Disciplined Investors’s Energy Transfer Partners ET Stock Holding History

Disciplined Investors’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	$312K	Sell	16,320 -394	-2%	-$7.63K	0.16%	113
2026 Q1	$323K	Buy	16,714 +626	+4%	+$11.5K	0.19%	98
2025 Q4	$265K	Buy	16,088 +131	+0.8%	+$2.18K	0.17%	102
2025 Q3	$274K	Buy	15,957 +125	+0.8%	+$2.19K	0.19%	98
2025 Q2	$287K	Buy	15,832 +116	+0.7%	+$2.02K	0.22%	91
2025 Q1	$292K	Buy	15,716 +115	+0.7%	+$2.24K	0.26%	88
2024 Q4	$304K	Buy	+15,601	New	+$276K	0.29%	77

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

Disciplined Investors's ET Position: Q2 2026 in Review

Disciplined Investors reduced its Energy Transfer Partners (ET) stake by 2.4% in Q2 2026, selling an estimated $7.63K and leaving 16,320 shares worth $312K. The position accounts for 0.16% of the portfolio, ranked #113.

Disciplined Investors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Disciplined Investors held 16,320 shares of Energy Transfer Partners worth $312K as of Q2 2026.
Disciplined Investors sold 394 Energy Transfer Partners shares in Q2 2026, an estimated $7.63K.
Energy Transfer Partners made up 0.16% of Disciplined Investors's portfolio in Q2 2026, its #113 holding.
Disciplined Investors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Disciplined Investors's Energy Transfer Partners position peaked at $323K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.