Wescott Financial Advisory Group’s Energy Transfer Partners ET Stock Holding History

Wescott Financial Advisory 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	$415K	Hold	21,519	–	–	0.04%	138
2025 Q4	$355K	Buy	+21,519	New	+$358K	0.03%	145
2023 Q4	–	Sell	-18,840	Closed	-$264K	–	166
2023 Q3	$264K	Sell	18,840 -19,087	-50%	-$253K	0.05%	136
2023 Q2	$482K	Buy	37,927 +901	+2%	+$11.4K	0.09%	103
2023 Q1	$462K	Buy	37,026 +842	+2%	+$10.6K	0.1%	97
2022 Q4	$429K	Buy	36,184 +770	+2%	+$9.24K	0.09%	97
2022 Q3	$391K	Buy	35,414 +938	+3%	+$10.4K	0.11%	95
2022 Q2	$344K	Buy	+34,476	New	+$386K	0.09%	100
2021 Q1	–	Sell	-41,443	Closed	-$256K	–	65
2020 Q4	$256K	Buy	+41,443	New	+$251K	0.18%	50

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

Wescott Financial Advisory Group's ET Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Energy Transfer Partners (ET) position steady in Q1 2026 at 21,519 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #138.

Wescott Financial Advisory Group first reported a position in ET in Q4 2020 and has held it in 9 quarters since. The position peaked at $482K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Wescott Financial Advisory Group held 21,519 shares of Energy Transfer Partners worth $415K as of Q1 2026.
Wescott Financial Advisory Group left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.04% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #138 holding.
Wescott Financial Advisory Group first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 9 quarters since.
Wescott Financial Advisory Group's Energy Transfer Partners position peaked at $482K in Q2 2023.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.