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Foundations Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Foundations Investment 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 		$2.12M Sell
111,137
-4,539
-4% -$87.9K 0.02% 387
2026
Q1 		$2.23M Buy
115,676
+19,026
+20% +$348K 0.03% 354
2025
Q4 		$1.59M Sell
96,650
-21,929
-18% -$365K 0.02% 398
2025
Q3 		$2.03M Buy
118,579
+24,838
+26% +$435K 0.03% 314
2025
Q2 		$1.7M Buy
93,741
+4,478
+5% +$78.1K 0.03% 333
2025
Q1 		$1.66M Buy
89,263
+6,530
+8% +$127K 0.03% 320
2024
Q4 		$1.62M Buy
82,733
+2,351
+3% +$41.6K 0.03% 324
2024
Q3 		$1.29M Sell
80,382
-1,354
-2% -$21.8K 0.03% 324
2024
Q2 		$1.33M Sell
81,736
-8,911
-10% -$140K 0.03% 293
2024
Q1 		$1.43M Sell
90,647
-3,690
-4% -$53.7K 0.04% 270
2023
Q4 		$1.36M Sell
94,337
-10,813
-10% -$147K 0.04% 268
2023
Q3 		$1.48M Buy
105,150
+12,285
+13% +$163K 0.05% 249
2023
Q2 		$1.18M Sell
92,865
-321
-0.3% -$4.07K 0.04% 244
2023
Q1 		$1.16M Buy
93,186
+2,913
+3% +$36.8K 0.04% 217
2022
Q4 		$1.07M Buy
90,273
+71,489
+381% +$858K 0.04% 195
2022
Q3 		$207K Buy
+18,784
New +$209K 0.01% 371
2019
Q2 		– Sell
-11,093
Closed -$171K – 121
2019
Q1 		$171K Buy
11,093
+192
+2% +$2.85K 0.03% 93
2018
Q4 		$165K Buy
+10,901
New +$166K 0.03% 99

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

Foundations Investment Advisors's ET Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Energy Transfer Partners (ET) stake by 3.9% in Q2 2026, selling an estimated $87.9K and leaving 111,137 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #387.

Foundations Investment Advisors first reported a position in ET in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.23M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Foundations Investment Advisors held 111,137 shares of Energy Transfer Partners worth $2.12M as of Q2 2026.
  • Foundations Investment Advisors sold 4,539 Energy Transfer Partners shares in Q2 2026, an estimated $87.9K.
  • Energy Transfer Partners made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #387 holding.
  • Foundations Investment Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Energy Transfer Partners position peaked at $2.23M in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.