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

Wealth Preservation 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	$43.7K	Sell	2,264 -222	-9%	-$4.07K	0.04%	185
2025 Q4	$41K	Buy	2,486 +126	+5%	+$2.1K	0.02%	213
2025 Q3	$40.5K	Hold	2,360	–	–	0.02%	200
2025 Q2	$42.8K	Sell	2,360 -1,900	-45%	-$33.2K	0.03%	200
2025 Q1	$79.2K	Buy	+4,260	New	+$83K	0.06%	140

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 Preservation Advisors's ET Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Energy Transfer Partners (ET) stake by 8.9% in Q1 2026, selling an estimated $4.07K and leaving 2,264 shares worth $43.7K. The position accounts for 0.04% of the portfolio, ranked #185.

Wealth Preservation Advisors first reported a position in ET in Q1 2025 and has held it in 5 quarters since. The position peaked at $79.2K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Wealth Preservation Advisors held 2,264 shares of Energy Transfer Partners worth $43.7K as of Q1 2026.
Wealth Preservation Advisors sold 222 Energy Transfer Partners shares in Q1 2026, an estimated $4.07K.
Energy Transfer Partners made up 0.04% of Wealth Preservation Advisors's portfolio in Q1 2026, its #185 holding.
Wealth Preservation Advisors first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's Energy Transfer Partners position peaked at $79.2K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

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