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

Evermay 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	$56.2K	Buy	2,938 +1,094	+59%	+$21.2K	0.01%	344
2026 Q1	$35.6K	Hold	1,844	–	–	﹤0.01%	342
2025 Q4	$30.4K	Hold	1,844	–	–	﹤0.01%	353
2025 Q3	$31.6K	Hold	1,844	–	–	﹤0.01%	355
2025 Q2	$33.4K	Hold	1,844	–	–	﹤0.01%	345
2025 Q1	$34.3K	Hold	1,844	–	–	﹤0.01%	352
2024 Q4	$36.1K	Hold	1,844	–	–	0.01%	344
2024 Q3	$29.6K	Hold	1,844	–	–	﹤0.01%	373
2024 Q2	$29.9K	Hold	1,844	–	–	﹤0.01%	382
2024 Q1	$29K	Buy	1,844 +500	+37%	+$7.28K	﹤0.01%	394
2023 Q4	$18.5K	Hold	1,344	–	–	﹤0.01%	397
2023 Q3	$18.9K	Buy	+1,344	New	+$17.8K	﹤0.01%	382

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

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

Evermay Wealth Management increased its Energy Transfer Partners (ET) stake by 59% in Q2 2026, buying an estimated $21.2K and bringing the position to 2,938 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #344.

Evermay Wealth Management first reported a position in ET in Q3 2023 and has held it in 12 quarters since. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Evermay Wealth Management held 2,938 shares of Energy Transfer Partners worth $56.2K as of Q2 2026.
Evermay Wealth Management bought 1,094 Energy Transfer Partners shares in Q2 2026, an estimated $21.2K.
Energy Transfer Partners made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #344 holding.
Evermay Wealth Management first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 12 quarters since.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.