Axxcess Wealth Management’s Energy Transfer Partners ET Stock Holding History

Axxcess Wealth 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	$2.57M	Buy	+134,661	New	+$2.61M	0.04%	349
2026 Q1	–	Sell	-18,482	Closed	-$305K	–	587
2025 Q4	$305K	Buy	18,482 +1,315	+8%	+$21.9K	0.01%	845
2025 Q3	$295K	Sell	17,167 -670	-4%	-$11.7K	0.01%	761
2025 Q2	$323K	Sell	17,837 -185	-1%	-$3.23K	0.01%	699
2025 Q1	$335K	Buy	18,022 +320	+2%	+$6.23K	0.01%	650
2024 Q4	$347K	Buy	17,702 +166	+0.9%	+$2.94K	0.01%	635
2024 Q3	$281K	Buy	17,536 +256	+1%	+$4.12K	0.01%	706
2024 Q2	$280K	Sell	17,280 -47,140	-73%	-$741K	0.01%	672
2024 Q1	$1.01M	Sell	64,420 -2,530	-4%	-$36.9K	0.03%	370
2023 Q4	$924K	Buy	66,950 +17,114	+34%	+$233K	0.03%	374
2023 Q3	$699K	Buy	+49,836	New	+$661K	0.02%	384
2023 Q2	–	Sell	-27,425	Closed	-$342K	–	625
2023 Q1	$342K	Buy	27,425 +9,135	+50%	+$115K	0.03%	450
2022 Q4	$217K	Sell	18,290 -61,963	-77%	-$743K	0.02%	533
2022 Q3	$885K	Buy	80,253 +80	+0.1%	+$891	0.08%	208
2022 Q2	$800K	Buy	80,173 +61,280	+324%	+$686K	0.07%	221
2022 Q1	$211K	Buy	+18,893	New	+$187K	0.02%	574

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

Axxcess Wealth Management's ET Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Energy Transfer Partners (ET) in Q2 2026: 134,661 shares worth $2.57M. The stake represents 0.04% of the portfolio and ranks #349 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ET as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ET in Q1 2022 and has held it in 16 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Axxcess Wealth Management held 134,661 shares of Energy Transfer Partners worth $2.57M as of Q2 2026.
Energy Transfer Partners was a new Axxcess Wealth Management position in Q2 2026.
Energy Transfer Partners made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #349 holding.
Axxcess Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 16 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.