Excelsior Advisor Network’s Energy Transfer Partners ET Stock Holding History

Excelsior Advisor Network’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	$7.89M	Buy	412,459 +365,751	+783%	+$7.08M	1.04%	20
2026 Q1	$901K	Buy	+46,708	New	+$855K	0.34%	74

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

Excelsior Advisor Network's ET Position: Q2 2026 in Review

Excelsior Advisor Network increased its Energy Transfer Partners (ET) stake by 783% in Q2 2026, buying an estimated $7.08M and bringing the position to 412,459 shares worth $7.89M. The position accounts for 1.04% of the portfolio, ranked #20.

Excelsior Advisor Network first reported a position in ET in Q1 2026 and has held it in 2 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Excelsior Advisor Network held 412,459 shares of Energy Transfer Partners worth $7.89M as of Q2 2026.
Excelsior Advisor Network bought 365,751 Energy Transfer Partners shares in Q2 2026, an estimated $7.08M.
Energy Transfer Partners made up 1.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #20 holding.
Excelsior Advisor Network first reported a position in Energy Transfer Partners in Q1 2026 and has held it in 2 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.