SkyOak Wealth’s Energy Transfer Partners ET Stock Holding History

SkyOak Wealth’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	$301K	Sell	15,590 -3,000	-16%	-$54.9K	0.06%	180
2025 Q4	$307K	Hold	18,590	–	–	0.06%	177
2025 Q3	$319K	Sell	18,590 -1,500	-7%	-$26.3K	0.06%	179
2025 Q2	$364K	Hold	20,090	–	–	0.07%	149
2025 Q1	$373K	Buy	20,090 +3,000	+18%	+$58.4K	0.08%	138
2024 Q4	$335K	Hold	17,090	–	–	0.07%	158
2024 Q3	$274K	Buy	17,090 +1,500	+10%	+$24.1K	0.06%	184
2024 Q2	$253K	Hold	15,590	–	–	0.06%	198
2024 Q1	$245K	Hold	15,590	–	–	0.06%	210
2023 Q4	$215K	Sell	15,590 -150	-1%	-$2.04K	0.06%	219
2023 Q3	$221K	Hold	15,740	–	–	0.06%	208
2023 Q2	$200K	Sell	15,740 -50	-0.3%	-$634	0.06%	220
2023 Q1	$197K	Hold	15,790	–	–	0.06%	229
2022 Q4	$187K	Buy	15,790 +45	+0.3%	+$540	0.06%	207
2022 Q3	$174K	Buy	15,745 +155	+1%	+$1.73K	0.06%	197
2022 Q2	$156K	Hold	15,590	–	–	0.05%	202
2022 Q1	$174K	Hold	15,590	–	–	0.05%	227
2021 Q4	$128K	Buy	15,590 +1,386	+10%	+$12.6K	0.03%	237
2021 Q3	$136K	Hold	14,204	–	–	0.04%	225
2021 Q2	$151K	Hold	14,204	–	–	0.04%	228
2021 Q1	$122K	Hold	14,204	–	–	0.03%	227
2020 Q4	$88K	Hold	14,204	–	–	0.03%	211
2020 Q3	$77K	Hold	14,204	–	–	0.03%	199
2020 Q2	$101K	Hold	14,204	–	–	0.04%	232
2020 Q1	$65K	Hold	14,204	–	–	0.03%	207
2019 Q4	$182K	Buy	+14,204	New	+$175K	0.06%	296

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

SkyOak Wealth's ET Position: Q1 2026 in Review

SkyOak Wealth reduced its Energy Transfer Partners (ET) stake by 16% in Q1 2026, selling an estimated $54.9K and leaving 15,590 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #180.

SkyOak Wealth first reported a position in ET in Q4 2019 and has held it in 26 quarters since. The position peaked at $373K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

SkyOak Wealth held 15,590 shares of Energy Transfer Partners worth $301K as of Q1 2026.
SkyOak Wealth sold 3,000 Energy Transfer Partners shares in Q1 2026, an estimated $54.9K.
Energy Transfer Partners made up 0.06% of SkyOak Wealth's portfolio in Q1 2026, its #180 holding.
SkyOak Wealth first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 26 quarters since.
SkyOak Wealth's Energy Transfer Partners position peaked at $373K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.