Chung Wu Investment Group’s Energy Transfer Partners ET Stock Holding History

Chung Wu Investment Group’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	$633K	Sell	33,081 -1,000	-3%	-$19.4K	0.42%	44
2026 Q1	$658K	Sell	34,081 -1,480	-4%	-$27.1K	0.57%	37
2025 Q4	$586K	Sell	35,561 -1,088	-3%	-$18.1K	0.48%	46
2025 Q3	$629K	Sell	36,649 -423	-1%	-$7.41K	0.52%	41
2025 Q2	$672K	Hold	37,072	–	–	0.7%	34
2025 Q1	$689K	Hold	37,072	–	–	0.82%	30
2024 Q4	$726K	Buy	+37,072	New	+$657K	0.73%	32

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

Chung Wu Investment Group's ET Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Energy Transfer Partners (ET) stake by 2.9% in Q2 2026, selling an estimated $19.4K and leaving 33,081 shares worth $633K. The position accounts for 0.42% of the portfolio, ranked #44.

Chung Wu Investment Group first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Chung Wu Investment Group held 33,081 shares of Energy Transfer Partners worth $633K as of Q2 2026.
Chung Wu Investment Group sold 1,000 Energy Transfer Partners shares in Q2 2026, an estimated $19.4K.
Energy Transfer Partners made up 0.42% of Chung Wu Investment Group's portfolio in Q2 2026, its #44 holding.
Chung Wu Investment Group first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's Energy Transfer Partners position peaked at $726K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.