Certuity’s Energy Transfer Partners ET Stock Holding History

Certuity’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	$436K	Buy	22,825 +4,000	+21%	+$77.5K	0.02%	394
2026 Q1	$363K	Buy	18,825 +2,991	+19%	+$54.8K	0.02%	385
2025 Q4	$261K	Sell	15,834 -6,000	-27%	-$99.9K	0.02%	468
2025 Q3	$375K	Sell	21,834 -1,906	-8%	-$33.4K	0.03%	329
2025 Q2	$430K	Sell	23,740 -21,200	-47%	-$370K	0.04%	229
2025 Q1	$835K	Buy	44,940 +20,200	+82%	+$394K	0.09%	133
2024 Q4	$485K	Buy	+24,740	New	+$438K	0.05%	180
2024 Q1	–	Sell	-21,355	Closed	-$295K	–	354
2023 Q4	$295K	Buy	+21,355	New	+$290K	0.03%	250
2022 Q4	–	Sell	-19,000	Closed	-$210K	–	223
2022 Q3	$210K	Buy	19,000 +9,000	+90%	+$100K	0.05%	175
2022 Q2	$100K	Sell	10,000 -150,592	-94%	-$1.69M	0.03%	209
2022 Q1	$1.8M	Buy	160,592 +29,800	+23%	+$295K	0.39%	45
2021 Q4	$1.08M	Buy	130,792 +23,133	+21%	+$210K	0.23%	67
2021 Q3	$1.03M	Buy	107,659 +41,839	+64%	+$402K	0.21%	82
2021 Q2	$700K	Buy	65,820 +8,353	+15%	+$80K	0.16%	88
2021 Q1	$441K	Buy	57,467 +67	+0.1%	+$489	0.12%	125
2020 Q4	$355K	Buy	57,400 +20,071	+54%	+$121K	0.11%	133
2020 Q3	$202K	Sell	37,329 -296	-0.8%	-$1.88K	0.08%	178
2020 Q2	$268K	Buy	37,625 +2,133	+6%	+$15.8K	0.12%	121
2020 Q1	$163K	Sell	35,492 -255	-0.7%	-$2.72K	0.09%	146
2019 Q4	$459K	Buy	+35,747	New	+$440K	0.22%	81

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

Certuity's ET Position: Q2 2026 in Review

Certuity increased its Energy Transfer Partners (ET) stake by 21% in Q2 2026, buying an estimated $77.5K and bringing the position to 22,825 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #394.

Certuity first reported a position in ET in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.8M in Q1 2022. 1,300 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Certuity held 22,825 shares of Energy Transfer Partners worth $436K as of Q2 2026.
Certuity bought 4,000 Energy Transfer Partners shares in Q2 2026, an estimated $77.5K.
Energy Transfer Partners made up 0.02% of Certuity's portfolio in Q2 2026, its #394 holding.
Certuity first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 20 quarters since.
Certuity's Energy Transfer Partners position peaked at $1.8M in Q1 2022.
1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.