UBS Group’s Energy Transfer Partners ET Stock Holding History

UBS Group’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	–	Sell	-217,800	Closed	-$3.59M	–	10674
2025 Q4	$3.59M	Hold	217,800	–	–	﹤0.01%	4359
2025 Q3	$3.74M	Buy	217,800 +79,000	+57%	+$1.38M	﹤0.01%	4337
2025 Q2	$2.52M	Hold	138,800	–	–	﹤0.01%	4575
2025 Q1	$2.58M	Buy	138,800 +20,300	+17%	+$395K	﹤0.01%	4475
2024 Q4	$2.32M	Buy	+118,500	New	+$2.1M	﹤0.01%	4583
2024 Q3	–	Sell	-540,000	Closed	-$8.76M	–	9639
2024 Q2	$8.76M	Buy	+540,000	New	+$8.49M	﹤0.01%	2325
2023 Q1	–	Sell	-748,100	Closed	-$8.88M	–	9788
2022 Q4	$8.88M	Buy	+748,100	New	+$8.97M	﹤0.01%	2008
2022 Q2	–	Sell	-1,700,000	Closed	-$19M	–	10467
2022 Q1	$19M	Sell	1,700,000 -2,465,200	-59%	-$24.4M	0.01%	1454
2021 Q4	$34.3M	Sell	4,165,200 -219,300	-5%	-$1.99M	0.01%	1202
2021 Q3	$42M	Buy	4,384,500 +3,798,900	+649%	+$36.5M	0.01%	974
2021 Q2	$6.22M	Hold	585,600	–	–	﹤0.01%	2463
2021 Q1	$4.5M	Sell	585,600 -65,000	-10%	-$475K	﹤0.01%	2728
2020 Q4	$4.02M	Buy	650,600 +50,000	+8%	+$302K	﹤0.01%	2686
2020 Q3	$3.25M	Sell	600,600 -30,000	-5%	-$190K	﹤0.01%	2597
2020 Q2	$4.49M	Buy	630,600 +25,100	+4%	+$186K	﹤0.01%	2125
2020 Q1	$2.79M	Buy	605,500 +421,000	+228%	+$4.49M	﹤0.01%	2440
2019 Q4	$2.37M	Sell	184,500 -331,800	-64%	-$4.09M	﹤0.01%	3386
2019 Q3	$6.75M	Sell	516,300 -2,392,000	-82%	-$33.3M	﹤0.01%	2104
2019 Q2	$40.9M	Buy	2,908,300 +267,000	+10%	+$3.95M	0.02%	772
2019 Q1	$40.6M	Buy	2,641,300 +2,456,200	+1,327%	+$36.5M	0.02%	744
2018 Q4	$2.44M	Sell	185,100 -200,000	-52%	-$3.04M	﹤0.01%	2844
2018 Q3	$6.71M	Buy	+385,100	New	+$6.84M	﹤0.01%	2099
2018 Q2	–	Sell	-300,000	Closed	-$4.26M	–	8054
2018 Q1	$4.26M	Sell	300,000 -1,263,200	-81%	-$21M	﹤0.01%	2457
2017 Q4	$27M	Buy	1,563,200 +313,200	+25%	+$5.34M	0.01%	998
2017 Q3	$21.7M	Hold	1,250,000	–	–	0.01%	1052
2017 Q2	$22.4M	Sell	1,250,000 -500,000	-29%	-$8.9M	0.01%	984
2017 Q1	$34.5M	Sell	1,750,000 -976,300	-36%	-$18.4M	0.02%	712
2016 Q4	$52.6M	Buy	2,726,300 +1,619,700	+146%	+$27M	0.03%	523
2016 Q3	$18.6M	Sell	1,106,600 -205,100	-16%	-$3.46M	0.01%	1031
2016 Q2	$18.8M	Buy	1,311,700 +649,400	+98%	+$7.74M	0.01%	970
2016 Q1	$4.72M	Sell	662,300 -42,900	-6%	-$337K	﹤0.01%	1917
2015 Q4	$9.69M	Sell	705,200 -77,500	-10%	-$1.45M	0.01%	1427
2015 Q3	$16.3M	Buy	782,700 +71,300	+10%	+$2.01M	0.01%	1034
2015 Q2	$22.8M	Buy	711,400 +628,400	+757%	+$21.1M	0.02%	888
2015 Q1	$2.63M	Buy	83,000 +78,800	+1,876%	+$2.33M	﹤0.01%	2679
2014 Q4	$121K	Buy	+4,200	New	+$121K	﹤0.01%	5504

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group's ET Position: Q1 2026 in Review

UBS Group reduced its Energy Transfer Partners (ET) stake by 1.6% in Q1 2026, selling an estimated $9.42M and leaving 30,973,018 shares worth $598M. The position accounts for 0.09% of the portfolio, ranked #223.

UBS Group first reported a position in ET in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.19B in Q1 2019. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

UBS Group held 30,973,018 shares of Energy Transfer Partners worth $598M as of Q1 2026.
UBS Group sold 514,369 Energy Transfer Partners shares in Q1 2026, an estimated $9.42M.
Energy Transfer Partners made up 0.09% of UBS Group's portfolio in Q1 2026, its #223 holding.
UBS Group first reported a position in Energy Transfer Partners in Q4 2014 and has held it in 46 quarters since.
UBS Group's Energy Transfer Partners position peaked at $1.19B in Q1 2019.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.