WFA of San Diego’s Energy Transfer Partners ET Stock Holding History

WFA of San Diego’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	$77.2K	Hold	4,000	–	–	0.06%	149
2025 Q4	$66K	Hold	4,000	–	–	0.05%	172
2025 Q3	$68.6K	Hold	4,000	–	–	0.05%	168
2025 Q2	$72.5K	Buy	+4,000	New	+$69.8K	0.05%	169
2023 Q1	–	Sell	-2,500	Closed	-$29.7K	–	170
2022 Q4	$29.7K	Buy	+2,500	New	+$30K	0.02%	250

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

WFA of San Diego's ET Position: Q1 2026 in Review

WFA of San Diego held its Energy Transfer Partners (ET) position steady in Q1 2026 at 4,000 shares worth $77.2K. The position accounts for 0.06% of the portfolio, ranked #149.

WFA of San Diego first reported a position in ET in Q4 2022 and has held it in 5 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

WFA of San Diego held 4,000 shares of Energy Transfer Partners worth $77.2K as of Q1 2026.
WFA of San Diego left its Energy Transfer Partners share count unchanged in Q1 2026.
Energy Transfer Partners made up 0.06% of WFA of San Diego's portfolio in Q1 2026, its #149 holding.
WFA of San Diego first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 5 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.