Western Wealth Management’s Energy Transfer Partners ET Stock Holding History

Western Wealth Management’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	$1.67M	Sell	86,328 -106	-0.1%	-$1.94K	0.06%	312
2025 Q4	$1.43M	Buy	86,434 +12,889	+18%	+$215K	0.07%	278
2025 Q3	$1.26M	Buy	73,545 +433	+0.6%	+$7.59K	0.07%	256
2025 Q2	$1.33M	Buy	73,112 +3,040	+4%	+$53K	0.08%	222
2025 Q1	$1.3M	Buy	70,072 +1,539	+2%	+$30K	0.09%	208
2024 Q4	$1.34M	Sell	68,533 -1,587	-2%	-$28.1K	0.09%	204
2024 Q3	$1.13M	Buy	70,120 +778	+1%	+$12.5K	0.06%	290
2024 Q2	$1.12M	Buy	69,342 +1,427	+2%	+$22.4K	0.08%	212
2024 Q1	$1.07M	Buy	67,915 +679	+1%	+$9.89K	0.08%	221
2023 Q4	$928K	Buy	67,236 +6,893	+11%	+$93.7K	0.07%	290
2023 Q3	$847K	Buy	60,343 +343	+0.6%	+$4.55K	0.07%	280
2023 Q2	$762K	Sell	60,000 -118	-0.2%	-$1.5K	0.07%	293
2023 Q1	$750K	Buy	60,118 +12,601	+27%	+$159K	0.07%	284
2022 Q4	$564K	Sell	47,517 -55,446	-54%	-$665K	0.06%	317
2022 Q3	$1.14M	Sell	102,963 -374	-0.4%	-$4.17K	0.07%	279
2022 Q2	$1.03M	Sell	103,337 -1	-0%	-$11	0.06%	297
2022 Q1	$1.16M	Buy	103,338 +61,637	+148%	+$611K	0.06%	314
2021 Q4	$344K	Buy	+41,701	New	+$379K	0.03%	424
2021 Q2	$420K	Sell	39,511 -9,318	-19%	-$89.3K	0.04%	401
2021 Q1	$375K	Buy	48,829 +3,576	+8%	+$26.1K	0.05%	352
2020 Q4	$280K	Sell	45,253 -1,477	-3%	-$8.94K	0.04%	368
2020 Q3	$253K	Buy	46,730 +1,034	+2%	+$6.56K	0.04%	368
2020 Q2	$325K	Buy	45,696 +1,529	+3%	+$11.3K	0.06%	298
2020 Q1	$205K	Buy	44,167 +10,824	+32%	+$115K	0.05%	336
2019 Q4	$428K	Sell	33,343 -278	-0.8%	-$3.43K	0.06%	254
2019 Q3	$439K	Buy	33,621 +605	+2%	+$8.44K	0.09%	233
2019 Q2	$465K	Sell	33,016 -260	-0.8%	-$3.85K	0.06%	237
2019 Q1	$515K	Sell	33,276 -177	-0.5%	-$2.63K	0.11%	203
2018 Q4	$440K	Buy	+33,453	New	+$508K	0.12%	193

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

Western Wealth Management's ET Position: Q1 2026 in Review

Western Wealth Management reduced its Energy Transfer Partners (ET) stake by 0.12% in Q1 2026, selling an estimated $1.94K and leaving 86,328 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #312.

Western Wealth Management first reported a position in ET in Q4 2018 and has held it in 29 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Western Wealth Management held 86,328 shares of Energy Transfer Partners worth $1.67M as of Q1 2026.
Western Wealth Management sold 106 Energy Transfer Partners shares in Q1 2026, an estimated $1.94K.
Energy Transfer Partners made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #312 holding.
Western Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 29 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.