Wealth Effects’s Energy Transfer Partners ET Stock Holding History

Wealth Effects’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	$267K	Hold	13,814	–	–	0.09%	176
2025 Q4	$228K	Hold	13,814	–	–	0.07%	186
2025 Q3	$237K	Hold	13,814	–	–	0.08%	185
2025 Q2	$250K	Hold	13,814	–	–	0.09%	173
2025 Q1	$257K	Hold	13,814	–	–	0.11%	161
2024 Q4	$271K	Buy	13,814 +300	+2%	+$5.31K	0.1%	174
2024 Q3	$217K	Hold	13,514	–	–	0.08%	186
2024 Q2	$219K	Buy	13,514 +2,800	+26%	+$44K	0.08%	181
2024 Q1	$169K	Hold	10,714	–	–	0.06%	202
2023 Q4	$148K	Buy	10,714 +214	+2%	+$2.91K	0.06%	212
2023 Q3	$147K	Buy	10,500 +200	+2%	+$2.65K	0.07%	175
2023 Q2	$131K	Hold	10,300	–	–	0.06%	186
2023 Q1	$128K	Buy	10,300 +300	+3%	+$3.79K	0.07%	182
2022 Q4	$119K	Hold	10,000	–	–	0.07%	177
2022 Q3	$110K	Hold	10,000	–	–	0.07%	172
2022 Q2	$100K	Sell	10,000 -672	-6%	-$7.53K	0.06%	180
2022 Q1	$119K	Hold	10,672	–	–	0.06%	194
2021 Q4	$88K	Buy	+10,672	New	+$97K	0.04%	209

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

Wealth Effects's ET Position: Q1 2026 in Review

Wealth Effects held its Energy Transfer Partners (ET) position steady in Q1 2026 at 13,814 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #176.

Wealth Effects first reported a position in ET in Q4 2021 and has held it in 18 quarters since. The position peaked at $271K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Wealth Effects held 13,814 shares of Energy Transfer Partners worth $267K as of Q1 2026.
Wealth Effects left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #176 holding.
Wealth Effects first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's Energy Transfer Partners position peaked at $271K in Q4 2024.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.