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

WCG 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	$982K	Buy	50,874 +1,865	+4%	+$34.1K	0.03%	383
2025 Q4	$808K	Buy	49,009 +34,033	+227%	+$567K	0.02%	383
2025 Q3	$257K	Hold	14,976	–	–	0.02%	327
2025 Q2	$272K	Buy	14,976 +488	+3%	+$8.52K	0.02%	318
2025 Q1	$269K	Hold	14,488	–	–	0.02%	269
2024 Q4	$284K	Buy	14,488 +871	+6%	+$15.4K	0.02%	289
2024 Q3	$219K	Buy	13,617 +454	+3%	+$7.3K	0.01%	306
2024 Q2	$213K	Sell	13,163 -1,725	-12%	-$27.1K	0.02%	274
2024 Q1	$234K	Sell	14,888 -3,212	-18%	-$46.8K	0.02%	254
2023 Q4	$250K	Sell	18,100 -1,010	-5%	-$13.7K	0.02%	290
2023 Q3	$268K	Buy	+19,110	New	+$253K	0.02%	270

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

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

WCG Wealth Advisors increased its Energy Transfer Partners (ET) stake by 3.8% in Q1 2026, buying an estimated $34.1K and bringing the position to 50,874 shares worth $982K. The position accounts for 0.03% of the portfolio, ranked #383.

WCG Wealth Advisors first reported a position in ET in Q3 2023 and has held it in 11 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

WCG Wealth Advisors held 50,874 shares of Energy Transfer Partners worth $982K as of Q1 2026.
WCG Wealth Advisors bought 1,865 Energy Transfer Partners shares in Q1 2026, an estimated $34.1K.
Energy Transfer Partners made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #383 holding.
WCG Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 11 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.