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

Tradition 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	$751K	Buy	38,906 +4,327	+13%	+$79.2K	0.05%	227
2025 Q4	$570K	Buy	34,579 +4,420	+15%	+$73.6K	0.04%	263
2025 Q3	$518K	Sell	30,159 -365	-1%	-$6.4K	0.04%	282
2025 Q2	$553K	Buy	30,524 +663	+2%	+$11.6K	0.04%	250
2025 Q1	$555K	Buy	29,861 +288	+1%	+$5.61K	0.05%	237
2024 Q4	$579K	Buy	29,573 +1,611	+6%	+$28.5K	0.05%	223
2024 Q3	$449K	Sell	27,962 -361	-1%	-$5.81K	0.04%	260
2024 Q2	$459K	Sell	28,323 -508	-2%	-$7.98K	0.04%	245
2024 Q1	$454K	Buy	28,831 +218	+0.8%	+$3.17K	0.05%	233
2023 Q4	$395K	Buy	28,613 +197	+0.7%	+$2.68K	0.04%	232
2023 Q3	$399K	Buy	28,416 +2,298	+9%	+$30.5K	0.05%	213
2023 Q2	$332K	Buy	26,118 +4,950	+23%	+$62.7K	0.04%	232
2023 Q1	$264K	Buy	21,168 +7,764	+58%	+$98.1K	0.03%	259
2022 Q4	$159K	Sell	13,404 -1,791	-12%	-$21.5K	0.02%	296
2022 Q3	$168K	Buy	15,195 +133	+0.9%	+$1.48K	0.03%	279
2022 Q2	$150K	Buy	15,062 +955	+7%	+$10.7K	0.02%	301
2022 Q1	$158K	Buy	14,107 +1,088	+8%	+$10.8K	0.02%	324
2021 Q4	$107K	Buy	13,019 +606	+5%	+$5.51K	0.01%	391
2021 Q3	$119K	Buy	12,413 +77	+0.6%	+$739	0.02%	344
2021 Q2	$131K	Buy	12,336 +69	+0.6%	+$661	0.02%	346
2021 Q1	$94K	Buy	12,267 +7,790	+174%	+$56.9K	0.02%	333
2020 Q4	$28K	Buy	+4,477	New	+$27.1K	0.01%	523

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

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

Tradition Wealth Management increased its Energy Transfer Partners (ET) stake by 13% in Q1 2026, buying an estimated $79.2K and bringing the position to 38,906 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #227.

Tradition Wealth Management first reported a position in ET in Q4 2020 and has held it in 22 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Tradition Wealth Management held 38,906 shares of Energy Transfer Partners worth $751K as of Q1 2026.
Tradition Wealth Management bought 4,327 Energy Transfer Partners shares in Q1 2026, an estimated $79.2K.
Energy Transfer Partners made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #227 holding.
Tradition Wealth Management first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 22 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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