Beam Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Beam Wealth Advisors’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	$641K	Buy	33,542 +108	+0.3%	+$2.09K	0.14%	94
2026 Q1	$645K	Sell	33,434 -2,444	-7%	-$44.8K	0.16%	89
2025 Q4	$592K	Buy	35,878 +924	+3%	+$15.4K	0.16%	87
2025 Q3	$600K	Sell	34,954 -5,415	-13%	-$94.9K	0.16%	89
2025 Q2	$732K	Buy	40,369 +435	+1%	+$7.59K	0.22%	83
2025 Q1	$742K	Buy	39,934 +585	+1%	+$11.4K	0.25%	76
2024 Q4	$771K	Sell	39,349 -4,871	-11%	-$86.3K	0.24%	76
2024 Q3	$710K	Buy	44,220 +3,137	+8%	+$50.5K	0.22%	79
2024 Q2	$666K	Buy	41,083 +30,864	+302%	+$485K	0.22%	75
2024 Q1	$161K	Buy	+10,219	New	+$149K	0.1%	111
2020 Q3	–	Sell	-13,206	Closed	-$81K	–	138
2020 Q2	$81K	Buy	+13,206	New	+$97.9K	0.08%	131

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

Beam Wealth Advisors's ET Position: Q2 2026 in Review

Beam Wealth Advisors increased its Energy Transfer Partners (ET) stake by 0.32% in Q2 2026, buying an estimated $2.09K and bringing the position to 33,542 shares worth $641K. The position accounts for 0.14% of the portfolio, ranked #94.

Beam Wealth Advisors first reported a position in ET in Q2 2020 and has held it in 11 quarters since. The position peaked at $771K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Beam Wealth Advisors held 33,542 shares of Energy Transfer Partners worth $641K as of Q2 2026.
Beam Wealth Advisors bought 108 Energy Transfer Partners shares in Q2 2026, an estimated $2.09K.
Energy Transfer Partners made up 0.14% of Beam Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Beam Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 11 quarters since.
Beam Wealth Advisors's Energy Transfer Partners position peaked at $771K in Q4 2024.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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