Tred Avon Family Wealth’s Energy Transfer Partners ET Stock Holding History

Tred Avon Family Wealth’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	$989K	Sell	51,231 -455	-0.9%	-$8.33K	0.33%	83
2025 Q4	$852K	Sell	51,686 -350	-0.7%	-$5.83K	0.28%	97
2025 Q3	$893K	Buy	+52,036	New	+$912K	0.31%	89

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Tred Avon Family Wealth's ET Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Energy Transfer Partners (ET) stake by 0.88% in Q1 2026, selling an estimated $8.33K and leaving 51,231 shares worth $989K. The position accounts for 0.33% of the portfolio, ranked #83.

Tred Avon Family Wealth first reported a position in ET in Q3 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Tred Avon Family Wealth held 51,231 shares of Energy Transfer Partners worth $989K as of Q1 2026.
Tred Avon Family Wealth sold 455 Energy Transfer Partners shares in Q1 2026, an estimated $8.33K.
Energy Transfer Partners made up 0.33% of Tred Avon Family Wealth's portfolio in Q1 2026, its #83 holding.
Tred Avon Family Wealth first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 3 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.