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Cassaday & Co Wealth Management’s Energy Transfer Partners ET Stock Holding History

Cassaday & Co Wealth Management’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 		$350K Buy
18,330
+16,500
+902% +$320K 0.01% 277
2026
Q1 		$35.3K Buy
+1,830
New +$33.5K ﹤0.01% 678

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

Cassaday & Co Wealth Management's ET Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Energy Transfer Partners (ET) stake by 902% in Q2 2026, buying an estimated $320K and bringing the position to 18,330 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #277.

Cassaday & Co Wealth Management first reported a position in ET in Q1 2026 and has held it in 2 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Cassaday & Co Wealth Management held 18,330 shares of Energy Transfer Partners worth $350K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 16,500 Energy Transfer Partners shares in Q2 2026, an estimated $320K.
  • Energy Transfer Partners made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Cassaday & Co Wealth Management first reported a position in Energy Transfer Partners in Q1 2026 and has held it in 2 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.