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

Carolina 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 		$6.42K Hold
336
– – ﹤0.01% 219
2026
Q1 		$6.49K Hold
336
– – ﹤0.01% 209
2025
Q4 		$5.54K Hold
336
– – ﹤0.01% 198
2025
Q3 		$5.77K Buy
+336
New +$5.89K ﹤0.01% 188

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

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

Carolina Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 336 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Carolina Wealth Advisors first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.49K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Carolina Wealth Advisors held 336 shares of Energy Transfer Partners worth $6.42K as of Q2 2026.
  • Carolina Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Carolina Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
  • Carolina Wealth Advisors's Energy Transfer Partners position peaked at $6.49K in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.