Core Wealth Advisors (Florida)’s Energy Transfer Partners ET Stock Holding History

Core Wealth Advisors (Florida)’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	$199K	Hold	10,409	–	–	0.04%	126
2026 Q1	$201K	Hold	10,409	–	–	0.05%	113
2025 Q4	$172K	Hold	10,409	–	–	0.04%	94
2025 Q3	$179K	Buy	+10,409	New	+$182K	0.05%	92

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

Core Wealth Advisors (Florida)'s ET Position: Q2 2026 in Review

Core Wealth Advisors (Florida) held its Energy Transfer Partners (ET) position steady in Q2 2026 at 10,409 shares worth $199K. The position accounts for 0.04% of the portfolio, ranked #126.

Core Wealth Advisors (Florida) first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $201K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Core Wealth Advisors (Florida) held 10,409 shares of Energy Transfer Partners worth $199K as of Q2 2026.
Core Wealth Advisors (Florida) left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.04% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #126 holding.
Core Wealth Advisors (Florida) first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
Core Wealth Advisors (Florida)'s Energy Transfer Partners position peaked at $201K in Q1 2026.
1,290 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.