Root Financial Partners’s Energy Transfer Partners ET Stock Holding History

Root Financial 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	$302K	Buy	15,641 +2,100	+16%	+$38.5K	0.01%	247
2025 Q4	$223K	Sell	13,541 -242	-2%	-$4.03K	0.01%	280
2025 Q3	$237K	Buy	13,783 +3,115	+29%	+$54.6K	0.01%	248
2025 Q2	$193K	Buy	+10,668	New	+$186K	0.02%	246

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

Root Financial Partners's ET Position: Q1 2026 in Review

Root Financial Partners increased its Energy Transfer Partners (ET) stake by 16% in Q1 2026, buying an estimated $38.5K and bringing the position to 15,641 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #247.

Root Financial Partners first reported a position in ET in Q2 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Root Financial Partners held 15,641 shares of Energy Transfer Partners worth $302K as of Q1 2026.
Root Financial Partners bought 2,100 Energy Transfer Partners shares in Q1 2026, an estimated $38.5K.
Energy Transfer Partners made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #247 holding.
Root Financial Partners first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.