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

Evolution 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	$23K	Buy	1,204 +820	+214%	+$15.9K	0.01%	447
2026 Q1	$7.41K	Hold	384	–	–	0.01%	558
2025 Q4	$6.33K	Hold	384	–	–	0.01%	505
2025 Q3	$6.59K	Hold	384	–	–	0.01%	412
2025 Q2	$6.96K	Buy	+384	New	+$6.7K	0.01%	400

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

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

Evolution Wealth Management increased its Energy Transfer Partners (ET) stake by 214% in Q2 2026, buying an estimated $15.9K and bringing the position to 1,204 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #447.

Evolution Wealth Management first reported a position in ET in Q2 2025 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Evolution Wealth Management held 1,204 shares of Energy Transfer Partners worth $23K as of Q2 2026.
Evolution Wealth Management bought 820 Energy Transfer Partners shares in Q2 2026, an estimated $15.9K.
Energy Transfer Partners made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #447 holding.
Evolution Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.