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Concord Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Concord Wealth Partners’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 		$121K Buy
+6,316
New +$122K 0.01% 270
2026
Q1 		– Sell
-8,124
Closed -$134K – 374
2025
Q4 		$134K Buy
8,124
+156
+2% +$2.6K 0.02% 227
2025
Q3 		$137K Buy
7,968
+149
+2% +$2.61K 0.02% 226
2025
Q2 		$142K Buy
7,819
+139
+2% +$2.43K 0.02% 238
2025
Q1 		$143K Sell
7,680
-4,608
-38% -$89.8K 0.02% 213
2024
Q4 		$241K Sell
12,288
-1,024
-8% -$18.1K 0.04% 190
2024
Q3 		$214K Buy
13,312
+1,171
+10% +$18.8K 0.04% 197
2024
Q2 		$197K Sell
12,141
-879
-7% -$13.8K 0.03% 196
2024
Q1 		$205K Buy
13,020
+110
+0.9% +$1.6K 0.04% 206
2023
Q4 		$178K Sell
12,910
-839
-6% -$11.4K 0.04% 211
2023
Q3 		$193K Buy
13,749
+189
+1% +$2.51K 0.04% 202
2023
Q2 		$172K Buy
13,560
+6,933
+105% +$87.9K 0.04% 208
2023
Q1 		$82.6K Buy
6,627
+23
+0.3% +$291 0.02% 275
2022
Q4 		$78.4K Buy
+6,604
New +$79.2K 0.02% 288
2022
Q3 		– Sell
-6,565
Closed -$66K – 454
2022
Q2 		$66K Buy
6,565
+17
+0.3% +$190 0.02% 322
2022
Q1 		$73K Buy
6,548
+15
+0.2% +$149 0.02% 361
2021
Q4 		$54K Buy
6,533
+901
+16% +$8.19K 0.01% 441
2021
Q3 		$54K Hold
5,632
– – 0.02% 200
2021
Q2 		$60K Hold
5,632
– – 0.02% 320
2021
Q1 		$43K Hold
5,632
– – 0.01% 363
2020
Q4 		$35K Buy
+5,632
New +$34.1K 0.03% 245

Other funds holding ET

AA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Concord Wealth Partners's ET Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Energy Transfer Partners (ET) in Q2 2026: 6,316 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ET as recently as Q4 2025.

Concord Wealth Partners first reported a position in ET in Q4 2020 and has held it in 21 quarters since. The position peaked at $241K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Concord Wealth Partners held 6,316 shares of Energy Transfer Partners worth $121K as of Q2 2026.
  • Energy Transfer Partners was a new Concord Wealth Partners position in Q2 2026.
  • Energy Transfer Partners made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #270 holding.
  • Concord Wealth Partners first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Energy Transfer Partners position peaked at $241K in Q4 2024.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.