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Fiduciary Group’s Energy Transfer Partners ET Stock Holding History

Fiduciary Group’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 		$1.47M Sell
76,869
-2,393
-3% -$46.3K 0.12% 137
2026
Q1 		$1.53M Sell
79,262
-25
-0% -$458 0.13% 125
2025
Q4 		$1.31M Buy
79,287
+11,319
+17% +$188K 0.11% 140
2025
Q3 		$1.17M Sell
67,968
-351
-0.5% -$6.15K 0.1% 147
2025
Q2 		$1.24M Buy
68,319
+15,210
+29% +$265K 0.12% 140
2025
Q1 		$987K Buy
53,109
+12,828
+32% +$250K 0.1% 154
2024
Q4 		$789K Buy
40,281
+3
+0% +$53 0.08% 167
2024
Q3 		$646K Buy
40,278
+5,220
+15% +$84K 0.07% 174
2024
Q2 		$569K Buy
35,058
+4,543
+15% +$71.4K 0.06% 179
2024
Q1 		$480K Buy
30,515
+7
+0% +$102 0.05% 187
2023
Q4 		$421K Buy
30,508
+12
+0% +$163 0.05% 188
2023
Q3 		$428K Sell
30,496
-376
-1% -$4.99K 0.05% 178
2023
Q2 		$392K Buy
30,872
+21
+0.1% +$266 0.05% 181
2023
Q1 		$385K Buy
30,851
+8,235
+36% +$104K 0.05% 181
2022
Q4 		$268K Hold
22,616
– – 0.04% 203
2022
Q3 		$279K Buy
22,616
+1,646
+8% +$18.3K 0.04% 203
2022
Q2 		$241K Sell
20,970
-3,468
-14% -$38.8K 0.03% 219
2022
Q1 		$262K Hold
24,438
– – 0.03% 198
2021
Q4 		$201K Sell
24,438
-4,000
-14% -$36.3K 0.02% 231
2021
Q3 		$280K Buy
28,438
+660
+2% +$6.34K 0.03% 203
2021
Q2 		$258K Hold
27,778
– – 0.03% 213
2021
Q1 		$239K Sell
27,778
-1,500
-5% -$11K 0.03% 211
2020
Q4 		$199K Buy
29,278
+426
+1% +$2.58K 0.03% 213
2020
Q3 		$156K Hold
28,852
– – 0.02% 200
2020
Q2 		$205K Hold
28,852
– – 0.03% 188
2020
Q1 		$133K Buy
28,852
+97
+0.3% +$1.03K 0.03% 173
2019
Q4 		$369K Sell
28,755
-240
-0.8% -$2.96K 0.06% 150
2019
Q3 		$379K Sell
28,995
-2,441
-8% -$34K 0.07% 147
2019
Q2 		$443K Sell
31,436
-1,658
-5% -$24.5K 0.08% 136
2019
Q1 		$509K Sell
33,094
-100
-0.3% -$1.49K 0.09% 124
2018
Q4 		$438K Buy
+33,194
New +$504K 0.09% 121

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

Fiduciary Group's ET Position: Q2 2026 in Review

Fiduciary Group reduced its Energy Transfer Partners (ET) stake by 3% in Q2 2026, selling an estimated $46.3K and leaving 76,869 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #137.

Fiduciary Group first reported a position in ET in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.53M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Fiduciary Group held 76,869 shares of Energy Transfer Partners worth $1.47M as of Q2 2026.
  • Fiduciary Group sold 2,393 Energy Transfer Partners shares in Q2 2026, an estimated $46.3K.
  • Energy Transfer Partners made up 0.12% of Fiduciary Group's portfolio in Q2 2026, its #137 holding.
  • Fiduciary Group first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
  • Fiduciary Group's Energy Transfer Partners position peaked at $1.53M in Q1 2026.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.