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

TCFG 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	$493K	Buy	25,562 +1,868	+8%	+$34.2K	0.18%	129
2025 Q4	$391K	Sell	23,694 -5,615	-19%	-$93.5K	0.15%	164
2025 Q3	$503K	Buy	29,309 +476	+2%	+$8.34K	0.2%	133
2025 Q2	$523K	Buy	28,833 +7,463	+35%	+$130K	0.24%	116
2025 Q1	$397K	Buy	21,370 +9,251	+76%	+$180K	0.2%	126
2024 Q4	$237K	Sell	12,119 -15,101	-55%	-$267K	0.12%	191
2024 Q3	$437K	Buy	+27,220	New	+$438K	0.22%	109

Other funds holding ET

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

TCFG Wealth Management increased its Energy Transfer Partners (ET) stake by 7.9% in Q1 2026, buying an estimated $34.2K and bringing the position to 25,562 shares worth $493K. The position accounts for 0.18% of the portfolio, ranked #129.

TCFG Wealth Management first reported a position in ET in Q3 2024 and has held it in 7 quarters since. The position peaked at $523K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q1 2026.

TCFG Wealth Management held 25,562 shares of Energy Transfer Partners worth $493K as of Q1 2026.
TCFG Wealth Management bought 1,868 Energy Transfer Partners shares in Q1 2026, an estimated $34.2K.
Energy Transfer Partners made up 0.18% of TCFG Wealth Management's portfolio in Q1 2026, its #129 holding.
TCFG Wealth Management first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's Energy Transfer Partners position peaked at $523K in Q2 2025.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.