SageView Advisory Group’s Energy Transfer Partners ET Stock Holding History

SageView Advisory 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	–	Sell	-6,548	Closed	-$108K	–	1168
2025 Q4	$108K	Buy	+6,548	New	+$109K	﹤0.01%	803
2024 Q3	–	Sell	-14,798	Closed	-$240K	–	527
2024 Q2	$240K	Sell	14,798 -1,128	-7%	-$17.7K	0.01%	496
2024 Q1	$251K	Sell	15,926 -12,255	-43%	-$178K	0.01%	466
2023 Q4	$410K	Sell	28,181 -351	-1%	-$4.77K	0.02%	440
2023 Q3	$400K	Buy	28,532 +1,196	+4%	+$15.9K	0.02%	362
2023 Q2	$347K	Buy	27,336 +819	+3%	+$10.4K	0.02%	419
2023 Q1	$331K	Buy	26,517 +6,075	+30%	+$76.8K	0.02%	370
2022 Q4	$243K	Buy	+20,442	New	+$245K	0.02%	368

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

SageView Advisory Group's ET Position: Q1 2026 in Review

SageView Advisory Group sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 6,548 shares — an estimated $108K sold.

SageView Advisory Group first reported a position in ET in Q4 2022 and held it in 8 quarters. The position peaked at $410K in Q4 2023. 1,300 funds tracked by Wall St. Rank hold ET as of Q1 2026.

SageView Advisory Group reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 6,548 Energy Transfer Partners shares in Q1 2026, an estimated $108K.
SageView Advisory Group first reported a position in Energy Transfer Partners in Q4 2022 and held it in 8 quarters.
SageView Advisory Group's Energy Transfer Partners position peaked at $410K in Q4 2023.
1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.