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Visionary Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Visionary 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 		$3.23M Sell
167,350
-820
-0.5% -$15K 0.14% 155
2025
Q4 		$2.77M Sell
168,170
-4,127
-2% -$68.7K 0.12% 160
2025
Q3 		$2.96M Sell
172,297
-2,977
-2% -$52.2K 0.14% 156
2025
Q2 		$3.18M Buy
175,274
+139,717
+393% +$2.44M 0.16% 146
2025
Q1 		$661K Buy
35,557
+1,188
+3% +$23.1K 0.04% 308
2024
Q4 		$673K Buy
34,369
+197
+0.6% +$3.49K 0.04% 307
2024
Q3 		$548K Sell
34,172
-397
-1% -$6.39K 0.03% 335
2024
Q2 		$561K Sell
34,569
-3,342
-9% -$52.5K 0.04% 310
2024
Q1 		$596K Buy
37,911
+221
+0.6% +$3.22K 0.04% 296
2023
Q4 		$520K Buy
37,690
+515
+1% +$7K 0.04% 308
2023
Q3 		$522K Buy
37,175
+993
+3% +$13.2K 0.04% 293
2023
Q2 		$460K Buy
36,182
+188
+0.5% +$2.38K 0.04% 305
2023
Q1 		$449K Buy
35,994
+364
+1% +$4.6K 0.04% 294
2022
Q4 		$423K Buy
35,630
+5,924
+20% +$71.1K 0.04% 261
2022
Q3 		$328K Buy
29,706
+4,231
+17% +$47.1K 0.03% 280
2022
Q2 		$254K Buy
25,475
+6,715
+36% +$75.2K 0.02% 352
2022
Q1 		$210K Buy
18,760
+5,630
+43% +$55.8K 0.02% 397
2021
Q4 		$108K Buy
13,130
+32
+0.2% +$291 0.01% 370
2021
Q3 		$125K Buy
13,098
+1,950
+17% +$18.7K 0.01% 300
2021
Q2 		$119K Buy
+11,148
New +$107K 0.01% 325
2020
Q4 		– Sell
-12,996
Closed -$70K – 293
2020
Q3 		$70K Buy
12,996
+2,492
+24% +$15.8K 0.01% 250
2020
Q2 		$75K Sell
10,504
-1,953
-16% -$14.5K 0.01% 229
2020
Q1 		$57K Buy
+12,457
New +$133K 0.01% 197

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

Visionary Wealth Advisors's ET Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 0.49% in Q1 2026, selling an estimated $15K and leaving 167,350 shares worth $3.23M. The position accounts for 0.14% of the portfolio, ranked #155.

Visionary Wealth Advisors first reported a position in ET in Q1 2020 and has held it in 23 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Visionary Wealth Advisors held 167,350 shares of Energy Transfer Partners worth $3.23M as of Q1 2026.
  • Visionary Wealth Advisors sold 820 Energy Transfer Partners shares in Q1 2026, an estimated $15K.
  • Energy Transfer Partners made up 0.14% of Visionary Wealth Advisors's portfolio in Q1 2026, its #155 holding.
  • Visionary Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 23 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.