Ruggaard & Associates’s Energy Transfer Partners ET Stock Holding History

Ruggaard & Associates’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	$251K	Hold	12,987	–	–	0.1%	109
2025 Q4	$214K	Hold	12,987	–	–	0.08%	114
2025 Q3	$223K	Hold	12,987	–	–	0.08%	114
2025 Q2	$235K	Hold	12,987	–	–	0.09%	107
2025 Q1	$241K	Hold	12,987	–	–	0.11%	105
2024 Q4	$254K	Hold	12,987	–	–	0.11%	97
2024 Q3	$208K	Hold	12,987	–	–	0.09%	112
2024 Q2	$211K	Hold	12,987	–	–	0.1%	111
2024 Q1	$204K	Hold	12,987	–	–	0.1%	112
2023 Q4	$179K	Hold	12,987	–	–	0.09%	112
2023 Q3	$182K	Hold	12,987	–	–	0.11%	102
2023 Q2	$165K	Hold	12,987	–	–	0.1%	104
2023 Q1	$162K	Buy	+12,987	New	+$164K	0.1%	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

Ruggaard & Associates's ET Position: Q1 2026 in Review

Ruggaard & Associates held its Energy Transfer Partners (ET) position steady in Q1 2026 at 12,987 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #109.

Ruggaard & Associates first reported a position in ET in Q1 2023 and has held it in 13 quarters since. The position peaked at $254K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Ruggaard & Associates held 12,987 shares of Energy Transfer Partners worth $251K as of Q1 2026.
Ruggaard & Associates left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.1% of Ruggaard & Associates's portfolio in Q1 2026, its #109 holding.
Ruggaard & Associates first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 13 quarters since.
Ruggaard & Associates's Energy Transfer Partners position peaked at $254K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.