Beverly Hills Private Wealth’s Energy Transfer Partners ET Stock Holding History

Beverly Hills Private Wealth’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	$3.31M	Sell	173,373 -53	-0%	-$1.03K	0.63%	48
2026 Q1	$3.35M	Buy	173,426 +730	+0.4%	+$13.4K	0.56%	52
2025 Q4	$2.85M	Hold	172,696	–	–	0.49%	62
2025 Q3	$2.96M	Hold	172,696	–	–	0.52%	53
2025 Q2	$3.13M	Buy	172,696 +1,470	+0.9%	+$25.7K	0.59%	47
2025 Q1	$3.18M	Buy	171,226 +1,970	+1%	+$38.4K	0.63%	41
2024 Q4	$3.32M	Buy	169,256 +1,305	+0.8%	+$23.1K	0.67%	36
2024 Q3	$2.7M	Buy	167,951 +761	+0.5%	+$12.2K	0.54%	47
2024 Q2	$2.71M	Buy	167,190 +488	+0.3%	+$7.67K	0.59%	42
2024 Q1	$2.62M	Buy	166,702 +511	+0.3%	+$7.44K	0.61%	42
2023 Q4	$2.29M	Buy	166,191 +1,039	+0.6%	+$14.1K	0.6%	46
2023 Q3	$2.32M	Buy	165,152 +2,658	+2%	+$35.3K	0.69%	39
2023 Q2	$2.07M	Sell	162,494 -5,330	-3%	-$67.5K	0.34%	72
2023 Q1	$2.09M	Buy	167,824 +113,071	+207%	+$1.43M	0.65%	44
2022 Q4	$650K	Buy	+54,753	New	+$657K	0.28%	88

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

Beverly Hills Private Wealth's ET Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Energy Transfer Partners (ET) stake by 0.03% in Q2 2026, selling an estimated $1.03K and leaving 173,373 shares worth $3.31M. The position accounts for 0.63% of the portfolio, ranked #48.

Beverly Hills Private Wealth first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.35M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Beverly Hills Private Wealth held 173,373 shares of Energy Transfer Partners worth $3.31M as of Q2 2026.
Beverly Hills Private Wealth sold 53 Energy Transfer Partners shares in Q2 2026, an estimated $1.03K.
Energy Transfer Partners made up 0.63% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #48 holding.
Beverly Hills Private Wealth first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Energy Transfer Partners position peaked at $3.35M in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.