BHWM
ET icon

Beaird Harris Wealth Management’s Energy Transfer Partners ET Stock Holding History

Beaird Harris 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 		$25.5K Hold
1,332
– – ﹤0.01% 318
2026
Q1 		$25.7K Hold
1,332
– – ﹤0.01% 297
2025
Q4 		$22K Hold
1,332
– – ﹤0.01% 330
2025
Q3 		$22.9K Hold
1,332
– – ﹤0.01% 320
2025
Q2 		$24.1K Hold
1,332
– – ﹤0.01% 314
2025
Q1 		$24.8K Sell
1,332
-820
-38% -$16K ﹤0.01% 294
2024
Q4 		$42.2K Buy
2,152
+820
+62% +$14.5K ﹤0.01% 240
2024
Q3 		$21.4K Sell
1,332
-1,369,299
-100% -$22M ﹤0.01% 289
2024
Q2 		$22.2M Hold
1,370,631
– – 2.09% 18
2024
Q1 		$21.6M Hold
1,370,631
– – 2.1% 18
2023
Q4 		$18.9M Hold
1,370,631
– – 1.98% 18
2023
Q3 		$19.2M Hold
1,370,631
– – 2.3% 18
2023
Q2 		$17.4M Sell
1,370,631
-1,248
-0.1% -$15.8K 2.08% 18
2023
Q1 		$17.1M Buy
1,371,879
+2,511
+0.2% +$31.7K 3.07% 14
2022
Q4 		$16.3M Hold
1,369,368
– – 3.04% 13
2022
Q3 		$15.1M Buy
1,369,368
+1,369,299
+1,984,491% +$15.2M 3.31% 13
2022
Q2 		$1K Sell
69
-1,369,299
-100% -$15.3M ﹤0.01% 369
2022
Q1 		$15.3M Hold
1,369,368
– – 5.54% 5
2021
Q4 		$11.3M Buy
+1,369,368
New +$12.4M 4.12% 5

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

Beaird Harris Wealth Management's ET Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 1,332 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Beaird Harris Wealth Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.2M in Q2 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Beaird Harris Wealth Management held 1,332 shares of Energy Transfer Partners worth $25.5K as of Q2 2026.
  • Beaird Harris Wealth Management left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Beaird Harris Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Energy Transfer Partners position peaked at $22.2M in Q2 2024.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.