Fulcrum Asset Management’s Energy Transfer Partners ET Stock Holding History

Fulcrum Asset 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	$356K	Hold	18,664	–	–	0.04%	322
2026 Q1	$366K	Hold	18,664	–	–	0.06%	142
2025 Q4	$309K	Buy	18,664 +2,624	+16%	+$43.7K	0.09%	111
2025 Q3	$275K	Buy	16,040 +154	+1%	+$2.7K	0.08%	113
2025 Q2	$288K	Buy	+15,886	New	+$277K	0.08%	124

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

Fulcrum Asset Management's ET Position: Q2 2026 in Review

Fulcrum Asset Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 18,664 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #322.

Fulcrum Asset Management first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $366K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Fulcrum Asset Management held 18,664 shares of Energy Transfer Partners worth $356K as of Q2 2026.
Fulcrum Asset Management left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #322 holding.
Fulcrum Asset Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Energy Transfer Partners position peaked at $366K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.