Carl Stuart Investment Advisor’s Energy Transfer Partners ET Stock Holding History

Carl Stuart Investment Advisor’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	$912K	Sell	47,698 -7,200	-13%	-$139K	0.37%	11
2026 Q1	$1.06M	Buy	+54,898	New	+$1.01M	0.46%	11
2024 Q1	–	Sell	-14,994	Closed	-$207K	–	20
2023 Q4	$207K	Buy	14,994 +253	+2%	+$3.44K	0.14%	30
2023 Q3	$203K	Buy	14,741 +254	+2%	+$3.37K	0.16%	22
2023 Q2	$184K	Buy	14,487 +251	+2%	+$3.18K	0.14%	23
2023 Q1	$2.29K	Buy	14,236 +234	+2%	+$2.96K	﹤0.01%	39
2022 Q4	$166K	Buy	14,002 +215	+2%	+$2.58K	0.15%	25
2022 Q3	$163K	Buy	+13,787	New	+$154K	0.14%	24
2022 Q2	–	Sell	-2,411	Closed	-$270K	–	45
2022 Q1	$270K	Buy	+2,411	New	+$23.9K	0.02%	89

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

Carl Stuart Investment Advisor's ET Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its Energy Transfer Partners (ET) stake by 13% in Q2 2026, selling an estimated $139K and leaving 47,698 shares worth $912K. The position accounts for 0.37% of the portfolio, ranked #11.

Carl Stuart Investment Advisor first reported a position in ET in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Carl Stuart Investment Advisor held 47,698 shares of Energy Transfer Partners worth $912K as of Q2 2026.
Carl Stuart Investment Advisor sold 7,200 Energy Transfer Partners shares in Q2 2026, an estimated $139K.
Energy Transfer Partners made up 0.37% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #11 holding.
Carl Stuart Investment Advisor first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 9 quarters since.
Carl Stuart Investment Advisor's Energy Transfer Partners position peaked at $1.06M in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.