Fulcrum Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Fulcrum Wealth 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	$475K	Sell	24,824 -215	-0.9%	-$4.16K	0.36%	46
2026 Q1	$483K	Buy	25,039 +905	+4%	+$16.6K	0.4%	36
2025 Q4	$398K	Buy	+24,134	New	+$402K	0.33%	44

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 Wealth Advisors's ET Position: Q2 2026 in Review

Fulcrum Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 0.86% in Q2 2026, selling an estimated $4.16K and leaving 24,824 shares worth $475K. The position accounts for 0.36% of the portfolio, ranked #46.

Fulcrum Wealth Advisors first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $483K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Fulcrum Wealth Advisors held 24,824 shares of Energy Transfer Partners worth $475K as of Q2 2026.
Fulcrum Wealth Advisors sold 215 Energy Transfer Partners shares in Q2 2026, an estimated $4.16K.
Energy Transfer Partners made up 0.36% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Fulcrum Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
Fulcrum Wealth Advisors's Energy Transfer Partners position peaked at $483K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.