CBIZ Investment Advisory Services’s Energy Transfer Partners ET Stock Holding History

CBIZ Investment Advisory Services’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	$15.6K	Hold	810	–	–	﹤0.01%	133
2026 Q1	$15.6K	Hold	810	–	–	﹤0.01%	133
2025 Q4	$13.4K	Sell	810 -1,902	-70%	-$31.7K	﹤0.01%	332
2025 Q3	$46.5K	Buy	2,712 +35	+1%	+$613	﹤0.01%	134
2025 Q2	$48.5K	Buy	2,677 +34	+1%	+$593	﹤0.01%	138
2025 Q1	$49.1K	Buy	2,643 +29	+1%	+$565	﹤0.01%	116
2024 Q4	$51.2K	Buy	2,614 +843	+48%	+$14.9K	﹤0.01%	109
2024 Q3	$28.4K	Buy	+1,771	New	+$28.5K	﹤0.01%	145

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

CBIZ Investment Advisory Services's ET Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Energy Transfer Partners (ET) position steady in Q2 2026 at 810 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

CBIZ Investment Advisory Services first reported a position in ET in Q3 2024 and has held it in 8 quarters since. The position peaked at $51.2K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

CBIZ Investment Advisory Services held 810 shares of Energy Transfer Partners worth $15.6K as of Q2 2026.
CBIZ Investment Advisory Services left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #133 holding.
CBIZ Investment Advisory Services first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 8 quarters since.
CBIZ Investment Advisory Services's Energy Transfer Partners position peaked at $51.2K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.