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Evergreen Wealth Solutions’s Energy Transfer Partners ET Stock Holding History

Evergreen Wealth Solutions’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 		$335K Buy
16,125
+648
+4% +$12.5K 0.02% 400
2026
Q1 		$299K Buy
+15,477
New +$283K 0.02% 333

Other funds holding ET

AA
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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

Evergreen Wealth Solutions's ET Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Energy Transfer Partners (ET) stake by 4.2% in Q2 2026, buying an estimated $12.5K and bringing the position to 16,125 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #400.

Evergreen Wealth Solutions first reported a position in ET in Q1 2026 and has held it in 2 quarters since. 1,294 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Evergreen Wealth Solutions held 16,125 shares of Energy Transfer Partners worth $335K as of Q2 2026.
  • Evergreen Wealth Solutions bought 648 Energy Transfer Partners shares in Q2 2026, an estimated $12.5K.
  • Energy Transfer Partners made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #400 holding.
  • Evergreen Wealth Solutions first reported a position in Energy Transfer Partners in Q1 2026 and has held it in 2 quarters since.
  • 1,294 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.