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HB Wealth Management’s Energy Transfer Partners ET Stock Holding History

HB Wealth 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 		$4.12M Buy
215,505
+25,232
+13% +$489K 0.02% 312
2026
Q1 		$3.67M Sell
190,273
-7,243
-4% -$133K 0.02% 308
2025
Q4 		$3.26M Buy
197,516
+49,664
+34% +$827K 0.02% 325
2025
Q3 		$2.54M Buy
147,852
+3,386
+2% +$59.4K 0.02% 371
2025
Q2 		$2.62M Sell
144,466
-41,294
-22% -$721K 0.02% 324
2025
Q1 		$3.45M Buy
185,760
+33,231
+22% +$647K 0.03% 282
2024
Q4 		$2.99M Buy
152,529
+837
+0.6% +$14.8K 0.03% 223
2024
Q3 		$2.43M Buy
151,692
+73,322
+94% +$1.18M 0.03% 247
2024
Q2 		$1.27M Buy
78,370
+1,120
+1% +$17.6K 0.01% 321
2024
Q1 		$1.22M Sell
77,250
-2,157
-3% -$31.4K 0.02% 314
2023
Q4 		$1.1M Buy
79,407
+8,351
+12% +$113K 0.02% 305
2023
Q3 		$997K Sell
71,056
-5,122
-7% -$67.9K 0.02% 294
2023
Q2 		$967K Buy
76,178
+14,986
+24% +$190K 0.02% 295
2023
Q1 		$763K Buy
61,192
+717
+1% +$9.06K 0.01% 331
2022
Q4 		$718K Buy
60,475
+22,904
+61% +$275K 0.01% 329
2022
Q3 		$414K Sell
37,571
-14,451
-28% -$161K 0.01% 373
2022
Q2 		$519K Sell
52,022
-10,431
-17% -$117K 0.01% 335
2022
Q1 		$699K Buy
62,453
+20,214
+48% +$200K 0.01% 306
2021
Q4 		$348K Buy
+42,239
New +$384K 0.01% 364

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

HB Wealth Management's ET Position: Q2 2026 in Review

HB Wealth Management increased its Energy Transfer Partners (ET) stake by 13% in Q2 2026, buying an estimated $489K and bringing the position to 215,505 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #312.

HB Wealth Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • HB Wealth Management held 215,505 shares of Energy Transfer Partners worth $4.12M as of Q2 2026.
  • HB Wealth Management bought 25,232 Energy Transfer Partners shares in Q2 2026, an estimated $489K.
  • Energy Transfer Partners made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #312 holding.
  • HB Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.