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Personal CFO Solutions’s Energy Transfer Partners ET Stock Holding History

Personal CFO Solutions’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 		$1.54M Buy
79,918
+13
+0% +$238 0.22% 75
2025
Q4 		$1.32M Buy
79,905
+14
+0% +$233 0.21% 85
2025
Q3 		$1.37M Buy
79,891
+1,014
+1% +$17.8K 0.24% 78
2025
Q2 		$1.43M Sell
78,877
-3,157
-4% -$55.1K 0.26% 74
2025
Q1 		$1.53M Sell
82,034
-157
-0.2% -$3.06K 0.31% 66
2024
Q4 		$1.61M Sell
82,191
-1,574
-2% -$27.9K 0.32% 58
2024
Q3 		$1.34M Buy
83,765
+10,013
+14% +$161K 0.19% 104
2024
Q2 		$1.2M Buy
73,752
+14,938
+25% +$235K 0.18% 104
2024
Q1 		$925K Buy
58,814
+14
+0% +$204 0.14% 139
2023
Q4 		$811K Buy
58,800
+340
+0.6% +$4.62K 0.14% 155
2023
Q3 		$820K Buy
58,460
+14
+0% +$186 0.16% 123
2023
Q2 		$742K Sell
58,446
-809
-1% -$10.3K 0.15% 136
2023
Q1 		$739K Buy
59,255
+10,037
+20% +$127K 0.15% 130
2022
Q4 		$584K Buy
49,218
+1,012
+2% +$12.1K 0.12% 166
2022
Q3 		$532K Buy
48,206
+180
+0.4% +$2K 0.13% 144
2022
Q2 		$479K Buy
48,026
+10
+0% +$112 0.11% 163
2022
Q1 		$537K Buy
48,016
+10,595
+28% +$105K 0.11% 183
2021
Q4 		$308K Sell
37,421
-2,603
-7% -$23.7K 0.06% 316
2021
Q3 		$383K Sell
40,024
-1,955
-5% -$18.8K 0.08% 228
2021
Q2 		$446K Sell
41,979
-992
-2% -$9.5K 0.09% 207
2021
Q1 		$330K Buy
42,971
+10,830
+34% +$79.1K 0.07% 232
2020
Q4 		$199K Sell
32,141
-2,126
-6% -$12.9K 0.05% 356
2020
Q3 		$0 Sell
34,267
-2,051
-6% -$13K ﹤0.01% 200
2020
Q2 		$259K Buy
36,318
+8,596
+31% +$63.7K 0.08% 235
2020
Q1 		$128K Buy
27,722
+5,322
+24% +$56.7K 0.05% 255
2019
Q4 		$287K Buy
22,400
+6,784
+43% +$83.6K 0.08% 219
2019
Q3 		$131K Buy
+15,616
New +$218K 0.05% 274

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

Personal CFO Solutions's ET Position: Q1 2026 in Review

Personal CFO Solutions increased its Energy Transfer Partners (ET) stake by 0.02% in Q1 2026, buying an estimated $238 and bringing the position to 79,918 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #75.

Personal CFO Solutions first reported a position in ET in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.61M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Personal CFO Solutions held 79,918 shares of Energy Transfer Partners worth $1.54M as of Q1 2026.
  • Personal CFO Solutions bought 13 Energy Transfer Partners shares in Q1 2026, an estimated $238.
  • Energy Transfer Partners made up 0.22% of Personal CFO Solutions's portfolio in Q1 2026, its #75 holding.
  • Personal CFO Solutions first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Energy Transfer Partners position peaked at $1.61M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.