TritonPoint Wealth’s Energy Transfer Partners ET Stock Holding History

TritonPoint 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	$506K	Sell	26,229 -12,500	-32%	-$229K	0.05%	170
2025 Q4	$639K	Sell	38,729 -2,250	-5%	-$37.5K	0.06%	153
2025 Q3	$703K	Buy	40,979 +12,000	+41%	+$210K	0.06%	187
2025 Q2	$525K	Sell	28,979 -1,175	-4%	-$20.5K	0.05%	204
2025 Q1	$561K	Buy	30,154 +1,800	+6%	+$35.1K	0.05%	202
2024 Q4	$555K	Sell	28,354 -138	-0.5%	-$2.44K	0.05%	200
2024 Q3	$458K	Hold	28,492	–	–	0.04%	221
2024 Q2	$462K	Hold	28,492	–	–	0.04%	210
2024 Q1	$432K	Sell	28,492 -2,845	-9%	-$41.4K	0.05%	216
2023 Q4	$432K	Buy	+31,337	New	+$426K	0.04%	230

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

TritonPoint Wealth's ET Position: Q1 2026 in Review

TritonPoint Wealth reduced its Energy Transfer Partners (ET) stake by 32% in Q1 2026, selling an estimated $229K and leaving 26,229 shares worth $506K. The position accounts for 0.05% of the portfolio, ranked #170.

TritonPoint Wealth first reported a position in ET in Q4 2023 and has held it in 10 quarters since. The position peaked at $703K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

TritonPoint Wealth held 26,229 shares of Energy Transfer Partners worth $506K as of Q1 2026.
TritonPoint Wealth sold 12,500 Energy Transfer Partners shares in Q1 2026, an estimated $229K.
Energy Transfer Partners made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #170 holding.
TritonPoint Wealth first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Energy Transfer Partners position peaked at $703K in Q3 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.