Amplius Wealth Advisors
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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
Q3 		$480K Buy
24,303
+417
+2% +$8.6K 0.03% 141
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% +$9.6K 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Amplius Wealth Advisors's ET Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Energy Transfer Partners (ET) stake by 1.7% in Q3 2026, buying an estimated $8.6K and bringing the position to 24,303 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #141.

Amplius Wealth Advisors first reported a position in ET in Q4 2021 and has held it in 19 quarters since. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Amplius Wealth Advisors held 24,303 shares of Energy Transfer Partners worth $480K as of Q3 2026.
  • Amplius Wealth Advisors bought 417 Energy Transfer Partners shares in Q3 2026, an estimated $8.6K.
  • Energy Transfer Partners made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #141 holding.
  • Amplius Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.