Private Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Private Wealth Partners’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	$1.86M	Hold	96,500	–	–	0.14%	73
2025 Q4	$1.59M	Buy	96,500 +20,000	+26%	+$333K	0.11%	82
2025 Q3	$1.31M	Buy	76,500 +10,000	+15%	+$175K	0.09%	83
2025 Q2	$1.21M	Hold	66,500	–	–	0.09%	85
2025 Q1	$1.24M	Hold	66,500	–	–	0.1%	82
2024 Q4	$1.3M	Buy	66,500 +54,500	+454%	+$965K	0.1%	83
2024 Q3	$193K	Buy	+12,000	New	+$193K	0.02%	165
2019 Q4	–	Sell	-20,200	Closed	-$264K	–	128
2019 Q3	$264K	Hold	20,200	–	–	0.04%	103
2019 Q2	$284K	Hold	20,200	–	–	0.04%	109
2019 Q1	$310K	Buy	+20,200	New	+$300K	0.05%	101

Other funds holding ET

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Private Wealth Partners's ET Position: Q1 2026 in Review

Private Wealth Partners held its Energy Transfer Partners (ET) position steady in Q1 2026 at 96,500 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #73.

Private Wealth Partners first reported a position in ET in Q1 2019 and has held it in 10 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Private Wealth Partners held 96,500 shares of Energy Transfer Partners worth $1.86M as of Q1 2026.
Private Wealth Partners left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.14% of Private Wealth Partners's portfolio in Q1 2026, its #73 holding.
Private Wealth Partners first reported a position in Energy Transfer Partners in Q1 2019 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 Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.