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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
Q2 		– Sell
-161,782
Closed -$3.12M – 39
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Redwood Wealth Management Group's ET Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 161,782 shares — an estimated $3.12M sold.

Redwood Wealth Management Group first reported a position in ET in Q4 2022 and held it in 14 quarters. The position peaked at $3.57M in Q4 2024. 1,301 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 161,782 Energy Transfer Partners shares in Q2 2026, an estimated $3.12M.
  • Redwood Wealth Management Group first reported a position in Energy Transfer Partners in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Energy Transfer Partners position peaked at $3.57M in Q4 2024.
  • 1,301 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.