EWA
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EverSource Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

EverSource 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 		$989K Sell
51,741
-1,151
-2% -$22.3K 0.03% 357
2026
Q1 		$1.02M Buy
52,892
+3,710
+8% +$67.9K 0.03% 373
2025
Q4 		$811K Buy
49,182
+110
+0.2% +$1.83K 0.03% 387
2025
Q3 		$842K Sell
49,072
-6,544
-12% -$115K 0.03% 353
2025
Q2 		$1.01M Buy
55,616
+14
+0% +$244 0.05% 277
2025
Q1 		$1.03M Sell
55,602
-641
-1% -$12.5K 0.06% 238
2024
Q4 		$1.1M Buy
56,243
+39,202
+230% +$694K 0.06% 229
2024
Q3 		$274K Buy
17,041
+1,014
+6% +$16.3K 0.02% 474
2024
Q2 		$261K Buy
16,027
+1,874
+13% +$29.5K 0.02% 475
2024
Q1 		$223K Buy
14,153
+15
+0.1% +$218 0.02% 455
2023
Q4 		$195K Sell
14,138
-264
-2% -$3.59K 0.02% 435
2023
Q3 		$202K Sell
14,402
-1,550
-10% -$20.6K 0.02% 395
2023
Q2 		$203K Buy
15,952
+2,011
+14% +$25.5K 0.02% 391
2023
Q1 		$174K Sell
13,941
-9,161
-40% -$116K 0.02% 395
2022
Q4 		$274K Buy
23,102
+6,218
+37% +$74.6K 0.04% 299
2022
Q3 		$186K Buy
16,884
+9,582
+131% +$107K 0.04% 307
2022
Q2 		$73K Buy
7,302
+200
+3% +$2.24K 0.02% 479
2022
Q1 		$79K Buy
7,102
+250
+4% +$2.48K 0.02% 382
2021
Q4 		$56K Buy
+6,852
New +$62.3K 0.02% 406

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

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

EverSource Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 2.2% in Q2 2026, selling an estimated $22.3K and leaving 51,741 shares worth $989K. The position accounts for 0.03% of the portfolio, ranked #357.

EverSource Wealth Advisors first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • EverSource Wealth Advisors held 51,741 shares of Energy Transfer Partners worth $989K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,151 Energy Transfer Partners shares in Q2 2026, an estimated $22.3K.
  • Energy Transfer Partners made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #357 holding.
  • EverSource Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Energy Transfer Partners position peaked at $1.1M in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.