WDG
ET icon

Wealth Dimensions Group’s Energy Transfer Partners ET Stock Holding History

Wealth Dimensions Group’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 		$333K Buy
17,269
+1,182
+7% +$21.6K 0.07% 134
2025
Q4 		$265K Buy
16,087
+1,004
+7% +$16.7K 0.05% 141
2025
Q3 		$259K Buy
+15,083
New +$264K 0.05% 154

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 Dimensions Group's ET Position: Q1 2026 in Review

Wealth Dimensions Group increased its Energy Transfer Partners (ET) stake by 7.3% in Q1 2026, buying an estimated $21.6K and bringing the position to 17,269 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #134.

Wealth Dimensions Group first reported a position in ET in Q3 2025 and has held it in 3 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

  • Wealth Dimensions Group held 17,269 shares of Energy Transfer Partners worth $333K as of Q1 2026.
  • Wealth Dimensions Group bought 1,182 Energy Transfer Partners shares in Q1 2026, an estimated $21.6K.
  • Energy Transfer Partners made up 0.07% of Wealth Dimensions Group's portfolio in Q1 2026, its #134 holding.
  • Wealth Dimensions Group first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 3 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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