Allium Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Allium Financial Advisors’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	$231K	Buy	12,084 +151	+1%	+$2.92K	0.15%	71
2026 Q1	$230K	Buy	11,933 +156	+1%	+$2.86K	0.18%	73
2025 Q4	$194K	Buy	11,777 +171	+1%	+$2.85K	0.15%	78
2025 Q3	$199K	Buy	+11,606	New	+$203K	0.16%	80

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

Allium Financial Advisors's ET Position: Q2 2026 in Review

Allium Financial Advisors increased its Energy Transfer Partners (ET) stake by 1.3% in Q2 2026, buying an estimated $2.92K and bringing the position to 12,084 shares worth $231K. The position accounts for 0.15% of the portfolio, ranked #71.

Allium Financial Advisors first reported a position in ET in Q3 2025 and has held it in 4 quarters since. 1,300 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Allium Financial Advisors held 12,084 shares of Energy Transfer Partners worth $231K as of Q2 2026.
Allium Financial Advisors bought 151 Energy Transfer Partners shares in Q2 2026, an estimated $2.92K.
Energy Transfer Partners made up 0.15% of Allium Financial Advisors's portfolio in Q2 2026, its #71 holding.
Allium Financial Advisors first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.