Waverly Advisors’s Energy Transfer Partners ET Stock Holding History

Waverly 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	$33.3M	Buy	1,725,843 +314,965	+22%	+$5.77M	0.25%	81
2025 Q4	$23.3M	Buy	1,410,878 +122,070	+9%	+$2.03M	0.19%	107
2025 Q3	$22.1M	Sell	1,288,808 -24,889	-2%	-$436K	0.22%	88
2025 Q2	$23.8M	Buy	1,313,697 +10,003	+0.8%	+$175K	0.26%	80
2025 Q1	$24.2M	Buy	1,303,694 +920,530	+240%	+$17.9M	0.3%	75
2024 Q4	$7.51M	Buy	383,164 +138,231	+56%	+$2.45M	0.12%	172
2024 Q3	$3.93M	Sell	244,933 -3,267	-1%	-$52.6K	0.07%	221
2024 Q2	$4.03M	Buy	248,200 +23,148	+10%	+$364K	0.08%	218
2024 Q1	$3.54M	Buy	225,052 +2,521	+1%	+$36.7K	0.08%	186
2023 Q4	$3.07M	Buy	+222,531	New	+$3.02M	0.12%	113

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

Waverly Advisors's ET Position: Q1 2026 in Review

Waverly Advisors increased its Energy Transfer Partners (ET) stake by 22% in Q1 2026, buying an estimated $5.77M and bringing the position to 1,725,843 shares worth $33.3M. The position accounts for 0.25% of the portfolio, ranked #81.

Waverly Advisors first reported a position in ET in Q4 2023 and has held it in 10 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Waverly Advisors held 1,725,843 shares of Energy Transfer Partners worth $33.3M as of Q1 2026.
Waverly Advisors bought 314,965 Energy Transfer Partners shares in Q1 2026, an estimated $5.77M.
Energy Transfer Partners made up 0.25% of Waverly Advisors's portfolio in Q1 2026, its #81 holding.
Waverly Advisors first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 10 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.