Forum Financial Management’s Energy Transfer Partners ET Stock Holding History

Forum Financial 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	$7.5M	Sell	392,423 -9,483	-2%	-$184K	0.1%	40
2026 Q1	$7.76M	Sell	401,906 -29,042	-7%	-$532K	0.11%	39
2025 Q4	$7.11M	Buy	430,948 +328,988	+323%	+$5.48M	0.09%	48
2025 Q3	$1.75M	Sell	101,960 -17,685	-15%	-$310K	0.02%	149
2025 Q2	$2.17M	Buy	119,645 +1,744	+1%	+$30.4K	0.03%	116
2025 Q1	$2.19M	Sell	117,901 -8,493	-7%	-$165K	0.04%	107
2024 Q4	$2.48M	Buy	126,394 +2,797	+2%	+$49.5K	0.04%	94
2024 Q3	$1.98M	Buy	123,597 +1,035	+0.8%	+$16.7K	0.03%	109
2024 Q2	$1.99M	Buy	122,562 +3,487	+3%	+$54.8K	0.04%	103
2024 Q1	$1.87M	Buy	119,075 +3,929	+3%	+$57.2K	0.03%	118
2023 Q4	$1.59M	Sell	115,146 -9,802	-8%	-$133K	0.03%	113
2023 Q3	$1.75M	Buy	124,948 +114,710	+1,120%	+$1.52M	0.04%	96
2023 Q2	$130K	Buy	+10,238	New	+$130K	﹤0.01%	632
2023 Q1	–	Sell	-10,709	Closed	-$127K	–	632
2022 Q4	$127K	Buy	+10,709	New	+$128K	﹤0.01%	564

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

Forum Financial Management's ET Position: Q2 2026 in Review

Forum Financial Management reduced its Energy Transfer Partners (ET) stake by 2.4% in Q2 2026, selling an estimated $184K and leaving 392,423 shares worth $7.5M. The position accounts for 0.1% of the portfolio, ranked #40.

Forum Financial Management first reported a position in ET in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.76M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Forum Financial Management held 392,423 shares of Energy Transfer Partners worth $7.5M as of Q2 2026.
Forum Financial Management sold 9,483 Energy Transfer Partners shares in Q2 2026, an estimated $184K.
Energy Transfer Partners made up 0.1% of Forum Financial Management's portfolio in Q2 2026, its #40 holding.
Forum Financial Management first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 14 quarters since.
Forum Financial Management's Energy Transfer Partners position peaked at $7.76M in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.