Atria Investments’s Energy Transfer Partners ET Stock Holding History

Atria Investments’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	+11,439	New	+$222K	﹤0.01%	2024
2024 Q4	–	Sell	-19,909	Closed	-$320K	–	1890
2024 Q3	$320K	Sell	19,909 -5,396	-21%	-$86.8K	﹤0.01%	1590
2024 Q2	$410K	Sell	25,305 -61,960	-71%	-$974K	0.01%	1406
2024 Q1	$1.37M	Sell	87,265 -8,417	-9%	-$123K	0.02%	805
2023 Q4	$1.32M	Buy	95,682 +2,705	+3%	+$36.8K	0.02%	775
2023 Q3	$1.3M	Sell	92,977 -4,147	-4%	-$55K	0.02%	732
2023 Q2	$1.23M	Buy	97,124 +3,001	+3%	+$38K	0.02%	758
2023 Q1	$1.17M	Sell	94,123 -3,365	-3%	-$42.5K	0.02%	747
2022 Q4	$1.16M	Sell	97,488 -2,201	-2%	-$26.4K	0.02%	706
2022 Q3	$1.1M	Buy	+99,689	New	+$1.11M	0.02%	692
2022 Q2	–	Sell	-107,998	Closed	-$1.21M	–	783
2022 Q1	$1.21M	Buy	+107,998	New	+$1.07M	0.02%	771
2020 Q2	–	Sell	-20,415	Closed	-$94K	–	604
2020 Q1	$94K	Buy	+20,415	New	+$218K	0.01%	563
2019 Q2	–	Sell	-47,044	Closed	-$723K	–	1002
2019 Q1	$723K	Buy	+47,044	New	+$699K	0.03%	434

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

Atria Investments's ET Position: Q2 2026 in Review

Atria Investments opened a new position in Energy Transfer Partners (ET) in Q2 2026: 11,439 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings. This is a return to the name: Atria Investments previously reported a position in ET as recently as Q3 2024.

Atria Investments first reported a position in ET in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.37M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Atria Investments held 11,439 shares of Energy Transfer Partners worth $219K as of Q2 2026.
Energy Transfer Partners was a new Atria Investments position in Q2 2026.
Energy Transfer Partners made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2024 holding.
Atria Investments first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 13 quarters since.
Atria Investments's Energy Transfer Partners position peaked at $1.37M in Q1 2024.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.