Axiom Investment Management’s Energy Transfer Partners ET Stock Holding History

Axiom Investment Management’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	$1.29M	Sell	67,412 -23,489	-26%	-$455K	0.86%	36
2026 Q1	$1.75M	Buy	+90,901	New	+$1.66M	1.33%	17
2022 Q4	$415K	Buy	35,000 +23,500	+204%	+$282K	1.08%	26
2022 Q3	$127K	Buy	11,500 +1,500	+15%	+$16.7K	0.25%	82
2022 Q2	$100K	Buy	+10,000	New	+$112K	0.29%	64
2020 Q4	–	Sell	-15,438	Closed	-$84K	–	141
2020 Q3	$84K	Buy	15,438 +167	+1%	+$1.06K	0.1%	113
2020 Q2	$109K	Buy	15,271 +152	+1%	+$1.13K	0.14%	102
2020 Q1	$69K	Buy	15,119 +81	+0.5%	+$863	0.12%	96
2019 Q4	$193K	Sell	15,038 -819	-5%	-$10.1K	0.28%	103
2019 Q3	$207K	Sell	15,857 -1,076	-6%	-$15K	0.16%	156
2019 Q2	$239K	Buy	16,933 +65	+0.4%	+$962	0.04%	328
2019 Q1	$260K	Buy	16,868 +259	+2%	+$3.85K	0.05%	307
2018 Q4	$219K	Buy	+16,609	New	+$252K	0.05%	318

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

Axiom Investment Management's ET Position: Q2 2026 in Review

Axiom Investment Management reduced its Energy Transfer Partners (ET) stake by 26% in Q2 2026, selling an estimated $455K and leaving 67,412 shares worth $1.29M. The position accounts for 0.86% of the portfolio, ranked #36.

Axiom Investment Management first reported a position in ET in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.75M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Axiom Investment Management held 67,412 shares of Energy Transfer Partners worth $1.29M as of Q2 2026.
Axiom Investment Management sold 23,489 Energy Transfer Partners shares in Q2 2026, an estimated $455K.
Energy Transfer Partners made up 0.86% of Axiom Investment Management's portfolio in Q2 2026, its #36 holding.
Axiom Investment Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 13 quarters since.
Axiom Investment Management's Energy Transfer Partners position peaked at $1.75M in Q1 2026.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.