Concurrent Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Concurrent Investment 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	$6.88M	Buy	360,079 +14,524	+4%	+$281K	0.06%	351
2026 Q1	$6.67M	Buy	345,555 +12,249	+4%	+$224K	0.07%	292
2025 Q4	$5.5M	Buy	333,306 +116,531	+54%	+$1.94M	0.06%	307
2025 Q3	$3.72M	Sell	216,775 -1,883	-0.9%	-$33K	0.06%	300
2025 Q2	$3.96M	Buy	218,658 +51,676	+31%	+$902K	0.08%	266
2025 Q1	$3.1M	Buy	166,982 +37,156	+29%	+$724K	0.08%	268
2024 Q4	$2.54M	Buy	129,826 +33,723	+35%	+$597K	0.07%	272
2024 Q3	$1.54M	Buy	96,103 +20,063	+26%	+$323K	0.05%	372
2024 Q2	$1.23M	Buy	76,040 +16,346	+27%	+$257K	0.04%	385
2024 Q1	$939K	Buy	59,694 +1,043	+2%	+$15.2K	0.04%	381
2023 Q4	$809K	Buy	+58,651	New	+$797K	0.04%	372

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

Concurrent Investment Advisors's ET Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Energy Transfer Partners (ET) stake by 4.2% in Q2 2026, buying an estimated $281K and bringing the position to 360,079 shares worth $6.88M. The position accounts for 0.06% of the portfolio, ranked #351.

Concurrent Investment Advisors first reported a position in ET in Q4 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Concurrent Investment Advisors held 360,079 shares of Energy Transfer Partners worth $6.88M as of Q2 2026.
Concurrent Investment Advisors bought 14,524 Energy Transfer Partners shares in Q2 2026, an estimated $281K.
Energy Transfer Partners made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #351 holding.
Concurrent Investment Advisors first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.