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Bogart Wealth LLC’s Energy Transfer Partners ET Stock Holding History

Bogart Wealth LLC’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 		$381K Buy
19,935
+9
+0% +$174 0.01% 208
2026
Q1 		$385K Buy
19,926
+510
+3% +$9.34K 0.01% 194
2025
Q4 		$320K Sell
19,416
-17,087
-47% -$284K 0.01% 204
2025
Q3 		$626K Buy
36,503
+3,715
+11% +$65.1K 0.03% 148
2025
Q2 		$594K Buy
32,788
+604
+2% +$10.5K 0.03% 151
2025
Q1 		$598K Buy
32,184
+424
+1% +$8.26K 0.03% 148
2024
Q4 		$622K Buy
31,760
+7,842
+33% +$139K 0.03% 141
2024
Q3 		$384K Buy
23,918
+402
+2% +$6.47K 0.02% 171
2024
Q2 		$381K Buy
23,516
+458
+2% +$7.2K 0.02% 162
2024
Q1 		$363K Buy
23,058
+338
+1% +$4.92K 0.02% 162
2023
Q4 		$314K Buy
22,720
+492
+2% +$6.69K 0.02% 173
2023
Q3 		$312K Buy
22,228
+2,214
+11% +$29.4K 0.02% 166
2023
Q2 		$254K Buy
20,014
+1,609
+9% +$20.4K 0.02% 181
2023
Q1 		$230K Buy
18,405
+1,108
+6% +$14K 0.02% 172
2022
Q4 		$205K Buy
17,297
+1,571
+10% +$18.8K 0.01% 178
2022
Q3 		$173K Sell
15,726
-1,494
-9% -$16.6K 0.01% 179
2022
Q2 		$172K Buy
17,220
+773
+5% +$8.66K 0.02% 168
2022
Q1 		$184K Buy
16,447
+2,944
+22% +$29.2K 0.02% 161
2021
Q4 		$111K Buy
13,503
+1,263
+10% +$11.5K 0.01% 188
2021
Q3 		$117K Buy
12,240
+102
+0.8% +$979 0.01% 176
2021
Q2 		$129K Buy
12,138
+134
+1% +$1.28K 0.01% 165
2021
Q1 		$92K Buy
12,004
+3,019
+34% +$22K 0.01% 174
2020
Q4 		$55K Buy
8,985
+200
+2% +$1.21K 0.01% 193
2020
Q3 		$47K Hold
8,785
– – 0.01% 192
2020
Q2 		$63K Sell
8,785
-2,225
-20% -$16.5K 0.01% 163
2020
Q1 		$51K Hold
11,010
– – 0.01% 163
2019
Q4 		$141K Buy
11,010
+478
+5% +$5.89K 0.05% 124
2019
Q3 		$138K Hold
10,532
– – 0.07% 107
2019
Q2 		$148K Buy
10,532
+1,001
+11% +$14.8K 0.09% 103
2019
Q1 		$146K Sell
9,531
-753
-7% -$11.2K 0.07% 99
2018
Q4 		$135K Buy
10,284
+7,195
+233% +$109K 0.07% 94
2018
Q3 		$54K Hold
3,089
– – 0.03% 141
2018
Q2 		$53K Buy
3,089
+329
+12% +$5.4K 0.03% 140
2018
Q1 		$40K Hold
2,760
– – 0.02% 153
2017
Q4 		$48K Hold
2,760
– – 0.03% 146
2017
Q3 		$49K Buy
+2,760
New +$48.3K 0.04% 132

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

Bogart Wealth LLC's ET Position: Q2 2026 in Review

Bogart Wealth LLC increased its Energy Transfer Partners (ET) stake by 0.05% in Q2 2026, buying an estimated $174 and bringing the position to 19,935 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #208.

Bogart Wealth LLC first reported a position in ET in Q3 2017 and has held it in 36 quarters since. The position peaked at $626K in Q3 2025. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Bogart Wealth LLC held 19,935 shares of Energy Transfer Partners worth $381K as of Q2 2026.
  • Bogart Wealth LLC bought 9 Energy Transfer Partners shares in Q2 2026, an estimated $174.
  • Energy Transfer Partners made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #208 holding.
  • Bogart Wealth LLC first reported a position in Energy Transfer Partners in Q3 2017 and has held it in 36 quarters since.
  • Bogart Wealth LLC's Energy Transfer Partners position peaked at $626K in Q3 2025.
  • 1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.