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SHP Wealth Management’s Energy Transfer Partners ET Stock Holding History

SHP Wealth Management’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 		$15.1K Sell
784
-57
-7% -$1.04K ﹤0.01% 800
2025
Q4 		$13.9K Buy
+841
New +$14K ﹤0.01% 758

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 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

SHP Wealth Management's ET Position: Q1 2026 in Review

SHP Wealth Management reduced its Energy Transfer Partners (ET) stake by 6.8% in Q1 2026, selling an estimated $1.04K and leaving 784 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

SHP Wealth Management first reported a position in ET in Q4 2025 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • SHP Wealth Management held 784 shares of Energy Transfer Partners worth $15.1K as of Q1 2026.
  • SHP Wealth Management sold 57 Energy Transfer Partners shares in Q1 2026, an estimated $1.04K.
  • Energy Transfer Partners made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #800 holding.
  • SHP Wealth Management first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 2 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.