Potentia Wealth’s Energy Transfer Partners ET Stock Holding History

Potentia Wealth’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	$238K	Hold	12,318	–	–	0.09%	80
2025 Q4	$203K	Hold	12,318	–	–	0.07%	92
2025 Q3	$211K	Sell	12,318 -480	-4%	-$8.41K	0.08%	93
2025 Q2	$232K	Sell	12,798 -4,384	-26%	-$76.5K	0.13%	64
2025 Q1	$319K	Buy	17,182 +1,008	+6%	+$19.6K	0.15%	74
2024 Q4	$317K	Buy	+16,174	New	+$286K	0.14%	80

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Potentia Wealth's ET Position: Q1 2026 in Review

Potentia Wealth held its Energy Transfer Partners (ET) position steady in Q1 2026 at 12,318 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #80.

Potentia Wealth first reported a position in ET in Q4 2024 and has held it in 6 quarters since. The position peaked at $319K in Q1 2025. 1,294 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Potentia Wealth held 12,318 shares of Energy Transfer Partners worth $238K as of Q1 2026.
Potentia Wealth left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.09% of Potentia Wealth's portfolio in Q1 2026, its #80 holding.
Potentia Wealth first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's Energy Transfer Partners position peaked at $319K in Q1 2025.
1,294 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.