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

Cyndeo 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	$491K	Sell	25,654 -109	-0.4%	-$2.11K	0.02%	354
2026 Q1	$497K	Buy	25,763 +1,681	+7%	+$30.8K	0.03%	328
2025 Q4	$397K	Buy	24,082 +105	+0.4%	+$1.75K	0.02%	358
2025 Q3	$411K	Buy	23,977 +2,146	+10%	+$37.6K	0.02%	336
2025 Q2	$396K	Buy	21,831 +10,113	+86%	+$176K	0.02%	334
2025 Q1	$218K	Sell	11,718 -2,190	-16%	-$42.7K	0.01%	427
2024 Q4	$272K	Buy	+13,908	New	+$246K	0.02%	378

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

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

Cyndeo Wealth Partners reduced its Energy Transfer Partners (ET) stake by 0.42% in Q2 2026, selling an estimated $2.11K and leaving 25,654 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #354.

Cyndeo Wealth Partners first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Cyndeo Wealth Partners held 25,654 shares of Energy Transfer Partners worth $491K as of Q2 2026.
Cyndeo Wealth Partners sold 109 Energy Transfer Partners shares in Q2 2026, an estimated $2.11K.
Energy Transfer Partners made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #354 holding.
Cyndeo Wealth Partners first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Energy Transfer Partners position peaked at $497K in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.