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SFMG Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

SFMG Wealth Advisors’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 		$653K Buy
33,849
+1,601
+5% +$29.3K 0.04% 154
2025
Q4 		$532K Sell
32,248
-10,264
-24% -$171K 0.04% 179
2025
Q3 		$730K Buy
42,512
+3,623
+9% +$63.5K 0.05% 130
2025
Q2 		$705K Buy
38,889
+51
+0.1% +$890 0.05% 122
2025
Q1 		$722K Buy
38,838
+1,612
+4% +$31.4K 0.06% 119
2024
Q4 		$729K Buy
37,226
+6,412
+21% +$114K 0.06% 117
2024
Q3 		$495K Buy
30,814
+42
+0.1% +$676 0.04% 144
2024
Q2 		$499K Sell
30,772
-634
-2% -$9.96K 0.04% 137
2024
Q1 		$494K Buy
31,406
+674
+2% +$9.82K 0.04% 144
2023
Q4 		$424K Buy
30,732
+4,482
+17% +$60.9K 0.04% 157
2023
Q3 		$368K Buy
26,250
+8,535
+48% +$113K 0.04% 162
2023
Q2 		$225K Sell
17,715
-2,278
-11% -$28.9K 0.02% 213
2023
Q1 		$249K Sell
19,993
-1,692
-8% -$21.4K 0.03% 204
2022
Q4 		$257K Buy
21,685
+4,319
+25% +$51.8K 0.03% 194
2022
Q3 		$200K Sell
17,366
-4,803
-22% -$53.5K 0.02% 224
2022
Q2 		$221K Buy
22,169
+15
+0.1% +$168 0.03% 218
2022
Q1 		$248K Buy
22,154
+3,395
+18% +$33.7K 0.02% 230
2021
Q4 		$154K Sell
18,759
-4,501
-19% -$40.9K 0.02% 280
2021
Q3 		$223K Buy
23,260
+2,834
+14% +$27.2K 0.02% 225
2021
Q2 		$217K Sell
20,426
-4,988
-20% -$47.8K 0.02% 233
2021
Q1 		$195K Sell
25,414
-4,390
-15% -$32.1K 0.02% 228
2020
Q4 		$184K Buy
29,804
+9,540
+47% +$57.7K 0.02% 214
2020
Q3 		$110K Buy
20,264
+32
+0.2% +$203 0.02% 175
2020
Q2 		$144K Sell
20,232
-32,710
-62% -$242K 0.02% 156
2020
Q1 		$244K Buy
52,942
+14,173
+37% +$151K 0.04% 112
2019
Q4 		$497K Buy
38,769
+7,972
+26% +$98.2K 0.06% 104
2019
Q3 		$403K Buy
30,797
+14
+0% +$195 0.05% 101
2019
Q2 		$453K Buy
30,783
+1,293
+4% +$19.1K 0.06% 97
2019
Q1 		$453K Sell
29,490
-5,807
-16% -$86.3K 0.07% 88
2018
Q4 		$466K Buy
35,297
+2,504
+8% +$38K 0.08% 75
2018
Q3 		$514K Buy
+32,793
New +$582K 0.08% 64
2018
Q2 		– Sell
-10,000
Closed -$142K – 155
2018
Q1 		$142K Buy
+10,000
New +$166K 0.02% 144
2015
Q3 		– Sell
-7,400
Closed -$237K – 118
2015
Q2 		$237K Sell
7,400
-7,400
-50% -$248K 0.05% 99
2015
Q1 		$469K Buy
14,800
+6,200
+72% +$184K 0.04% 107
2014
Q4 		$247K Buy
+8,600
New +$248K 0.06% 101

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

SFMG Wealth Advisors's ET Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Energy Transfer Partners (ET) stake by 5% in Q1 2026, buying an estimated $29.3K and bringing the position to 33,849 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #154.

SFMG Wealth Advisors first reported a position in ET in Q4 2014 and has held it in 35 quarters since. The position peaked at $730K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • SFMG Wealth Advisors held 33,849 shares of Energy Transfer Partners worth $653K as of Q1 2026.
  • SFMG Wealth Advisors bought 1,601 Energy Transfer Partners shares in Q1 2026, an estimated $29.3K.
  • Energy Transfer Partners made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #154 holding.
  • SFMG Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2014 and has held it in 35 quarters since.
  • SFMG Wealth Advisors's Energy Transfer Partners position peaked at $730K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.