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U.S. Capital Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

U.S. Capital Wealth 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 		$29.4M Sell
1,523,408
-36,702
-2% -$672K 0.74% 23
2025
Q4 		$25.7M Buy
1,560,110
+129,489
+9% +$2.16M 0.67% 29
2025
Q3 		$24.5M Buy
1,430,621
+172,814
+14% +$3.03M 0.66% 28
2025
Q2 		$22.8M Buy
1,257,807
+99,848
+9% +$1.74M 0.67% 27
2025
Q1 		$21.5M Buy
1,157,959
+151,170
+15% +$2.94M 0.66% 27
2024
Q4 		$19.7M Buy
1,006,789
+14,941
+2% +$265K 0.61% 27
2024
Q3 		$15.9M Buy
991,848
+19,551
+2% +$315K 0.56% 34
2024
Q2 		$15.8M Buy
972,297
+6,491
+0.7% +$102K 0.6% 33
2024
Q1 		$15.2M Buy
965,806
+1,293
+0.1% +$18.8K 0.58% 33
2023
Q4 		$13.3M Buy
964,513
+92,980
+11% +$1.26M 0.53% 39
2023
Q3 		$12.2M Buy
871,533
+139,125
+19% +$1.85M 0.55% 39
2023
Q2 		$9.3M Buy
732,408
+16,711
+2% +$212K 0.44% 53
2023
Q1 		$8.92M Buy
715,697
+56,346
+9% +$712K 0.41% 51
2022
Q4 		$7.83M Buy
659,351
+18,464
+3% +$221K 0.36% 54
2022
Q3 		$7.07M Buy
640,887
+14,541
+2% +$162K 0.36% 56
2022
Q2 		$6.25M Buy
626,346
+116,472
+23% +$1.3M 0.27% 78
2022
Q1 		$5.71M Buy
509,874
+44,276
+10% +$439K 0.21% 104
2021
Q4 		$3.83M Sell
465,598
-85,701
-16% -$779K 0.15% 151
2021
Q3 		$5.28M Buy
+551,299
New +$5.29M 0.23% 109

Other funds holding ET

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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

U.S. Capital Wealth Advisors's ET Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 2.4% in Q1 2026, selling an estimated $672K and leaving 1,523,408 shares worth $29.4M. The position accounts for 0.74% of the portfolio, ranked #23.

U.S. Capital Wealth Advisors first reported a position in ET in Q3 2021 and has held it in 19 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • U.S. Capital Wealth Advisors held 1,523,408 shares of Energy Transfer Partners worth $29.4M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 36,702 Energy Transfer Partners shares in Q1 2026, an estimated $672K.
  • Energy Transfer Partners made up 0.74% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • U.S. Capital Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 19 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.