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

Daymark 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 		$3.19M Sell
166,770
-33,336
-17% -$646K 0.08% 187
2026
Q1 		$3.86M Buy
200,106
+13,632
+7% +$250K 0.12% 144
2025
Q4 		$3.07M Buy
186,474
+3,018
+2% +$50.2K 0.1% 159
2025
Q3 		$3.15M Sell
183,456
-3,695
-2% -$64.8K 0.11% 154
2025
Q2 		$3.39M Buy
187,151
+22,083
+13% +$385K 0.13% 137
2025
Q1 		$3.07M Buy
165,068
+4,390
+3% +$85.5K 0.13% 132
2024
Q4 		$3.15M Buy
160,678
+547
+0.3% +$9.69K 0.13% 124
2024
Q3 		$2.57M Buy
160,131
+10,705
+7% +$172K 0.11% 147
2024
Q2 		$2.42M Buy
149,426
+134,159
+879% +$2.11M 0.11% 143
2024
Q1 		$240K Hold
15,267
– – 0.01% 384
2023
Q4 		$211K Buy
15,267
+1,689
+12% +$23K 0.01% 379
2023
Q3 		$190K Sell
13,578
-6,357
-32% -$84.3K 0.01% 367
2023
Q2 		$253K Buy
19,935
+5,468
+38% +$69.3K 0.02% 322
2023
Q1 		$180K Buy
14,467
+1,998
+16% +$25.2K 0.02% 286
2022
Q4 		$148K Buy
+12,469
New +$150K 0.03% 224

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

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

Daymark Wealth Partners reduced its Energy Transfer Partners (ET) stake by 17% in Q2 2026, selling an estimated $646K and leaving 166,770 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #187.

Daymark Wealth Partners first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.86M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Daymark Wealth Partners held 166,770 shares of Energy Transfer Partners worth $3.19M as of Q2 2026.
  • Daymark Wealth Partners sold 33,336 Energy Transfer Partners shares in Q2 2026, an estimated $646K.
  • Energy Transfer Partners made up 0.08% of Daymark Wealth Partners's portfolio in Q2 2026, its #187 holding.
  • Daymark Wealth Partners first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Energy Transfer Partners position peaked at $3.86M in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.