CLA (CliftonLarsonAllen) Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

CLA (CliftonLarsonAllen) 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	$672K	Buy	35,166 +3,360	+11%	+$65.1K	0.01%	220
2026 Q1	$614K	Buy	31,806 +575	+2%	+$10.5K	0.01%	195
2025 Q4	$515K	Hold	31,231	–	–	0.01%	189
2025 Q3	$536K	Hold	31,231	–	–	0.01%	182
2025 Q2	$566K	Sell	31,231 -100	-0.3%	-$1.75K	0.01%	180
2025 Q1	$582K	Buy	31,331 +100	+0.3%	+$1.95K	0.01%	170
2024 Q4	$612K	Hold	31,231	–	–	0.01%	164
2024 Q3	$501K	Hold	31,231	–	–	0.01%	167
2024 Q2	$507K	Buy	+31,231	New	+$491K	0.01%	161

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

CLA (CliftonLarsonAllen) Wealth Advisors's ET Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Energy Transfer Partners (ET) stake by 11% in Q2 2026, buying an estimated $65.1K and bringing the position to 35,166 shares worth $672K. The position accounts for 0.01% of the portfolio, ranked #220.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ET in Q2 2024 and has held it in 9 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 35,166 shares of Energy Transfer Partners worth $672K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors bought 3,360 Energy Transfer Partners shares in Q2 2026, an estimated $65.1K.
Energy Transfer Partners made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #220 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2024 and has held it in 9 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.