CX Institutional’s Energy Transfer Partners ET Stock Holding History

CX Institutional’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	$128K	Sell	6,712 -996	-13%	-$19.3K	﹤0.01%	820
2026 Q1	$149K	Sell	7,708 -537	-7%	-$9.83K	﹤0.01%	786
2025 Q4	$136K	Buy	8,245 +5,464	+196%	+$91K	﹤0.01%	797
2025 Q3	$48K	Hold	2,781	–	–	﹤0.01%	943
2025 Q2	$50K	Buy	2,781 +100	+4%	+$1.75K	﹤0.01%	854
2025 Q1	$50K	Buy	+2,681	New	+$52.2K	﹤0.01%	833
2022 Q3	–	Sell	-1,920	Closed	-$19K	–	676
2022 Q2	$19K	Buy	+1,920	New	+$21.5K	﹤0.01%	851
2021 Q4	–	Sell	-2,420	Closed	-$23K	–	512
2021 Q3	$23K	Hold	2,420	–	–	﹤0.01%	716
2021 Q2	$26K	Buy	+2,420	New	+$23.2K	﹤0.01%	687
2019 Q3	–	Sell	-81	Closed	-$1K	–	836
2019 Q2	$1K	Buy	+81	New	+$1.2K	﹤0.01%	840
2019 Q1	–	Sell	-81	Closed	-$1K	–	790
2018 Q4	$1K	Buy	+81	New	+$1.23K	﹤0.01%	489

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

CX Institutional's ET Position: Q2 2026 in Review

CX Institutional reduced its Energy Transfer Partners (ET) stake by 13% in Q2 2026, selling an estimated $19.3K and leaving 6,712 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

CX Institutional first reported a position in ET in Q4 2018 and has held it in 11 quarters since. The position peaked at $149K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

CX Institutional held 6,712 shares of Energy Transfer Partners worth $128K as of Q2 2026.
CX Institutional sold 996 Energy Transfer Partners shares in Q2 2026, an estimated $19.3K.
Energy Transfer Partners made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #820 holding.
CX Institutional first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 11 quarters since.
CX Institutional's Energy Transfer Partners position peaked at $149K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.