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Allworth Financial’s Energy Transfer Partners ET Stock Holding History

Allworth Financial’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 		$2.39M Sell
125,029
-21,702
-15% -$420K 0.01% 485
2026
Q1 		$2.83M Sell
146,731
-16,369
-10% -$300K 0.01% 458
2025
Q4 		$2.69M Buy
163,100
+8,094
+5% +$135K 0.01% 472
2025
Q3 		$2.66M Buy
155,006
+8,886
+6% +$156K 0.01% 452
2025
Q2 		$2.65M Buy
146,120
+84,655
+138% +$1.48M 0.01% 432
2025
Q1 		$1.08M Buy
61,465
+7,398
+14% +$144K 0.01% 507
2024
Q4 		$1.13M Buy
54,067
+20,187
+60% +$357K 0.01% 506
2024
Q3 		$544K Buy
33,880
+3,540
+12% +$57K ﹤0.01% 559
2024
Q2 		$499K Buy
30,340
+14,046
+86% +$221K ﹤0.01% 568
2024
Q1 		$256K Buy
16,294
+4,929
+43% +$71.8K ﹤0.01% 709
2023
Q4 		$157K Buy
11,365
+3,670
+48% +$49.9K ﹤0.01% 789
2023
Q3 		$108K Sell
7,695
-1,578
-17% -$20.9K ﹤0.01% 854
2023
Q2 		$118K Buy
9,273
+1,921
+26% +$24.3K ﹤0.01% 837
2023
Q1 		$91.7K Buy
7,352
+35
+0.5% +$442 ﹤0.01% 888
2022
Q4 		$86.9K Buy
7,317
+951
+15% +$11.4K ﹤0.01% 854
2022
Q3 		$70K Buy
6,366
+3,319
+109% +$37K ﹤0.01% 865
2022
Q2 		$30K Sell
3,047
-188
-6% -$2.11K ﹤0.01% 1085
2022
Q1 		$36K Buy
3,235
+119
+4% +$1.18K ﹤0.01% 1012
2021
Q4 		$26K Sell
3,116
-4,684
-60% -$42.6K ﹤0.01% 1018
2021
Q3 		$75K Buy
7,800
+3
+0% +$29 ﹤0.01% 683
2021
Q2 		$83K Sell
7,797
-18,404
-70% -$176K ﹤0.01% 508
2021
Q1 		$201K Buy
26,201
+196
+0.8% +$1.43K ﹤0.01% 352
2020
Q4 		$161K Sell
26,005
-10,847
-29% -$65.6K ﹤0.01% 306
2020
Q3 		$200K Sell
36,852
-239
-0.6% -$1.52K 0.01% 242
2020
Q2 		$264K Buy
37,091
+35,550
+2,307% +$263K 0.01% 208
2020
Q1 		$7K Sell
1,541
-471
-23% -$5.02K ﹤0.01% 784
2019
Q4 		$26K Buy
2,012
+996
+98% +$12.3K ﹤0.01% 474
2019
Q3 		$13K Hold
1,016
– – ﹤0.01% 525
2019
Q2 		$14K Hold
1,016
– – ﹤0.01% 522
2019
Q1 		$16K Hold
1,016
– – ﹤0.01% 492
2018
Q4 		$13K Buy
+1,016
New +$15.4K ﹤0.01% 475

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

Allworth Financial's ET Position: Q2 2026 in Review

Allworth Financial reduced its Energy Transfer Partners (ET) stake by 15% in Q2 2026, selling an estimated $420K and leaving 125,029 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #485.

Allworth Financial first reported a position in ET in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.83M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Allworth Financial held 125,029 shares of Energy Transfer Partners worth $2.39M as of Q2 2026.
  • Allworth Financial sold 21,702 Energy Transfer Partners shares in Q2 2026, an estimated $420K.
  • Energy Transfer Partners made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #485 holding.
  • Allworth Financial first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
  • Allworth Financial's Energy Transfer Partners position peaked at $2.83M in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.