PWM
ET icon

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

Perigon 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 		$1.01M Buy
52,420
+7,785
+17% +$143K 0.02% 537
2025
Q4 		$736K Buy
44,635
+5,050
+13% +$84.1K 0.01% 641
2025
Q3 		$679K Buy
39,585
+644
+2% +$11.3K 0.01% 634
2025
Q2 		$706K Buy
38,941
+2,512
+7% +$43.8K 0.02% 579
2025
Q1 		$677K Sell
36,429
-498
-1% -$9.7K 0.02% 545
2024
Q4 		$748K Sell
36,927
-607
-2% -$10.7K 0.02% 520
2024
Q3 		$602K Buy
37,534
+3,068
+9% +$49.4K 0.02% 562
2024
Q2 		$559K Sell
34,466
-253
-0.7% -$3.98K 0.02% 507
2024
Q1 		$546K Sell
34,719
-1,300
-4% -$18.9K 0.02% 511
2023
Q4 		$497K Buy
36,019
+5,586
+18% +$75.9K 0.02% 503
2023
Q3 		$427K Buy
30,433
+2,800
+10% +$37.1K 0.02% 478
2023
Q2 		$351K Buy
27,633
+360
+1% +$4.56K 0.01% 558
2023
Q1 		$340K Buy
27,273
+1,030
+4% +$13K 0.02% 500
2022
Q4 		$312K Buy
+26,243
New +$315K 0.02% 517
2022
Q2 		– Sell
-10,964
Closed -$123K – 588
2022
Q1 		$123K Buy
+10,964
New +$109K 0.01% 585
2021
Q1 		– Sell
-4,564
Closed -$28K – 656
2020
Q4 		$28K Buy
+4,564
New +$27.6K ﹤0.01% 922
2018
Q2 		– Sell
-3,200
Closed -$45K – 351
2018
Q1 		$45K Hold
3,200
– – 0.02% 325
2017
Q4 		$55K Hold
3,200
– – 0.02% 276
2017
Q3 		$56K Buy
+3,200
New +$56K 0.02% 321

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

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

Perigon Wealth Management increased its Energy Transfer Partners (ET) stake by 17% in Q1 2026, buying an estimated $143K and bringing the position to 52,420 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #537.

Perigon Wealth Management first reported a position in ET in Q3 2017 and has held it in 19 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Perigon Wealth Management held 52,420 shares of Energy Transfer Partners worth $1.01M as of Q1 2026.
  • Perigon Wealth Management bought 7,785 Energy Transfer Partners shares in Q1 2026, an estimated $143K.
  • Energy Transfer Partners made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #537 holding.
  • Perigon Wealth Management first reported a position in Energy Transfer Partners in Q3 2017 and has held it in 19 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.