Baldwin Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Baldwin Wealth Partners’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	$4.6M	Sell	240,664 -11,517	-5%	-$223K	0.3%	61
2026 Q1	$4.87M	Sell	252,181 -5,422	-2%	-$99.3K	0.35%	57
2025 Q4	$4.25M	Sell	257,603 -3,000	-1%	-$49.9K	0.27%	59
2025 Q3	$4.47M	Sell	260,603 -5,400	-2%	-$94.7K	0.29%	58
2025 Q2	$4.82M	Sell	266,003 -2,750	-1%	-$48K	0.33%	60
2025 Q1	$5M	Sell	268,753 -17,826	-6%	-$347K	0.35%	58
2024 Q4	$5.61M	Buy	286,579 +1,650	+0.6%	+$29.2K	0.39%	58
2024 Q3	$4.57M	Sell	284,929 -2,200	-0.8%	-$35.4K	0.31%	61
2024 Q2	$4.66M	Hold	287,129	–	–	0.36%	59
2024 Q1	$4.52M	Sell	287,129 -1,200	-0.4%	-$17.5K	0.34%	63
2023 Q4	$3.98M	Buy	288,329 +400	+0.1%	+$5.44K	0.31%	63
2023 Q3	$4.04M	Sell	287,929 -3,300	-1%	-$43.8K	0.35%	63
2023 Q2	$3.7M	Sell	291,229 -4,500	-2%	-$57K	0.3%	69
2023 Q1	$3.69M	Buy	295,729 +16,300	+6%	+$206K	0.32%	67
2022 Q4	$3.32M	Buy	279,429 +214,225	+329%	+$2.57M	0.3%	78
2022 Q3	$719K	Sell	65,204 -451	-0.7%	-$5.02K	0.1%	81
2022 Q2	$655K	Sell	65,655 -450	-0.7%	-$5.04K	0.08%	86
2022 Q1	$740K	Hold	66,105	–	–	0.08%	89
2021 Q4	$544K	Hold	66,105	–	–	0.05%	117
2021 Q3	$633K	Hold	66,105	–	–	0.07%	95
2021 Q2	$703K	Buy	66,105 +3,000	+5%	+$28.7K	0.08%	90
2021 Q1	$485K	Hold	63,105	–	–	0.06%	108
2020 Q4	$390K	Hold	63,105	–	–	0.05%	125
2020 Q3	$342K	Hold	63,105	–	–	0.05%	127
2020 Q2	$449K	Sell	63,105 -339	-0.5%	-$2.51K	0.07%	103
2020 Q1	$292K	Sell	63,444 -6,650	-9%	-$70.9K	0.05%	124
2019 Q4	$899K	Sell	70,094 -24,799	-26%	-$306K	0.13%	83
2019 Q3	$1.24M	Sell	94,893 -36,339	-28%	-$507K	0.19%	71
2019 Q2	$1.85M	Sell	131,232 -6,690	-5%	-$99K	0.27%	64
2019 Q1	$2.12M	Buy	137,922 +8,252	+6%	+$123K	0.32%	59
2018 Q4	$1.71M	Buy	129,670 +69,404	+115%	+$1.05M	0.29%	60
2018 Q3	$1.05M	Buy	60,266 +34,803	+137%	+$618K	0.15%	88
2018 Q2	$439K	Buy	25,463 +24,799	+3,735%	+$407K	0.07%	135
2018 Q1	$9K	Sell	664 -600	-47%	-$9.97K	﹤0.01%	440
2017 Q4	$22K	Hold	1,264	–	–	﹤0.01%	365
2017 Q3	$22K	Hold	1,264	–	–	﹤0.01%	360
2017 Q2	$23K	Sell	1,264 -140	-10%	-$2.49K	﹤0.01%	363
2017 Q1	$28K	Hold	1,404	–	–	﹤0.01%	340
2016 Q4	$27K	Hold	1,404	–	–	﹤0.01%	345
2016 Q3	$24K	Hold	1,404	–	–	﹤0.01%	362
2016 Q2	$20K	Hold	1,404	–	–	﹤0.01%	338
2016 Q1	$10K	Sell	1,404 -9,300	-87%	-$73K	﹤0.01%	411
2015 Q4	$147K	Sell	10,704 -5,700	-35%	-$107K	0.02%	217
2015 Q3	$341K	Sell	16,404 -1,500	-8%	-$42.4K	0.06%	183
2015 Q2	$574K	Sell	17,904 -736	-4%	-$24.7K	0.09%	163
2015 Q1	$591K	Sell	18,640 -1,064	-5%	-$31.5K	0.09%	160
2014 Q4	$565K	Sell	19,704 -500	-2%	-$14.4K	0.08%	168
2014 Q3	$623K	Hold	20,204	–	–	0.09%	166
2014 Q2	$595K	Hold	20,204	–	–	0.09%	163
2014 Q1	$472K	Buy	20,204 +8,740	+76%	+$189K	0.08%	169
2013 Q4	$234K	Buy	+11,464	New	+$206K	0.04%	217

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baldwin Wealth Partners's ET Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Energy Transfer Partners (ET) stake by 4.6% in Q2 2026, selling an estimated $223K and leaving 240,664 shares worth $4.6M. The position accounts for 0.3% of the portfolio, ranked #61.

Baldwin Wealth Partners first reported a position in ET in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.61M in Q4 2024. 573 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Baldwin Wealth Partners held 240,664 shares of Energy Transfer Partners worth $4.6M as of Q2 2026.
Baldwin Wealth Partners sold 11,517 Energy Transfer Partners shares in Q2 2026, an estimated $223K.
Energy Transfer Partners made up 0.3% of Baldwin Wealth Partners's portfolio in Q2 2026, its #61 holding.
Baldwin Wealth Partners first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 51 quarters since.
Baldwin Wealth Partners's Energy Transfer Partners position peaked at $5.61M in Q4 2024.
573 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.