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Global Retirement Partners’s Energy Transfer Partners ET Stock Holding History

Global Retirement Partners’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 		$3.09M Buy
+161,577
New +$3.13M 0.05% 363
2025
Q4 		$3.18M Sell
192,810
-9,255
-5% -$154K 0.06% 308
2025
Q3 		$3.47M Sell
202,065
-10,192
-5% -$179K 0.08% 234
2025
Q2 		$3.85M Buy
+212,257
New +$3.7M 0.1% 197
2024
Q4 		$4.12M Sell
210,098
-27,040
-11% -$479K 0.12% 170
2024
Q3 		$3.81M Sell
237,138
-13,481
-5% -$217K 0.12% 174
2024
Q2 		$4.07M Buy
250,619
+119,476
+91% +$1.88M 0.13% 158
2024
Q1 		$2.06M Sell
131,143
-4,005
-3% -$58.3K 0.08% 235
2023
Q4 		$1.88M Buy
135,148
+1,923
+1% +$26.1K 0.08% 232
2023
Q3 		$1.78M Sell
133,225
-969
-0.7% -$12.9K 0.09% 205
2023
Q2 		$1.7M Buy
134,194
+2,098
+2% +$26.6K 0.08% 223
2023
Q1 		$1.67M Buy
132,096
+13,449
+11% +$170K 0.09% 221
2022
Q4 		$1.41M Buy
118,647
+54,128
+84% +$649K 0.1% 207
2022
Q3 		$824K Buy
64,519
+14,854
+30% +$165K 0.06% 275
2022
Q2 		$496K Hold
49,665
– – 0.04% 357
2022
Q1 		$555K Buy
+49,665
New +$492K 0.04% 340
2021
Q4 		– Sell
-3,539
Closed -$34K – 678
2021
Q3 		$34K Hold
3,539
– – ﹤0.01% 994
2021
Q2 		$38K Sell
3,539
-420
-11% -$4.02K ﹤0.01% 971
2021
Q1 		$30K Buy
3,959
+480
+14% +$3.5K ﹤0.01% 972
2020
Q4 		$22K Buy
3,479
+2,228
+178% +$13.5K ﹤0.01% 996
2020
Q3 		$7K Sell
1,251
-346
-22% -$2.2K ﹤0.01% 1231
2020
Q2 		$11K Sell
1,597
-521
-25% -$3.86K ﹤0.01% 1080
2020
Q1 		$10K Buy
2,118
+1,535
+263% +$16.4K ﹤0.01% 1025
2019
Q4 		$7K Hold
583
– – ﹤0.01% 1236
2019
Q3 		$8K Sell
583
-1,471
-72% -$20.5K ﹤0.01% 1165
2019
Q2 		$29K Hold
2,054
– – 0.01% 762
2019
Q1 		$32K Buy
2,054
+583
+40% +$8.66K 0.01% 676
2018
Q4 		$19K Buy
+1,471
New +$22.3K ﹤0.01% 757

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

Global Retirement Partners's ET Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Energy Transfer Partners (ET) in Q2 2026: 161,577 shares worth $3.09M. The stake represents 0.05% of the portfolio and ranks #363 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ET as recently as Q4 2025.

Global Retirement Partners first reported a position in ET in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.12M in Q4 2024. 1,298 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Global Retirement Partners held 161,577 shares of Energy Transfer Partners worth $3.09M as of Q2 2026.
  • Energy Transfer Partners was a new Global Retirement Partners position in Q2 2026.
  • Energy Transfer Partners made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #363 holding.
  • Global Retirement Partners first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's Energy Transfer Partners position peaked at $4.12M in Q4 2024.
  • 1,298 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.