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

Westwood 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	$299K	Buy	+15,500	New	+$284K	0.12%	37
2025 Q4	–	Sell	-15,500	Closed	-$266K	–	110
2025 Q3	$266K	Hold	15,500	–	–	0.1%	42
2025 Q2	$281K	Sell	15,500 -1,900	-11%	-$33.2K	0.09%	43
2025 Q1	$323K	Buy	17,400 +1,900	+12%	+$37K	0.14%	40
2024 Q4	$304K	Hold	15,500	–	–	0.11%	38
2024 Q3	$249K	Buy	15,500 +500	+3%	+$8.04K	0.1%	36
2024 Q2	$243K	Hold	15,000	–	–	0.09%	40
2024 Q1	$236K	Hold	15,000	–	–	0.12%	37
2023 Q4	$207K	Buy	15,000 +2,000	+15%	+$27.2K	0.16%	33
2023 Q3	$182K	Hold	13,000	–	–	0.12%	40
2023 Q2	$165K	Hold	13,000	–	–	0.12%	43
2023 Q1	$162K	Hold	13,000	–	–	0.14%	43
2022 Q4	$154K	Buy	+13,000	New	+$156K	0.19%	40

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 $6.22B AUM 18.97% 1-Year Est. Return

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

Westwood Wealth Management opened a new position in Energy Transfer Partners (ET) in Q1 2026: 15,500 shares worth $299K. The stake represents 0.12% of the portfolio and ranks #37 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in ET as recently as Q3 2025.

Westwood Wealth Management first reported a position in ET in Q4 2022 and has held it in 13 quarters since. The position peaked at $323K in Q1 2025. 1,294 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Westwood Wealth Management held 15,500 shares of Energy Transfer Partners worth $299K as of Q1 2026.
Energy Transfer Partners was a new Westwood Wealth Management position in Q1 2026.
Energy Transfer Partners made up 0.12% of Westwood Wealth Management's portfolio in Q1 2026, its #37 holding.
Westwood Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 13 quarters since.
Westwood Wealth Management's Energy Transfer Partners position peaked at $323K in Q1 2025.
1,294 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.