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Great Valley Advisor Group’s Energy Transfer Partners ET Stock Holding History

Great Valley Advisor Group’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 		$3.02M Sell
158,066
-22,795
-13% -$441K 0.05% 313
2026
Q1 		$3.49M Buy
180,861
+37,917
+27% +$694K 0.06% 264
2025
Q4 		$2.36M Sell
142,944
-1,281
-0.9% -$21.3K 0.05% 309
2025
Q3 		$2.48M Sell
144,225
-3,634
-2% -$63.7K 0.05% 293
2025
Q2 		$2.68M Sell
147,859
-1,508
-1% -$26.3K 0.06% 263
2025
Q1 		$2.78M Sell
149,367
-4,202
-3% -$81.9K 0.06% 258
2024
Q4 		$3.01M Sell
153,569
-7,951
-5% -$141K 0.07% 256
2024
Q3 		$2.59M Buy
161,520
+4,907
+3% +$78.9K 0.06% 274
2024
Q2 		$2.54M Buy
156,613
+6,440
+4% +$101K 0.07% 255
2024
Q1 		$2.36M Buy
150,173
+12,652
+9% +$184K 0.07% 248
2023
Q4 		$1.9M Buy
137,521
+2,919
+2% +$39.7K 0.07% 246
2023
Q3 		$1.89M Sell
134,602
-35,618
-21% -$472K 0.08% 226
2023
Q2 		$2.16M Sell
170,220
-157,640
-48% -$2M 0.09% 209
2023
Q1 		$4.09M Sell
327,860
-135,602
-29% -$1.71M 0.19% 135
2022
Q4 		$5.5M Buy
463,462
+15,988
+4% +$192K 0.28% 89
2022
Q3 		$4.94M Buy
447,474
+96,416
+27% +$1.07M 0.28% 88
2022
Q2 		$3.5M Buy
351,058
+161,459
+85% +$1.81M 0.19% 134
2022
Q1 		$2.12M Buy
189,599
+51,161
+37% +$507K 0.12% 191
2021
Q4 		$1.14M Buy
138,438
+31,038
+29% +$282K 0.07% 254
2021
Q3 		$1.03M Sell
107,400
-2,214
-2% -$21.3K 0.07% 248
2021
Q2 		$1.16M Buy
109,614
+5,556
+5% +$53.2K 0.09% 222
2021
Q1 		$799K Buy
104,058
+9,930
+11% +$72.5K 0.08% 223
2020
Q4 		$582K Buy
94,128
+55,955
+147% +$339K 0.06% 257
2020
Q3 		$207K Buy
38,173
+4,921
+15% +$31.2K 0.03% 404
2020
Q2 		$236K Buy
33,252
+2,774
+9% +$20.6K 0.04% 359
2020
Q1 		$140K Buy
30,478
+557
+2% +$5.93K 0.04% 293
2019
Q4 		$384K Buy
29,921
+404
+1% +$4.98K 0.09% 242
2019
Q3 		$386K Buy
29,517
+436
+1% +$6.08K 0.09% 232
2019
Q2 		$409K Buy
29,081
+689
+2% +$10.2K 0.1% 207
2019
Q1 		$436K Hold
28,392
– – 0.14% 169
2018
Q4 		$375K Buy
+28,392
New +$431K 0.14% 137

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

Great Valley Advisor Group's ET Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Energy Transfer Partners (ET) stake by 13% in Q2 2026, selling an estimated $441K and leaving 158,066 shares worth $3.02M. The position accounts for 0.05% of the portfolio, ranked #313.

Great Valley Advisor Group first reported a position in ET in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.5M in Q4 2022. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Great Valley Advisor Group held 158,066 shares of Energy Transfer Partners worth $3.02M as of Q2 2026.
  • Great Valley Advisor Group sold 22,795 Energy Transfer Partners shares in Q2 2026, an estimated $441K.
  • Energy Transfer Partners made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #313 holding.
  • Great Valley Advisor Group first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's Energy Transfer Partners position peaked at $5.5M in Q4 2022.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.