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

Stockman 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	$1.24M	Sell	64,166 -5,100	-7%	-$93.4K	0.14%	72
2025 Q4	$1.14M	Buy	69,266 +4,900	+8%	+$81.6K	0.13%	74
2025 Q3	$1.1M	Buy	64,366 +900	+1%	+$15.8K	0.14%	74
2025 Q2	$1.15M	Buy	63,466 +900	+1%	+$15.7K	0.16%	70
2025 Q1	$1.16M	Buy	62,566 +2,900	+5%	+$56.5K	0.17%	68
2024 Q4	$1.17M	Buy	59,666 +600	+1%	+$10.6K	0.18%	62
2024 Q3	$948K	Hold	59,066	–	–	0.15%	73
2024 Q2	$958K	Sell	59,066 -27,850	-32%	-$438K	0.17%	69
2024 Q1	$1.37M	Hold	86,916	–	–	0.24%	62
2023 Q4	$1.2M	Buy	86,916 +28,048	+48%	+$381K	0.24%	62
2023 Q3	$826K	Hold	58,868	–	–	0.18%	74
2023 Q2	$748K	Sell	58,868 -4,000	-6%	-$50.7K	0.16%	82
2023 Q1	$784K	Buy	62,868 +1,000	+2%	+$12.6K	0.18%	77
2022 Q4	$734K	Hold	61,868	–	–	0.17%	84
2022 Q3	$682K	Hold	61,868	–	–	0.18%	75
2022 Q2	$617K	Hold	61,868	–	–	0.16%	81
2022 Q1	$692K	Sell	61,868 -6,480	-9%	-$64.3K	0.14%	86
2021 Q4	$563K	Buy	68,348 +664	+1%	+$6.03K	0.11%	107
2021 Q3	$648K	Hold	67,684	–	–	0.14%	92
2021 Q2	$719K	Buy	67,684 +4,600	+7%	+$44.1K	0.17%	84
2021 Q1	$484K	Hold	63,084	–	–	0.13%	108
2020 Q4	$390K	Hold	63,084	–	–	0.12%	114
2020 Q3	$342K	Hold	63,084	–	–	0.12%	106
2020 Q2	$449K	Buy	63,084 +9,480	+18%	+$70.2K	0.17%	97
2020 Q1	$247K	Buy	53,604 +20,400	+61%	+$217K	0.11%	118
2019 Q4	$426K	Buy	33,204 +5,616	+20%	+$69.2K	0.15%	104
2019 Q3	$361K	Buy	+27,588	New	+$385K	0.14%	107
2019 Q2	–	Hold	0	–	–	–	102
2019 Q1	–	Hold	0	–	–	–	99
2018 Q4	–	Hold	0	–	–	–	102
2018 Q3	–	Hold	0	–	–	–	143
2018 Q2	–	Hold	0	–	–	–	145

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

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

Stockman Wealth Management reduced its Energy Transfer Partners (ET) stake by 7.4% in Q1 2026, selling an estimated $93.4K and leaving 64,166 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #72.

Stockman Wealth Management first reported a position in ET in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.37M in Q1 2024. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Stockman Wealth Management held 64,166 shares of Energy Transfer Partners worth $1.24M as of Q1 2026.
Stockman Wealth Management sold 5,100 Energy Transfer Partners shares in Q1 2026, an estimated $93.4K.
Energy Transfer Partners made up 0.14% of Stockman Wealth Management's portfolio in Q1 2026, its #72 holding.
Stockman Wealth Management first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 27 quarters since.
Stockman Wealth Management's Energy Transfer Partners position peaked at $1.37M in Q1 2024.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.