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Sound View Wealth Advisors Group’s Energy Transfer Partners ET Stock Holding History

Sound View Wealth Advisors 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 		$893K Sell
46,283
-333
-0.7% -$6.1K 0.06% 205
2025
Q4 		$769K Buy
46,616
+85
+0.2% +$1.42K 0.05% 222
2025
Q3 		$798K Sell
46,531
-89
-0.2% -$1.56K 0.05% 220
2025
Q2 		$845K Buy
46,620
+1,215
+3% +$21.2K 0.06% 206
2025
Q1 		$844K Sell
45,405
-4,142
-8% -$80.7K 0.07% 195
2024
Q4 		$971K Sell
49,547
-800
-2% -$14.2K 0.08% 179
2024
Q3 		$808K Buy
50,347
+6,897
+16% +$111K 0.07% 205
2024
Q2 		$705K Buy
43,450
+25
+0.1% +$393 0.07% 200
2024
Q1 		$683K Sell
43,425
-6,597
-13% -$96.1K 0.07% 205
2023
Q4 		$690K Buy
50,022
+5,017
+11% +$68.2K 0.08% 200
2023
Q3 		$631K Buy
45,005
+13,221
+42% +$175K 0.08% 193
2023
Q2 		$404K Sell
31,784
-3,147
-9% -$39.9K 0.05% 249
2023
Q1 		$436K Sell
34,931
-15,091
-30% -$191K 0.06% 232
2022
Q4 		$690K Buy
50,022
+29,345
+142% +$352K 0.08% 200
2022
Q3 		$228K Buy
20,677
+217
+1% +$2.42K 0.05% 246
2022
Q2 		$204K Buy
20,460
+1,207
+6% +$13.5K 0.04% 274
2022
Q1 		$215K Buy
19,253
+3,658
+23% +$36.3K 0.04% 274
2021
Q4 		$128K Buy
15,595
+3,000
+24% +$27.3K 0.02% 288
2021
Q3 		$121K Buy
12,595
+624
+5% +$5.99K 0.03% 281
2021
Q2 		$127K Sell
11,971
-368
-3% -$3.53K 0.03% 283
2021
Q1 		$95K Buy
12,339
+1,000
+9% +$7.3K 0.02% 265
2020
Q4 		$70K Sell
11,339
-971
-8% -$5.87K 0.02% 254
2020
Q3 		$67K Buy
12,310
+50
+0.4% +$317 0.02% 246
2020
Q2 		$87K Buy
12,260
+847
+7% +$6.28K 0.02% 240
2020
Q1 		$53K Sell
11,413
-2,524
-18% -$26.9K 0.02% 213
2019
Q4 		$179K Sell
13,937
-3,673
-21% -$45.3K 0.05% 236
2019
Q3 		$230K Buy
17,610
+3,070
+21% +$42.8K 0.07% 224
2019
Q2 		$205K Buy
+14,540
New +$215K 0.06% 240

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

Sound View Wealth Advisors Group's ET Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Energy Transfer Partners (ET) stake by 0.71% in Q1 2026, selling an estimated $6.1K and leaving 46,283 shares worth $893K. The position accounts for 0.06% of the portfolio, ranked #205.

Sound View Wealth Advisors Group first reported a position in ET in Q2 2019 and has held it in 28 quarters since. The position peaked at $971K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Sound View Wealth Advisors Group held 46,283 shares of Energy Transfer Partners worth $893K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 333 Energy Transfer Partners shares in Q1 2026, an estimated $6.1K.
  • Energy Transfer Partners made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #205 holding.
  • Sound View Wealth Advisors Group first reported a position in Energy Transfer Partners in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Energy Transfer Partners position peaked at $971K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.