Amplius Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Amplius Wealth 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	$457K	Buy	23,886 +5,004	+27%	+$96.9K	0.03%	134
2026 Q1	$364K	Buy	18,882 +71	+0.4%	+$1.3K	0.03%	133
2025 Q4	$310K	Buy	18,811 +4,032	+27%	+$67.1K	0.03%	139
2025 Q3	$254K	Buy	14,779 +548	+4%	+$9.61K	0.02%	156
2025 Q2	$258K	Buy	14,231 +383	+3%	+$6.68K	0.02%	175
2025 Q1	$257K	Sell	13,848 -650	-4%	-$12.7K	0.03%	151
2024 Q4	$284K	Sell	14,498 -29	-0.2%	-$514	0.03%	141
2024 Q3	$233K	Sell	14,527 -51	-0.3%	-$821	0.03%	156
2024 Q2	$236K	Sell	14,578 -1,470	-9%	-$23.1K	0.03%	151
2024 Q1	$252K	Buy	16,048 +381	+2%	+$5.55K	0.03%	148
2023 Q4	$216K	Sell	15,667 -168	-1%	-$2.28K	0.03%	160
2023 Q3	$222K	Buy	15,835 +32	+0.2%	+$424	0.03%	143
2023 Q2	$201K	Sell	15,803 -68	-0.4%	-$862	0.03%	160
2023 Q1	$198K	Sell	15,871 -270	-2%	-$3.41K	0.03%	158
2022 Q4	$192K	Sell	16,141 -356	-2%	-$4.27K	0.03%	155
2022 Q3	$182K	Buy	16,497 +6,000	+57%	+$66.8K	0.03%	152
2022 Q2	$104K	Buy	+10,497	New	+$118K	0.02%	166
2022 Q1	–	Sell	-9,359	Closed	-$77K	–	402
2021 Q4	$77K	Buy	+9,359	New	+$85K	0.01%	276

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

Amplius Wealth Advisors's ET Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Energy Transfer Partners (ET) stake by 27% in Q2 2026, buying an estimated $96.9K and bringing the position to 23,886 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #134.

Amplius Wealth Advisors first reported a position in ET in Q4 2021 and has held it in 18 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Amplius Wealth Advisors held 23,886 shares of Energy Transfer Partners worth $457K as of Q2 2026.
Amplius Wealth Advisors bought 5,004 Energy Transfer Partners shares in Q2 2026, an estimated $96.9K.
Energy Transfer Partners made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Amplius Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 18 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.