Atlas Private Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Atlas Private 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	$219K	Buy	11,466 +186	+2%	+$3.6K	0.05%	133
2026 Q1	$218K	Buy	11,280 +194	+2%	+$3.55K	0.05%	129
2025 Q4	$183K	Buy	11,086 +213	+2%	+$3.55K	0.04%	133
2025 Q3	$187K	Sell	10,873 -12,055	-53%	-$211K	0.05%	133
2025 Q2	$416K	Buy	22,928 +378	+2%	+$6.6K	0.05%	131
2025 Q1	$419K	Buy	22,550 +328	+1%	+$6.39K	0.06%	122
2024 Q4	$435K	Buy	22,222 +366	+2%	+$6.48K	0.06%	109
2024 Q3	$351K	Buy	21,856 +386	+2%	+$6.21K	0.05%	112
2024 Q2	$348K	Buy	21,470 +10,928	+104%	+$172K	0.06%	111
2024 Q1	$166K	Sell	10,542 -10,133	-49%	-$148K	0.06%	108
2023 Q4	$285K	Buy	20,675 +427	+2%	+$5.8K	0.05%	125
2023 Q3	$284K	Buy	20,248 +429	+2%	+$5.69K	0.05%	145
2023 Q2	$252K	Buy	+19,819	New	+$251K	0.05%	157
2021 Q4	–	Sell	-9,086	Closed	-$87K	–	326
2021 Q3	$87K	Hold	9,086	–	–	0.05%	183
2021 Q2	$97K	Buy	9,086 +3,000	+49%	+$28.7K	0.05%	163
2021 Q1	$47K	Buy	6,086 +3,000	+97%	+$21.9K	0.03%	238
2020 Q4	$19K	Hold	3,086	–	–	0.01%	338
2020 Q3	$17K	Hold	3,086	–	–	0.01%	332
2020 Q2	$22K	Buy	+3,086	New	+$22.9K	0.02%	303

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

Atlas Private Wealth Advisors's ET Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its Energy Transfer Partners (ET) stake by 1.6% in Q2 2026, buying an estimated $3.6K and bringing the position to 11,466 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #133.

Atlas Private Wealth Advisors first reported a position in ET in Q2 2020 and has held it in 19 quarters since. The position peaked at $435K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Atlas Private Wealth Advisors held 11,466 shares of Energy Transfer Partners worth $219K as of Q2 2026.
Atlas Private Wealth Advisors bought 186 Energy Transfer Partners shares in Q2 2026, an estimated $3.6K.
Energy Transfer Partners made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #133 holding.
Atlas Private Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 19 quarters since.
Atlas Private Wealth Advisors's Energy Transfer Partners position peaked at $435K in Q4 2024.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.