Talisman Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Talisman Wealth Advisors’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	$236K	Sell	12,205 -708	-5%	-$13K	0.19%	89
2025 Q4	$214K	Buy	12,913 +119	+0.9%	+$1.98K	0.17%	106
2025 Q3	$220K	Hold	12,794	–	–	0.18%	111
2025 Q2	$232K	Buy	12,794 +708	+6%	+$12.4K	0.21%	99
2025 Q1	$225K	Hold	12,086	–	–	0.23%	95
2024 Q4	$237K	Buy	+12,086	New	+$214K	0.25%	93

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

Talisman Wealth Advisors's ET Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 5.5% in Q1 2026, selling an estimated $13K and leaving 12,205 shares worth $236K. The position accounts for 0.19% of the portfolio, ranked #89.

Talisman Wealth Advisors first reported a position in ET in Q4 2024 and has held it in 6 quarters since. The position peaked at $237K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Talisman Wealth Advisors held 12,205 shares of Energy Transfer Partners worth $236K as of Q1 2026.
Talisman Wealth Advisors sold 708 Energy Transfer Partners shares in Q1 2026, an estimated $13K.
Energy Transfer Partners made up 0.19% of Talisman Wealth Advisors's portfolio in Q1 2026, its #89 holding.
Talisman Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 6 quarters since.
Talisman Wealth Advisors's Energy Transfer Partners position peaked at $237K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.