Fermata Advisors’s Energy Transfer Partners ET Stock Holding History

Fermata 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	$499K	Sell	26,101 -1,600	-6%	-$31K	0.1%	152
2026 Q1	$535K	Buy	27,701 +9,636	+53%	+$176K	0.12%	138
2025 Q4	$298K	Buy	18,065 +3,030	+20%	+$50.4K	0.07%	170
2025 Q3	$258K	Buy	15,035 +1,416	+10%	+$24.8K	0.07%	178
2025 Q2	$247K	Buy	13,619 +2,113	+18%	+$36.9K	0.07%	194
2025 Q1	$214K	Sell	11,506 -1,810	-14%	-$35.3K	0.04%	258
2024 Q4	$261K	Sell	13,316 -1,619	-11%	-$28.7K	0.05%	218
2024 Q3	$240K	Buy	14,935 +1,110	+8%	+$17.9K	0.05%	211
2024 Q2	$224K	Buy	+13,825	New	+$217K	0.05%	200

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

Fermata Advisors's ET Position: Q2 2026 in Review

Fermata Advisors reduced its Energy Transfer Partners (ET) stake by 5.8% in Q2 2026, selling an estimated $31K and leaving 26,101 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #152.

Fermata Advisors first reported a position in ET in Q2 2024 and has held it in 9 quarters since. The position peaked at $535K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Fermata Advisors held 26,101 shares of Energy Transfer Partners worth $499K as of Q2 2026.
Fermata Advisors sold 1,600 Energy Transfer Partners shares in Q2 2026, an estimated $31K.
Energy Transfer Partners made up 0.1% of Fermata Advisors's portfolio in Q2 2026, its #152 holding.
Fermata Advisors first reported a position in Energy Transfer Partners in Q2 2024 and has held it in 9 quarters since.
Fermata Advisors's Energy Transfer Partners position peaked at $535K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.