Confluence Wealth Services’s Energy Transfer Partners ET Stock Holding History

Confluence Wealth Services’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	$4.86M	Buy	253,943 +35,761	+16%	+$693K	0.14%	82
2026 Q1	$4.21M	Buy	218,182 +1,818	+0.8%	+$33.3K	0.16%	73
2025 Q4	$3.57M	Buy	216,364 +1,242	+0.6%	+$20.7K	0.15%	73
2025 Q3	$3.69M	Sell	215,122 -9,498	-4%	-$166K	0.18%	63
2025 Q2	$4.07M	Buy	+224,620	New	+$3.92M	0.22%	59
2022 Q3	–	Sell	-118,866	Closed	-$1.36M	–	240
2022 Q2	$1.36M	Buy	+118,866	New	+$1.33M	0.6%	51
2022 Q1	–	Sell	-9,712	Closed	-$79K	–	507
2021 Q4	$79K	Buy	+9,712	New	+$88.3K	0.03%	369

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

Confluence Wealth Services's ET Position: Q2 2026 in Review

Confluence Wealth Services increased its Energy Transfer Partners (ET) stake by 16% in Q2 2026, buying an estimated $693K and bringing the position to 253,943 shares worth $4.86M. The position accounts for 0.14% of the portfolio, ranked #82.

Confluence Wealth Services first reported a position in ET in Q4 2021 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Confluence Wealth Services held 253,943 shares of Energy Transfer Partners worth $4.86M as of Q2 2026.
Confluence Wealth Services bought 35,761 Energy Transfer Partners shares in Q2 2026, an estimated $693K.
Energy Transfer Partners made up 0.14% of Confluence Wealth Services's portfolio in Q2 2026, its #82 holding.
Confluence Wealth Services first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.