Helium Advisors’s Energy Transfer Partners ET Stock Holding History

Helium 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	$302K	Sell	15,818 -215	-1%	-$4.16K	0.25%	82
2026 Q1	$309K	Buy	16,033 +2,447	+18%	+$44.8K	0.29%	71
2025 Q4	$224K	Buy	13,586 +946	+7%	+$15.7K	0.23%	77
2025 Q3	$217K	Sell	12,640 -10,472	-45%	-$184K	0.18%	81
2025 Q2	$419K	Sell	23,112 -154	-0.7%	-$2.69K	0.27%	60
2025 Q1	$433K	Sell	23,266 -2,270	-9%	-$44.2K	0.31%	53
2024 Q4	$500K	Buy	+25,536	New	+$452K	0.4%	47

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

Helium Advisors's ET Position: Q2 2026 in Review

Helium Advisors reduced its Energy Transfer Partners (ET) stake by 1.3% in Q2 2026, selling an estimated $4.16K and leaving 15,818 shares worth $302K. The position accounts for 0.25% of the portfolio, ranked #82.

Helium Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Helium Advisors held 15,818 shares of Energy Transfer Partners worth $302K as of Q2 2026.
Helium Advisors sold 215 Energy Transfer Partners shares in Q2 2026, an estimated $4.16K.
Energy Transfer Partners made up 0.25% of Helium Advisors's portfolio in Q2 2026, its #82 holding.
Helium Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Helium Advisors's Energy Transfer Partners position peaked at $500K in Q4 2024.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.