United Advisor Group’s Energy Transfer Partners ET Stock Holding History

United Advisor 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	$383K	Hold	19,863	–	–	0.05%	340
2025 Q4	$328K	Sell	19,863 -3,856	-16%	-$64.2K	0.04%	357
2025 Q3	$407K	Buy	23,719 +300	+1%	+$5.26K	0.05%	302
2025 Q2	$425K	Hold	23,419	–	–	0.07%	252
2025 Q1	$435K	Buy	23,419 +4,879	+26%	+$95K	0.09%	208
2024 Q4	$363K	Buy	18,540 +534	+3%	+$9.46K	0.07%	256
2024 Q3	$289K	Buy	18,006 +300	+2%	+$4.83K	0.07%	285
2024 Q2	$287K	Hold	17,706	–	–	0.09%	202
2024 Q1	$279K	Buy	+17,706	New	+$258K	0.1%	172

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

United Advisor Group's ET Position: Q1 2026 in Review

United Advisor Group held its Energy Transfer Partners (ET) position steady in Q1 2026 at 19,863 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #340.

United Advisor Group first reported a position in ET in Q1 2024 and has held it in 9 quarters since. The position peaked at $435K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

United Advisor Group held 19,863 shares of Energy Transfer Partners worth $383K as of Q1 2026.
United Advisor Group left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #340 holding.
United Advisor Group first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's Energy Transfer Partners position peaked at $435K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.