Gladstone Institutional Advisory’s Energy Transfer Partners ET Stock Holding History

Gladstone Institutional Advisory’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	$2.18M	Buy	114,168 +31,802	+39%	+$616K	0.07%	275
2026 Q1	$1.59M	Sell	82,366 -3,736	-4%	-$68.4K	0.06%	299
2025 Q4	$1.42M	Buy	86,102 +15,920	+23%	+$265K	0.05%	304
2025 Q3	$1.2M	Sell	70,182 -24,047	-26%	-$422K	0.05%	330
2025 Q2	$1.71M	Buy	94,229 +74	+0.1%	+$1.29K	0.07%	260
2025 Q1	$1.75M	Sell	94,155 -20,190	-18%	-$393K	0.08%	244
2024 Q4	$2.24M	Buy	114,345 +25,994	+29%	+$460K	0.1%	208
2024 Q3	$1.42M	Buy	88,351 +44,338	+101%	+$713K	0.07%	274
2024 Q2	$714K	Sell	44,013 -861	-2%	-$13.5K	0.04%	358
2024 Q1	$706K	Buy	44,874 +2,649	+6%	+$38.6K	0.04%	350
2023 Q4	$583K	Buy	42,225 +9,343	+28%	+$127K	0.03%	387
2023 Q3	$461K	Buy	32,882 +5,249	+19%	+$69.6K	0.03%	397
2023 Q2	$351K	Buy	27,633 +9,129	+49%	+$116K	0.02%	478
2023 Q1	$231K	Buy	18,504 +85	+0.5%	+$1.07K	0.01%	585
2022 Q4	$219K	Buy	18,419 +142	+0.8%	+$1.7K	0.02%	577
2022 Q3	$202K	Buy	18,277 +905	+5%	+$10.1K	0.02%	583
2022 Q2	$173K	Buy	+17,372	New	+$195K	0.01%	612
2021 Q3	–	Sell	-34,187	Closed	-$363K	–	560
2021 Q2	$363K	Buy	+34,187	New	+$328K	0.04%	359

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

Gladstone Institutional Advisory's ET Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Energy Transfer Partners (ET) stake by 39% in Q2 2026, buying an estimated $616K and bringing the position to 114,168 shares worth $2.18M. The position accounts for 0.07% of the portfolio, ranked #275.

Gladstone Institutional Advisory first reported a position in ET in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.24M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Gladstone Institutional Advisory held 114,168 shares of Energy Transfer Partners worth $2.18M as of Q2 2026.
Gladstone Institutional Advisory bought 31,802 Energy Transfer Partners shares in Q2 2026, an estimated $616K.
Energy Transfer Partners made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #275 holding.
Gladstone Institutional Advisory first reported a position in Energy Transfer Partners in Q2 2021 and has held it in 18 quarters since.
Gladstone Institutional Advisory's Energy Transfer Partners position peaked at $2.24M in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.