Clearstead Advisors’s Energy Transfer Partners ET Stock Holding History

Clearstead 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	$220K	Sell	11,481 -3,598	-24%	-$69.7K	﹤0.01%	1036
2026 Q1	$291K	Buy	15,079 +50	+0.3%	+$916	﹤0.01%	875
2025 Q4	$248K	Buy	+15,029	New	+$250K	﹤0.01%	875
2024 Q2	–	Sell	-3,925	Closed	-$61.7K	–	2044
2024 Q1	$62.1K	Buy	3,925 +1,883	+92%	+$27.4K	﹤0.01%	717
2023 Q4	$28.2K	Buy	2,042 +1,885	+1,201%	+$25.6K	﹤0.01%	880
2023 Q3	$2.21K	Buy	157 +3	+2%	+$40	﹤0.01%	1228
2023 Q2	$1.95K	Buy	154 +4	+3%	+$51	﹤0.01%	1159
2023 Q1	$1.87K	Buy	+150	New	+$1.9K	﹤0.01%	1147
2020 Q4	–	Sell	-2,100	Closed	-$11K	–	987
2020 Q3	$11K	Buy	+2,100	New	+$13.3K	﹤0.01%	652
2019 Q4	–	Sell	-10,495	Closed	-$138K	–	283
2019 Q3	$138K	Buy	+10,495	New	+$146K	0.02%	262
2019 Q2	–	Sell	-25,690	Closed	-$380K	–	266
2019 Q1	$395K	Buy	+25,690	New	+$382K	0.05%	188
2018 Q4	–	Hold	0	–	–	–	191
2018 Q3	–	Hold	0	–	–	–	211

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

Clearstead Advisors's ET Position: Q2 2026 in Review

Clearstead Advisors reduced its Energy Transfer Partners (ET) stake by 24% in Q2 2026, selling an estimated $69.7K and leaving 11,481 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Clearstead Advisors first reported a position in ET in Q1 2019 and has held it in 11 quarters since. The position peaked at $395K in Q1 2019. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Clearstead Advisors held 11,481 shares of Energy Transfer Partners worth $220K as of Q2 2026.
Clearstead Advisors sold 3,598 Energy Transfer Partners shares in Q2 2026, an estimated $69.7K.
Energy Transfer Partners made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1036 holding.
Clearstead Advisors first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 11 quarters since.
Clearstead Advisors's Energy Transfer Partners position peaked at $395K in Q1 2019.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.