Delap Wealth Advisory’s Energy Transfer Partners ET Stock Holding History

Delap Wealth Advisory’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	$254K	Buy	13,297 +217	+2%	+$4.2K	0.09%	81
2026 Q1	$252K	Buy	13,080 +2,877	+28%	+$52.7K	0.1%	79
2025 Q4	$168K	Sell	10,203 -2,746	-21%	-$45.7K	0.06%	95
2025 Q3	$220K	Sell	12,949 -1,479	-10%	-$25.9K	0.09%	80
2025 Q2	$262K	Buy	14,428 +257	+2%	+$4.49K	0.13%	71
2025 Q1	$263K	Buy	14,171 +10	+0.1%	+$195	0.15%	69
2024 Q4	$277K	Buy	14,161 +901	+7%	+$16K	0.17%	64
2024 Q3	$213K	Buy	13,260 +254	+2%	+$4.09K	0.13%	60
2024 Q2	$211K	Buy	13,006 +545	+4%	+$8.56K	0.1%	110
2024 Q1	$196K	Buy	12,461 +260	+2%	+$3.79K	0.08%	252
2023 Q4	$168K	Buy	12,201 +271	+2%	+$3.68K	0.08%	95
2023 Q3	$167K	Buy	+11,930	New	+$158K	0.16%	54
2023 Q2	–	Sell	-11,380	Closed	-$142K	–	53
2023 Q1	$142K	Buy	+11,380	New	+$144K	0.15%	58

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

Delap Wealth Advisory's ET Position: Q2 2026 in Review

Delap Wealth Advisory increased its Energy Transfer Partners (ET) stake by 1.7% in Q2 2026, buying an estimated $4.2K and bringing the position to 13,297 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #81.

Delap Wealth Advisory first reported a position in ET in Q1 2023 and has held it in 13 quarters since. The position peaked at $277K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Delap Wealth Advisory held 13,297 shares of Energy Transfer Partners worth $254K as of Q2 2026.
Delap Wealth Advisory bought 217 Energy Transfer Partners shares in Q2 2026, an estimated $4.2K.
Energy Transfer Partners made up 0.09% of Delap Wealth Advisory's portfolio in Q2 2026, its #81 holding.
Delap Wealth Advisory first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 13 quarters since.
Delap Wealth Advisory's Energy Transfer Partners position peaked at $277K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.