DWR Wealth Management’s Energy Transfer Partners ET Stock Holding History

DWR Wealth Management’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	$191K	Hold	10,000	–	–	0.14%	53
2026 Q1	$196K	Hold	10,000	–	–	0.17%	48
2025 Q4	$165K	Buy	+10,000	New	+$166K	0.15%	47

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

DWR Wealth Management's ET Position: Q2 2026 in Review

DWR Wealth Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 10,000 shares worth $191K. The position accounts for 0.14% of the portfolio, ranked #53.

DWR Wealth Management first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $196K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

DWR Wealth Management held 10,000 shares of Energy Transfer Partners worth $191K as of Q2 2026.
DWR Wealth Management left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.14% of DWR Wealth Management's portfolio in Q2 2026, its #53 holding.
DWR Wealth Management first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
DWR Wealth Management's Energy Transfer Partners position peaked at $196K in Q1 2026.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.