EP Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

EP Wealth Advisors’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	$2.66M	Buy	139,116 +58,153	+72%	+$1.13M	0.01%	511
2026 Q1	$1.56M	Sell	80,963 -58,922	-42%	-$1.08M	0.01%	537
2025 Q4	$2.31M	Buy	+139,885	New	+$2.33M	0.01%	412
2025 Q2	$1.08M	Buy	59,537 +7,252	+14%	+$127K	0.01%	543
2025 Q1	$972K	Sell	52,285 -1,041	-2%	-$20.3K	0.01%	510
2024 Q4	$1.04M	Sell	53,326 -8,167	-13%	-$145K	0.01%	487
2024 Q3	$987K	Buy	61,493 +20,699	+51%	+$333K	0.01%	499
2024 Q2	$662K	Buy	40,794 +1,315	+3%	+$20.7K	0.01%	474
2024 Q1	$621K	Sell	39,479 -5,583	-12%	-$81.3K	0.01%	471
2023 Q4	$622K	Buy	45,062 +14,198	+46%	+$193K	0.01%	454
2023 Q3	$433K	Buy	30,864 +20,864	+209%	+$277K	0.01%	481
2023 Q2	$402K	Buy	10,000 +8,695	+666%	+$110K	0.01%	506
2023 Q1	$273K	Sell	1,305 -20,504	-94%	-$259K	﹤0.01%	507
2022 Q4	$259K	Buy	21,809 +867	+4%	+$10.4K	﹤0.01%	495
2022 Q3	$231K	Buy	20,942 +9,031	+76%	+$101K	0.01%	305
2022 Q2	$119K	Sell	11,911 -2,271	-16%	-$25.4K	﹤0.01%	623
2022 Q1	$159K	Buy	+14,182	New	+$141K	﹤0.01%	594
2020 Q1	–	Sell	-33,381	Closed	-$428K	–	395
2019 Q4	$428K	Buy	+33,381	New	+$411K	0.02%	292

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

EP Wealth Advisors's ET Position: Q2 2026 in Review

EP Wealth Advisors increased its Energy Transfer Partners (ET) stake by 72% in Q2 2026, buying an estimated $1.13M and bringing the position to 139,116 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #511.

EP Wealth Advisors first reported a position in ET in Q4 2019 and has held it in 18 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

EP Wealth Advisors held 139,116 shares of Energy Transfer Partners worth $2.66M as of Q2 2026.
EP Wealth Advisors bought 58,153 Energy Transfer Partners shares in Q2 2026, an estimated $1.13M.
Energy Transfer Partners made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #511 holding.
EP Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 18 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.