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Fortem Financial Group’s Energy Transfer Partners ET Stock Holding History

Fortem Financial 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 		$2.77M Sell
144,704
-11,100
-7% -$215K 0.56% 49
2026
Q1 		$3.01M Sell
155,804
-10,837
-7% -$198K 0.75% 41
2025
Q4 		$2.75M Sell
166,641
-11,674
-7% -$194K 0.73% 38
2025
Q3 		$3.06M Sell
178,315
-2,967
-2% -$52K 0.88% 34
2025
Q2 		$3.29M Sell
181,282
-14,168
-7% -$247K 1.06% 24
2025
Q1 		$3.63M Sell
195,450
-10,422
-5% -$203K 1.41% 17
2024
Q4 		$4.03M Buy
205,872
+5,566
+3% +$98.6K 1.56% 16
2024
Q3 		$3.21M Buy
200,306
+11,455
+6% +$184K 1.31% 18
2024
Q2 		$3.06M Sell
188,851
-16,787
-8% -$264K 1.32% 17
2024
Q1 		$3.23M Buy
205,638
+6
+0% +$87 1.42% 17
2023
Q4 		$2.84M Sell
205,632
-10,194
-5% -$139K 1.41% 15
2023
Q3 		$3.03M Sell
215,826
-16,405
-7% -$218K 1.78% 13
2023
Q2 		$2.95M Sell
232,231
-8,396
-3% -$106K 1.75% 13
2023
Q1 		$3M Buy
240,627
+3,509
+1% +$44.3K 1.95% 8
2022
Q4 		$2.81M Buy
237,118
+4,752
+2% +$57K 1.65% 10
2022
Q3 		$2.56M Buy
232,366
+11,565
+5% +$129K 1.77% 9
2022
Q2 		$2.2M Buy
220,801
+103,872
+89% +$1.16M 1.44% 12
2022
Q1 		$1.31M Buy
116,929
+15,527
+15% +$154K 0.57% 73
2021
Q4 		$835K Buy
101,402
+2,102
+2% +$19.1K 0.38% 86
2021
Q3 		$951K Buy
99,300
+6,500
+7% +$62.4K 0.48% 75
2021
Q2 		$986K Buy
92,800
+10,900
+13% +$104K 0.5% 75
2021
Q1 		$629K Buy
81,900
+42,500
+108% +$310K 0.36% 88
2020
Q4 		$243K Buy
39,400
+11,800
+43% +$71.4K 0.15% 139
2020
Q3 		$150K Buy
+27,600
New +$175K 0.11% 134
2020
Q2 		– Sell
-22,100
Closed -$102K – 140
2020
Q1 		$102K Buy
+22,100
New +$235K 0.09% 116
2019
Q4 		– Sell
-11,100
Closed -$145K – 126
2019
Q3 		$145K Hold
11,100
– – 0.12% 107
2019
Q2 		$156K Buy
+11,100
New +$164K 0.16% 133

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

Fortem Financial Group's ET Position: Q2 2026 in Review

Fortem Financial Group reduced its Energy Transfer Partners (ET) stake by 7.1% in Q2 2026, selling an estimated $215K and leaving 144,704 shares worth $2.77M. The position accounts for 0.56% of the portfolio, ranked #49.

Fortem Financial Group first reported a position in ET in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.03M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Fortem Financial Group held 144,704 shares of Energy Transfer Partners worth $2.77M as of Q2 2026.
  • Fortem Financial Group sold 11,100 Energy Transfer Partners shares in Q2 2026, an estimated $215K.
  • Energy Transfer Partners made up 0.56% of Fortem Financial Group's portfolio in Q2 2026, its #49 holding.
  • Fortem Financial Group first reported a position in Energy Transfer Partners in Q2 2019 and has held it in 27 quarters since.
  • Fortem Financial Group's Energy Transfer Partners position peaked at $4.03M in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.