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Savvy Advisors Inc’s Energy Transfer Partners ET Stock Holding History

Savvy Advisors Inc’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 		$320K Sell
16,604
-501
-3% -$9.17K 0.01% 840
2025
Q4 		$282K Sell
17,105
-1,926
-10% -$32.1K 0.01% 796
2025
Q3 		$327K Sell
19,031
-322
-2% -$5.64K 0.02% 587
2025
Q2 		$351K Buy
+19,353
New +$338K 0.02% 450

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 21.71% 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

Savvy Advisors Inc's ET Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Energy Transfer Partners (ET) stake by 2.9% in Q1 2026, selling an estimated $9.17K and leaving 16,604 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #840.

Savvy Advisors Inc first reported a position in ET in Q2 2025 and has held it in 4 quarters since. The position peaked at $351K in Q2 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Savvy Advisors Inc held 16,604 shares of Energy Transfer Partners worth $320K as of Q1 2026.
  • Savvy Advisors Inc sold 501 Energy Transfer Partners shares in Q1 2026, an estimated $9.17K.
  • Energy Transfer Partners made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #840 holding.
  • Savvy Advisors Inc first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Energy Transfer Partners position peaked at $351K in Q2 2025.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.