
+27
+0.2% +$449 0.02% 448
2025
Q3 		$229K Sell
13,333
-730
-5% -$12.8K 0.02% 431
2025
Q2 		$255K Buy
14,063
+24
+0.2% +$419 0.02% 389
2025
Q1 		$261K Buy
14,039
+96
+0.7% +$1.87K 0.03% 345
2024
Q4 		$273K Buy
13,943
+24
+0.2% +$425 0.03% 318
2024
Q3 		$223K Sell
13,919
-1,280
-8% -$20.6K 0.03% 345
2024
Q2 		$247K Buy
15,199
+25
+0.2% +$393 0.04% 311
2024
Q1 		$239K Buy
15,174
+126
+0.8% +$1.83K 0.04% 290
2023
Q4 		$208K Buy
15,048
+127
+0.9% +$1.73K 0.03% 303
2023
Q3 		$209K Sell
14,921
-372
-2% -$4.93K 0.04% 300
2023
Q2 		$194K Buy
15,293
+123
+0.8% +$1.56K 0.03% 318
2023
Q1 		$189K Buy
15,170
+26
+0.2% +$329 0.04% 320
2022
Q4 		$180K Sell
15,144
-1,249
-8% -$15K 0.07% 208
2022
Q3 		$181K Buy
16,393
+20
+0.1% +$223 0.08% 188
2022
Q2 		$164K Buy
16,373
+2,449
+18% +$27.4K 0.06% 193
2022
Q1 		$155K Sell
13,924
-728
-5% -$7.22K 0.05% 212
2021
Q4 		$120K Buy
14,652
+918
+7% +$8.34K 0.04% 220
2021
Q3 		$131K Buy
13,734
+16
+0.1% +$154 0.05% 214
2021
Q2 		$146K Buy
13,718
+503
+4% +$4.82K 0.05% 210
2021
Q1 		$101K Buy
13,215
+616
+5% +$4.5K 0.04% 198
2020
Q4 		$78K Buy
+12,599
New +$76.2K 0.03% 174

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 23.41% 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

Perennial Investment Advisors's ET Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Energy Transfer Partners (ET) stake by 6.2% in Q1 2026, selling an estimated $15.2K and leaving 12,529 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #445.

Perennial Investment Advisors first reported a position in ET in Q4 2020 and has held it in 22 quarters since. The position peaked at $273K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Perennial Investment Advisors held 12,529 shares of Energy Transfer Partners worth $242K as of Q1 2026.
  • Perennial Investment Advisors sold 831 Energy Transfer Partners shares in Q1 2026, an estimated $15.2K.
  • Energy Transfer Partners made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #445 holding.
  • Perennial Investment Advisors first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 22 quarters since.
  • Perennial Investment Advisors's Energy Transfer Partners position peaked at $273K in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.