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

Xcel 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	$1.14M	Buy	+58,985	New	+$1.08M	0.31%	64
2025 Q4	–	Sell	-19,150	Closed	-$329K	–	145
2025 Q3	$329K	Buy	19,150 +1,000	+6%	+$17.5K	0.09%	120
2025 Q2	$329K	Buy	18,150 +4,250	+31%	+$74.2K	0.09%	110
2025 Q1	$258K	Buy	+13,900	New	+$271K	0.08%	121

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

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

Xcel Wealth Management opened a new position in Energy Transfer Partners (ET) in Q1 2026: 58,985 shares worth $1.14M. The stake represents 0.31% of the portfolio and ranks #64 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in ET as recently as Q3 2025.

Xcel Wealth Management first reported a position in ET in Q1 2025 and has held it in 4 quarters since. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

Xcel Wealth Management held 58,985 shares of Energy Transfer Partners worth $1.14M as of Q1 2026.
Energy Transfer Partners was a new Xcel Wealth Management position in Q1 2026.
Energy Transfer Partners made up 0.31% of Xcel Wealth Management's portfolio in Q1 2026, its #64 holding.
Xcel Wealth Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 4 quarters since.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.