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Avion Wealth’s Energy Transfer Partners ET Stock Holding History

Avion Wealth’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 		$543K Sell
28,446
-2,273
-7% -$44K 0.1% 54
2026
Q1 		$592K Sell
30,719
-4,747
-13% -$86.9K 0.12% 47
2025
Q4 		$584K Sell
35,466
-12,860
-27% -$214K 0.12% 50
2025
Q3 		$829K Sell
48,326
-1,974
-4% -$34.6K 0.18% 40
2025
Q2 		$911K Sell
50,300
-3,560
-7% -$62.1K 0.21% 38
2025
Q1 		$1.05M Hold
53,860
– – 0.27% 37
2024
Q4 		$1.05M Buy
53,860
+135
+0.3% +$2.39K 0.27% 37
2024
Q3 		$862K Buy
53,725
+143
+0.3% +$2.3K 0.23% 35
2024
Q2 		$869K Buy
53,582
+241
+0.5% +$3.79K 0.24% 34
2024
Q1 		$840K Buy
53,341
+150
+0.3% +$2.19K 0.23% 36
2023
Q4 		$734K Buy
53,191
+156
+0.3% +$2.12K 0.21% 37
2023
Q3 		$744K Buy
53,035
+32
+0.1% +$424 0.21% 37
2023
Q2 		$673K Buy
53,003
+62
+0.1% +$786 0.18% 41
2023
Q1 		$628K Buy
52,941
+27
+0.1% +$341 0.17% 39
2022
Q4 		$583K Hold
52,914
– – 0.18% 39
2022
Q3 		$584K Buy
52,914
+24
+0% +$267 0.18% 39
2022
Q2 		$528K Buy
52,890
+6,733
+15% +$75.4K 0.16% 40
2022
Q1 		$516K Hold
46,157
– – 0.15% 37
2021
Q4 		$380K Sell
46,157
-359
-0.8% -$3.26K 0.11% 41
2021
Q3 		$446K Sell
46,516
-358
-0.8% -$3.44K 0.14% 32
2021
Q2 		$498K Hold
46,874
– – 0.15% 30
2021
Q1 		$360K Buy
46,874
+40,565
+643% +$296K 0.13% 33
2020
Q4 		$39K Sell
6,309
-1,386
-18% -$8.38K 0.01% 137
2020
Q3 		$42K Sell
7,695
-840
-10% -$5.33K 0.01% 98
2020
Q2 		$61K Sell
8,535
-2,108
-20% -$15.6K 0.02% 78
2020
Q1 		$49K Buy
10,643
+304
+3% +$3.24K 0.02% 85
2019
Q4 		$133K Sell
10,339
-4,897
-32% -$60.3K 0.12% 47
2019
Q3 		$199K Buy
+15,236
New +$212K 0.19% 43

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Avion Wealth's ET Position: Q2 2026 in Review

Avion Wealth reduced its Energy Transfer Partners (ET) stake by 7.4% in Q2 2026, selling an estimated $44K and leaving 28,446 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #54.

Avion Wealth first reported a position in ET in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.05M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Avion Wealth held 28,446 shares of Energy Transfer Partners worth $543K as of Q2 2026.
  • Avion Wealth sold 2,273 Energy Transfer Partners shares in Q2 2026, an estimated $44K.
  • Energy Transfer Partners made up 0.1% of Avion Wealth's portfolio in Q2 2026, its #54 holding.
  • Avion Wealth first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 28 quarters since.
  • Avion Wealth's Energy Transfer Partners position peaked at $1.05M in Q1 2025.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.