Stokes Family Office’s Energy Transfer Partners ET Stock Holding History

Stokes Family Office’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	$1.42M	Buy	73,790 +395	+0.5%	+$7.23K	0.15%	108
2025 Q4	$1.21M	Sell	73,395 -83	-0.1%	-$1.38K	0.11%	123
2025 Q3	$1.26M	Buy	73,478 +1,202	+2%	+$21.1K	0.12%	117
2025 Q2	$1.31M	Buy	72,276 +2,555	+4%	+$44.6K	0.14%	110
2025 Q1	$1.3M	Buy	69,721 +116	+0.2%	+$2.26K	0.15%	109
2024 Q4	$1.36M	Buy	69,605 +75	+0.1%	+$1.33K	0.15%	102
2024 Q3	$1.12M	Hold	69,530	–	–	0.12%	111
2024 Q2	$1.13M	Hold	69,530	–	–	0.13%	111
2024 Q1	$1.09M	Hold	69,530	–	–	0.14%	111
2023 Q4	$960K	Hold	69,530	–	–	0.13%	113
2023 Q3	$976K	Hold	69,530	–	–	0.11%	133
2023 Q2	$883K	Hold	69,530	–	–	0.1%	132
2023 Q1	$867K	Sell	69,530 -870	-1%	-$11K	0.11%	125
2022 Q4	$836K	Hold	70,400	–	–	0.11%	118
2022 Q3	$777K	Hold	70,400	–	–	0.11%	121
2022 Q2	$703K	Hold	70,400	–	–	0.1%	132
2022 Q1	$788K	Hold	70,400	–	–	0.1%	123
2021 Q4	$579K	Sell	70,400 -925	-1%	-$8.4K	0.07%	148
2021 Q3	$683K	Buy	71,325 +925	+1%	+$8.88K	0.09%	120
2021 Q2	$748K	Hold	70,400	–	–	0.11%	111
2021 Q1	$541K	Hold	70,400	–	–	0.08%	129
2020 Q4	$435K	Hold	70,400	–	–	0.09%	120
2020 Q3	$382K	Hold	70,400	–	–	0.09%	114
2020 Q2	$501K	Hold	70,400	–	–	0.13%	103
2020 Q1	$324K	Hold	70,400	–	–	0.09%	105
2019 Q4	$903K	Buy	+70,400	New	+$868K	0.2%	79

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 $6.22B AUM 18.97% 1-Year Est. Return

Stokes Family Office's ET Position: Q1 2026 in Review

Stokes Family Office increased its Energy Transfer Partners (ET) stake by 0.54% in Q1 2026, buying an estimated $7.23K and bringing the position to 73,790 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #108.

Stokes Family Office first reported a position in ET in Q4 2019 and has held it in 26 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Stokes Family Office held 73,790 shares of Energy Transfer Partners worth $1.42M as of Q1 2026.
Stokes Family Office bought 395 Energy Transfer Partners shares in Q1 2026, an estimated $7.23K.
Energy Transfer Partners made up 0.15% of Stokes Family Office's portfolio in Q1 2026, its #108 holding.
Stokes Family Office first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 26 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.