Strategic Advocates’s Energy Transfer Partners ET Stock Holding History

Strategic Advocates’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	$96.5K	Sell	5,000 -12,585	-72%	-$230K	0.43%	52
2025 Q4	$291K	Buy	17,585 +2,161	+14%	+$36K	0.07%	98
2025 Q3	$265K	Buy	15,424 +156	+1%	+$2.73K	0.07%	108
2025 Q2	$277K	Buy	15,268 +2,433	+19%	+$42.5K	0.08%	101
2025 Q1	$239K	Buy	12,835 +2,035	+19%	+$39.6K	0.08%	94
2024 Q4	$212K	Buy	10,800 +38	+0.4%	+$673	0.07%	106
2024 Q3	$173K	Buy	10,762 +60	+0.6%	+$965	0.06%	116
2024 Q2	$174K	Buy	10,702 +40	+0.4%	+$629	0.07%	117
2024 Q1	$168K	Sell	10,662 -1,714	-14%	-$25K	0.06%	125
2023 Q4	$171K	Buy	12,376 +1,794	+17%	+$24.4K	0.07%	147
2023 Q3	$148K	Buy	+10,582	New	+$140K	0.07%	138

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

Strategic Advocates's ET Position: Q1 2026 in Review

Strategic Advocates reduced its Energy Transfer Partners (ET) stake by 72% in Q1 2026, selling an estimated $230K and leaving 5,000 shares worth $96.5K. The position accounts for 0.43% of the portfolio, ranked #52.

Strategic Advocates first reported a position in ET in Q3 2023 and has held it in 11 quarters since. The position peaked at $291K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Strategic Advocates held 5,000 shares of Energy Transfer Partners worth $96.5K as of Q1 2026.
Strategic Advocates sold 12,585 Energy Transfer Partners shares in Q1 2026, an estimated $230K.
Energy Transfer Partners made up 0.43% of Strategic Advocates's portfolio in Q1 2026, its #52 holding.
Strategic Advocates first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 11 quarters since.
Strategic Advocates's Energy Transfer Partners position peaked at $291K in Q4 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.