EWM
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EPG Wealth Management’s Energy Transfer Partners ET Stock Holding History

EPG 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 		– Sell
-10,483
Closed -$202K – 325
2026
Q1 		$202K Buy
10,483
+163
+2% +$2.98K 0.05% 183
2025
Q4 		$170K Buy
10,320
+180
+2% +$3K 0.05% 188
2025
Q3 		$174K Buy
+10,140
New +$178K 0.05% 187
2025
Q2 		– Sell
-10,386
Closed -$193K – 341
2025
Q1 		$193K Buy
10,386
+147
+1% +$2.86K 0.05% 228
2024
Q4 		$201K Buy
10,239
+171
+2% +$3.03K 0.05% 230
2024
Q3 		$162K Buy
+10,068
New +$162K 0.04% 247
2023
Q1 		– Sell
-10,515
Closed -$125K – 417
2022
Q4 		$125K Buy
10,515
+169
+2% +$2.03K 0.05% 229
2022
Q3 		$114K Buy
10,346
+150
+1% +$1.67K 0.05% 224
2022
Q2 		$102K Sell
10,196
-399
-4% -$4.47K 0.04% 213
2022
Q1 		$119K Buy
+10,595
New +$105K 0.04% 252
2020
Q2 		– Sell
-4,503
Closed -$21K – 331
2020
Q1 		$21K Sell
4,503
-1,075
-19% -$11.5K 0.02% 392
2019
Q4 		$72K Buy
+5,578
New +$68.7K 0.05% 183

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

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

EPG Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 10,483 shares — an estimated $202K sold.

EPG Wealth Management first reported a position in ET in Q4 2019 and held it in 12 quarters. The position peaked at $202K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • EPG Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
  • EPG Wealth Management sold 10,483 Energy Transfer Partners shares in Q2 2026, an estimated $202K.
  • EPG Wealth Management first reported a position in Energy Transfer Partners in Q4 2019 and held it in 12 quarters.
  • EPG Wealth Management's Energy Transfer Partners position peaked at $202K in Q1 2026.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.