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Redwood Wealth Management Group’s Energy Transfer Partners ET Stock Holding History

Redwood Wealth Management Group’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 		$3.12M Sell
161,782
-3,678
-2% -$67.3K 1.35% 20
2025
Q4 		$2.73M Sell
165,460
-8,579
-5% -$143K 1.14% 23
2025
Q3 		$2.99M Sell
174,039
-4,441
-2% -$77.8K 1.27% 21
2025
Q2 		$3.24M Sell
178,480
-1,437
-0.8% -$25.1K 1.45% 16
2025
Q1 		$3.34M Sell
179,917
-2,587
-1% -$50.4K 1.7% 10
2024
Q4 		$3.57M Sell
182,504
-4,516
-2% -$80K 1.74% 10
2024
Q3 		$3M Buy
187,020
+61,424
+49% +$988K 1.49% 12
2024
Q2 		$2.04M Sell
125,596
-7,695
-6% -$121K 1.53% 14
2024
Q1 		$2.1M Sell
133,291
-4,200
-3% -$61.2K 2.22% 12
2023
Q4 		$1.9M Buy
137,491
+6,644
+5% +$90.3K 2.1% 13
2023
Q3 		$1.84M Buy
130,847
+712
+0.5% +$9.44K 2.15% 12
2023
Q2 		$1.65M Buy
130,135
+3,004
+2% +$38.1K 1.83% 13
2023
Q1 		$1.59M Buy
127,131
+5,961
+5% +$75.3K 1.8% 15
2022
Q4 		$1.44M Buy
+121,170
New +$1.45M 1.8% 16

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

Redwood Wealth Management Group's ET Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Energy Transfer Partners (ET) stake by 2.2% in Q1 2026, selling an estimated $67.3K and leaving 161,782 shares worth $3.12M. The position accounts for 1.35% of the portfolio, ranked #20.

Redwood Wealth Management Group first reported a position in ET in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.57M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Redwood Wealth Management Group held 161,782 shares of Energy Transfer Partners worth $3.12M as of Q1 2026.
  • Redwood Wealth Management Group sold 3,678 Energy Transfer Partners shares in Q1 2026, an estimated $67.3K.
  • Energy Transfer Partners made up 1.35% of Redwood Wealth Management Group's portfolio in Q1 2026, its #20 holding.
  • Redwood Wealth Management Group first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Energy Transfer Partners position peaked at $3.57M in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.