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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
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

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 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. 394 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.
  • 394 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.