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Advisor OS’s Energy Transfer Partners ET Stock Holding History

Advisor OS’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
Q2 		$898K Sell
46,950
-3,579
-7% -$69.3K 0.06% 214
2026
Q1 		$975K Buy
50,529
+2,377
+5% +$43.5K 0.07% 186
2025
Q4 		$794K Sell
48,152
-1,653
-3% -$27.5K 0.06% 196
2025
Q3 		$855K Buy
49,805
+3,338
+7% +$58.5K 0.07% 177
2025
Q2 		$842K Sell
46,467
-3,468
-7% -$60.5K 0.08% 178
2025
Q1 		$928K Buy
49,935
+1,345
+3% +$26.2K 0.11% 138
2024
Q4 		$952K Buy
48,590
+2,580
+6% +$45.7K 0.11% 128
2024
Q3 		$738K Buy
46,010
+31
+0.1% +$499 0.07% 199
2024
Q2 		$746K Buy
45,979
+1,031
+2% +$16.2K 0.08% 195
2024
Q1 		$707K Buy
44,948
+948
+2% +$13.8K 0.08% 198
2023
Q4 		$607K Sell
44,000
-952
-2% -$12.9K 0.08% 189
2023
Q3 		$631K Buy
44,952
+1,090
+2% +$14.5K 0.09% 175
2023
Q2 		$557K Buy
43,862
+2,528
+6% +$32K 0.09% 195
2023
Q1 		$515K Hold
41,334
– – 0.12% 165
2022
Q4 		$491K Hold
41,334
– – 0.13% 152
2022
Q3 		$456K Hold
41,334
– – 0.14% 141
2022
Q2 		$413K Hold
41,334
– – 0.12% 155
2022
Q1 		$463K Hold
41,334
– – 0.13% 153
2021
Q4 		$340K Hold
41,334
– – 0.07% 200
2021
Q3 		$396K Hold
41,334
– – 0.09% 177
2021
Q2 		$439K Hold
41,334
– – 0.09% 150
2021
Q1 		$317K Hold
41,334
– – 0.07% 153
2020
Q4 		$255K Buy
+41,334
New +$250K 0.07% 120

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Advisor OS's ET Position: Q2 2026 in Review

Advisor OS reduced its Energy Transfer Partners (ET) stake by 7.1% in Q2 2026, selling an estimated $69.3K and leaving 46,950 shares worth $898K. The position accounts for 0.06% of the portfolio, ranked #214.

Advisor OS first reported a position in ET in Q4 2020 and has held it in 23 quarters since. The position peaked at $975K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Advisor OS held 46,950 shares of Energy Transfer Partners worth $898K as of Q2 2026.
  • Advisor OS sold 3,579 Energy Transfer Partners shares in Q2 2026, an estimated $69.3K.
  • Energy Transfer Partners made up 0.06% of Advisor OS's portfolio in Q2 2026, its #214 holding.
  • Advisor OS first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 23 quarters since.
  • Advisor OS's Energy Transfer Partners position peaked at $975K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.