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

Affinity 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 Q2	$409K	Sell	21,417 -61	-0.3%	-$1.18K	0.05%	72
2026 Q1	$415K	Hold	21,478	–	–	0.06%	63
2025 Q4	$354K	Hold	21,478	–	–	0.05%	70
2025 Q3	$369K	Sell	21,478 -266	-1%	-$4.66K	0.05%	69
2025 Q2	$394K	Buy	21,744 +320	+1%	+$5.58K	0.06%	65
2025 Q1	$398K	Buy	21,424 +427	+2%	+$8.32K	0.07%	62
2024 Q4	$411K	Sell	20,997 -3	-0%	-$53	0.07%	65
2024 Q3	$337K	Sell	21,000 -1,570	-7%	-$25.3K	0.06%	79
2024 Q2	$366K	Buy	22,570 +240	+1%	+$3.77K	0.07%	67
2024 Q1	$351K	Sell	22,330 -12	-0.1%	-$175	0.07%	73
2023 Q4	$308K	Hold	22,342	–	–	0.06%	76
2023 Q3	$313K	Hold	22,342	–	–	0.07%	73
2023 Q2	$284K	Buy	22,342 +1,696	+8%	+$21.5K	0.07%	81
2023 Q1	$257K	Buy	20,646 +2,673	+15%	+$33.8K	0.06%	95
2022 Q4	$213K	Buy	+17,973	New	+$216K	0.05%	99

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Affinity Wealth Management's ET Position: Q2 2026 in Review

Affinity Wealth Management reduced its Energy Transfer Partners (ET) stake by 0.28% in Q2 2026, selling an estimated $1.18K and leaving 21,417 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #72.

Affinity Wealth Management first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $415K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Affinity Wealth Management held 21,417 shares of Energy Transfer Partners worth $409K as of Q2 2026.
Affinity Wealth Management sold 61 Energy Transfer Partners shares in Q2 2026, an estimated $1.18K.
Energy Transfer Partners made up 0.05% of Affinity Wealth Management's portfolio in Q2 2026, its #72 holding.
Affinity Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
Affinity Wealth Management's Energy Transfer Partners position peaked at $415K in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.