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Wealth Alliance’s Energy Transfer Partners ET Stock Holding History

Wealth Alliance’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 		– Sell
-15,143
Closed -$250K – 563
2025
Q4 		$250K Sell
15,143
-281
-2% -$4.68K 0.02% 481
2025
Q3 		$265K Sell
15,424
-240
-2% -$4.21K 0.03% 458
2025
Q2 		$284K Buy
15,664
+291
+2% +$5.08K 0.03% 429
2025
Q1 		$286K Buy
15,373
+369
+2% +$7.19K 0.03% 399
2024
Q4 		$294K Sell
15,004
-12,231
-45% -$217K 0.04% 389
2024
Q3 		$437K Sell
27,235
-5,918
-18% -$95.2K 0.05% 295
2024
Q2 		$538K Sell
33,153
-11,239
-25% -$177K 0.07% 238
2024
Q1 		$698K Sell
44,392
-4,671
-10% -$68K 0.09% 209
2023
Q4 		$677K Sell
49,063
-622
-1% -$8.45K 0.09% 209
2023
Q3 		$697K Sell
49,685
-9,497
-16% -$126K 0.11% 186
2023
Q2 		$752K Buy
59,182
+3,051
+5% +$38.7K 0.11% 183
2023
Q1 		$700K Buy
56,131
+12,626
+29% +$160K 0.11% 187
2022
Q4 		$516K Sell
43,505
-14,652
-25% -$176K 0.09% 231
2022
Q3 		$642K Buy
58,157
+17,329
+42% +$193K 0.13% 177
2022
Q2 		$408K Sell
40,828
-9,997
-20% -$112K 0.08% 244
2022
Q1 		$569K Buy
50,825
+18,798
+59% +$186K 0.12% 192
2021
Q4 		$264K Buy
32,027
+6,275
+24% +$57K 0.05% 358
2021
Q3 		$247K Sell
25,752
-519
-2% -$4.98K 0.06% 355
2021
Q2 		$279K Buy
26,271
+5,358
+26% +$51.3K 0.07% 339
2021
Q1 		$161K Sell
20,913
-7,645
-27% -$55.8K 0.05% 376
2020
Q4 		$176K Sell
28,558
-8,553
-23% -$51.7K 0.05% 371
2020
Q3 		$201K Buy
37,111
+3,501
+10% +$22.2K 0.07% 308
2020
Q2 		$239K Sell
33,610
-3,883
-10% -$28.8K 0.09% 258
2020
Q1 		$172K Buy
37,493
+12,957
+53% +$138K 0.09% 225
2019
Q4 		$315K Buy
+24,536
New +$302K 0.22% 70

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

Wealth Alliance's ET Position: Q1 2026 in Review

Wealth Alliance sold out of Energy Transfer Partners (ET) in Q1 2026, closing a stake of 15,143 shares — an estimated $250K sold.

Wealth Alliance first reported a position in ET in Q4 2019 and held it in 25 quarters. The position peaked at $752K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Wealth Alliance reported no remaining Energy Transfer Partners position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 15,143 Energy Transfer Partners shares in Q1 2026, an estimated $250K.
  • Wealth Alliance first reported a position in Energy Transfer Partners in Q4 2019 and held it in 25 quarters.
  • Wealth Alliance's Energy Transfer Partners position peaked at $752K in Q2 2023.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.