AssuredPartners Investment Advisors’s Energy Transfer Partners ET Stock Holding History

AssuredPartners Investment 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	$330K	Sell	17,246 -3,338	-16%	-$64.6K	0.03%	327
2026 Q1	$390K	Sell	20,584 -1,313	-6%	-$24K	0.04%	294
2025 Q4	$361K	Buy	+21,897	New	+$364K	0.05%	250
2025 Q2	–	Sell	-14,096	Closed	-$262K	–	276
2025 Q1	$262K	Buy	14,096 +235	+2%	+$4.58K	0.05%	283
2024 Q4	$272K	Buy	+13,861	New	+$245K	0.05%	285

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

AssuredPartners Investment Advisors's ET Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Energy Transfer Partners (ET) stake by 16% in Q2 2026, selling an estimated $64.6K and leaving 17,246 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #327.

AssuredPartners Investment Advisors first reported a position in ET in Q4 2024 and has held it in 5 quarters since. The position peaked at $390K in Q1 2026. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

AssuredPartners Investment Advisors held 17,246 shares of Energy Transfer Partners worth $330K as of Q2 2026.
AssuredPartners Investment Advisors sold 3,338 Energy Transfer Partners shares in Q2 2026, an estimated $64.6K.
Energy Transfer Partners made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #327 holding.
AssuredPartners Investment Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Energy Transfer Partners position peaked at $390K in Q1 2026.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.