Annex Advisory Services’s Energy Transfer Partners ET Stock Holding History

Annex Advisory Services’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	$277K	Buy	14,490 +51	+0.4%	+$988	﹤0.01%	311
2026 Q1	$279K	Buy	14,439 +62	+0.4%	+$1.14K	0.01%	313
2025 Q4	$237K	Buy	+14,377	New	+$239K	﹤0.01%	322
2024 Q1	–	Sell	-11,520	Closed	-$159K	–	288
2023 Q4	$159K	Buy	+11,520	New	+$157K	0.01%	259
2020 Q4	–	Sell	-31,128	Closed	-$169K	–	196
2020 Q3	$169K	Buy	31,128 +7,128	+30%	+$45.2K	0.02%	133
2020 Q2	$171K	Sell	24,000 -400	-2%	-$2.96K	0.02%	120
2020 Q1	$112K	Buy	24,400 +400	+2%	+$4.26K	0.02%	121
2019 Q4	$308K	Sell	24,000 -2,282	-9%	-$28.1K	0.04%	103
2019 Q3	$344K	Buy	+26,282	New	+$366K	0.05%	95

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

Annex Advisory Services's ET Position: Q2 2026 in Review

Annex Advisory Services increased its Energy Transfer Partners (ET) stake by 0.35% in Q2 2026, buying an estimated $988 and bringing the position to 14,490 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Annex Advisory Services first reported a position in ET in Q3 2019 and has held it in 9 quarters since. The position peaked at $344K in Q3 2019. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Annex Advisory Services held 14,490 shares of Energy Transfer Partners worth $277K as of Q2 2026.
Annex Advisory Services bought 51 Energy Transfer Partners shares in Q2 2026, an estimated $988.
Energy Transfer Partners made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #311 holding.
Annex Advisory Services first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 9 quarters since.
Annex Advisory Services's Energy Transfer Partners position peaked at $344K in Q3 2019.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.