Wealthspire Advisors (New York)’s Energy Transfer Partners ET Stock Holding History

Wealthspire Advisors (New York)’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	$507K	Sell	26,291 -11,043	-30%	-$202K	﹤0.01%	565
2025 Q4	$616K	Buy	37,334 +5,469	+17%	+$91K	﹤0.01%	552
2025 Q3	$547K	Buy	31,865 +1,652	+5%	+$29K	﹤0.01%	511
2025 Q2	$548K	Buy	30,213 +5,905	+24%	+$103K	﹤0.01%	520
2025 Q1	$452K	Sell	24,308 -105,894	-81%	-$2.06M	﹤0.01%	539
2024 Q4	$2.55M	Buy	130,202 +535	+0.4%	+$9.47K	0.03%	219
2024 Q3	$2.08M	Sell	129,667 -141	-0.1%	-$2.27K	0.02%	247
2024 Q2	$2.11M	Hold	129,808	–	–	0.03%	197
2024 Q1	$2.04M	Sell	129,808 -61,000	-32%	-$888K	0.03%	193
2023 Q4	$2.63M	Buy	190,808 +3,726	+2%	+$50.6K	0.04%	158
2023 Q3	$2.62M	Sell	187,082 -9,570	-5%	-$127K	0.04%	142
2023 Q2	$2.5M	Buy	196,652 +32,527	+20%	+$412K	0.04%	130
2023 Q1	$2.05M	Buy	164,125 +4,087	+3%	+$51.6K	0.04%	150
2022 Q4	$1.9M	Buy	160,038 +60,000	+60%	+$720K	0.03%	162
2022 Q3	$1.1M	Sell	100,038 -112,000	-53%	-$1.25M	0.02%	213
2022 Q2	$2.12M	Sell	212,038 -43,682	-17%	-$489K	0.04%	140
2022 Q1	$2.86M	Buy	255,720 +18,196	+8%	+$180K	0.06%	103
2021 Q4	$1.96M	Buy	237,524 +158,760	+202%	+$1.44M	0.04%	150
2021 Q3	$755K	Buy	+78,764	New	+$756K	0.02%	289
2021 Q1	–	Sell	-34,116	Closed	-$211K	–	706
2020 Q4	$211K	Buy	+34,116	New	+$206K	0.01%	537
2020 Q2	–	Sell	-33,678	Closed	-$155K	–	352
2020 Q1	$155K	Buy	+33,678	New	+$359K	0.01%	510

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 $6.36B AUM 17.8% 1-Year Est. Return

Wealthspire Advisors (New York)'s ET Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Energy Transfer Partners (ET) stake by 30% in Q1 2026, selling an estimated $202K and leaving 26,291 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Wealthspire Advisors (New York) first reported a position in ET in Q1 2020 and has held it in 21 quarters since. The position peaked at $2.86M in Q1 2022. 1,295 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Wealthspire Advisors (New York) held 26,291 shares of Energy Transfer Partners worth $507K as of Q1 2026.
Wealthspire Advisors (New York) sold 11,043 Energy Transfer Partners shares in Q1 2026, an estimated $202K.
Energy Transfer Partners made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #565 holding.
Wealthspire Advisors (New York) first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Energy Transfer Partners position peaked at $2.86M in Q1 2022.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.