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Tepp RIA’s Energy Transfer Partners ET Stock Holding History

Tepp RIA’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 		$396K Buy
20,535
+3,436
+20% +$62.9K 0.31% 29
2025
Q4 		$282K Sell
17,099
-6,594
-28% -$110K 0.28% 32
2025
Q3 		$407K Buy
23,693
+3,639
+18% +$63.8K 0.46% 24
2025
Q2 		$364K Buy
20,054
+5,375
+37% +$93.8K 0.47% 19
2025
Q1 		$273K Buy
14,679
+4,180
+40% +$81.4K 0.37% 22
2024
Q4 		$206K Buy
+10,499
New +$186K 0.3% 27

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

Tepp RIA's ET Position: Q1 2026 in Review

Tepp RIA increased its Energy Transfer Partners (ET) stake by 20% in Q1 2026, buying an estimated $62.9K and bringing the position to 20,535 shares worth $396K. The position accounts for 0.31% of the portfolio, ranked #29.

Tepp RIA first reported a position in ET in Q4 2024 and has held it in 6 quarters since. The position peaked at $407K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Tepp RIA held 20,535 shares of Energy Transfer Partners worth $396K as of Q1 2026.
  • Tepp RIA bought 3,436 Energy Transfer Partners shares in Q1 2026, an estimated $62.9K.
  • Energy Transfer Partners made up 0.31% of Tepp RIA's portfolio in Q1 2026, its #29 holding.
  • Tepp RIA first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 6 quarters since.
  • Tepp RIA's Energy Transfer Partners position peaked at $407K in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.