Trifecta Capital Advisors’s Energy Transfer Partners ET Stock Holding History

Trifecta Capital Advisors’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	$623K	Buy	32,300 +8,350	+35%	+$153K	0.1%	69
2025 Q4	$395K	Buy	23,950 +14,561	+155%	+$242K	0.06%	79
2025 Q3	$161K	Buy	9,389 +1,689	+22%	+$29.6K	0.02%	122
2025 Q2	$140K	Hold	7,700	–	–	0.02%	129
2025 Q1	$143K	Hold	7,700	–	–	0.03%	94
2024 Q4	$151K	Hold	7,700	–	–	0.03%	95
2024 Q3	$124K	Hold	7,700	–	–	0.03%	97
2024 Q2	$125K	Hold	7,700	–	–	0.03%	100
2024 Q1	$121K	Hold	7,700	–	–	0.03%	103
2023 Q4	$106K	Hold	7,700	–	–	0.03%	101
2023 Q3	$108K	Hold	7,700	–	–	0.03%	100
2023 Q2	$97.8K	Hold	7,700	–	–	0.03%	108
2023 Q1	$96K	Buy	+7,700	New	+$97.3K	0.03%	112

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

Trifecta Capital Advisors's ET Position: Q1 2026 in Review

Trifecta Capital Advisors increased its Energy Transfer Partners (ET) stake by 35% in Q1 2026, buying an estimated $153K and bringing the position to 32,300 shares worth $623K. The position accounts for 0.1% of the portfolio, ranked #69.

Trifecta Capital Advisors first reported a position in ET in Q1 2023 and has held it in 13 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Trifecta Capital Advisors held 32,300 shares of Energy Transfer Partners worth $623K as of Q1 2026.
Trifecta Capital Advisors bought 8,350 Energy Transfer Partners shares in Q1 2026, an estimated $153K.
Energy Transfer Partners made up 0.1% of Trifecta Capital Advisors's portfolio in Q1 2026, its #69 holding.
Trifecta Capital Advisors first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 13 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.