Triad Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Triad Wealth Partners’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	$875K	Sell	45,356 -1,153	-2%	-$21.1K	0.07%	192
2025 Q4	$767K	Sell	46,509 -366	-0.8%	-$6.09K	0.07%	186
2025 Q3	$804K	Buy	+46,875	New	+$822K	0.1%	142

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

Triad Wealth Partners's ET Position: Q1 2026 in Review

Triad Wealth Partners reduced its Energy Transfer Partners (ET) stake by 2.5% in Q1 2026, selling an estimated $21.1K and leaving 45,356 shares worth $875K. The position accounts for 0.07% of the portfolio, ranked #192.

Triad Wealth Partners 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.

Triad Wealth Partners held 45,356 shares of Energy Transfer Partners worth $875K as of Q1 2026.
Triad Wealth Partners sold 1,153 Energy Transfer Partners shares in Q1 2026, an estimated $21.1K.
Energy Transfer Partners made up 0.07% of Triad Wealth Partners's portfolio in Q1 2026, its #192 holding.
Triad Wealth Partners 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.