ViaWealth’s Energy Transfer Partners ET Stock Holding History

ViaWealth’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	$261K	Sell	13,520 -450	-3%	-$8.24K	0.15%	141
2025 Q4	$230K	Buy	13,970 +268	+2%	+$4.46K	0.13%	141
2025 Q3	$235K	Hold	13,702	–	–	0.13%	146
2025 Q2	$248K	Buy	13,702 +244	+2%	+$4.26K	0.15%	137
2025 Q1	$250K	Hold	13,458	–	–	0.15%	138
2024 Q4	$264K	Hold	13,458	–	–	0.16%	136
2024 Q3	$216K	Hold	13,458	–	–	0.13%	144
2024 Q2	$218K	Sell	13,458 -1,000	-7%	-$15.7K	0.14%	147
2024 Q1	$227K	Buy	14,458 +105	+0.7%	+$1.53K	0.14%	146
2023 Q4	$198K	Buy	14,353 +319	+2%	+$4.34K	0.14%	150
2023 Q3	$197K	Buy	14,034 +326	+2%	+$4.32K	0.14%	155
2023 Q2	$174K	Buy	13,708 +50	+0.4%	+$634	0.13%	151
2023 Q1	$170K	Buy	13,658 +49	+0.4%	+$619	0.13%	146
2022 Q4	$168K	Buy	+13,609	New	+$163K	0.14%	156

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

ViaWealth's ET Position: Q1 2026 in Review

ViaWealth reduced its Energy Transfer Partners (ET) stake by 3.2% in Q1 2026, selling an estimated $8.24K and leaving 13,520 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #141.

ViaWealth first reported a position in ET in Q4 2022 and has held it in 14 quarters since. The position peaked at $264K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

ViaWealth held 13,520 shares of Energy Transfer Partners worth $261K as of Q1 2026.
ViaWealth sold 450 Energy Transfer Partners shares in Q1 2026, an estimated $8.24K.
Energy Transfer Partners made up 0.15% of ViaWealth's portfolio in Q1 2026, its #141 holding.
ViaWealth first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Energy Transfer Partners position peaked at $264K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.