Heritage Wealth Advisors’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $97.5K | Hold |
5,100
| – | – | ﹤0.01% | 268 |
|
|
2026
Q1 | $98.4K | Hold |
5,100
| – | – | ﹤0.01% | 254 |
|
|
2025
Q4 | $84.1K | Hold |
5,100
| – | – | ﹤0.01% | 275 |
|
|
2025
Q3 | $87.5K | Sell |
5,100
-64
| -1% | -$1.12K | ﹤0.01% | 256 |
|
|
2025
Q2 | $93.6K | Buy |
5,164
+304
| +6% | +$5.3K | ﹤0.01% | 251 |
|
|
2025
Q1 | $90.3K | Buy |
4,860
+200
| +4% | +$3.9K | ﹤0.01% | 253 |
|
|
2024
Q4 | $91.3K | Buy |
4,660
+460
| +11% | +$8.15K | ﹤0.01% | 257 |
|
|
2024
Q3 | $67.4K | Hold |
4,200
| – | – | ﹤0.01% | 303 |
|
|
2024
Q2 | $68.1K | Sell |
4,200
-1,335
| -24% | -$21K | ﹤0.01% | 285 |
|
|
2024
Q1 | $87.1K | Buy |
5,535
+329
| +6% | +$4.79K | ﹤0.01% | 274 |
|
|
2023
Q4 | $71.8K | Buy |
5,206
+3,930
| +308% | +$53.4K | ﹤0.01% | 303 |
|
|
2023
Q3 | $17.9K | Buy |
1,276
+30
| +2% | +$398 | ﹤0.01% | 388 |
|
|
2023
Q2 | $15.8K | Buy |
1,246
+30
| +2% | +$380 | ﹤0.01% | 409 |
|
|
2023
Q1 | $15.2K | Buy |
1,216
+28
| +2% | +$354 | ﹤0.01% | 419 |
|
|
2022
Q4 | $14.1K | Buy |
1,188
+25
| +2% | +$300 | ﹤0.01% | 432 |
|
|
2022
Q3 | $12.8K | Buy |
1,163
+23
| +2% | +$256 | ﹤0.01% | 409 |
|
|
2022
Q2 | $11K | Buy |
1,140
+20
| +2% | +$224 | ﹤0.01% | 456 |
|
|
2022
Q1 | $13K | Buy |
1,120
+19
| +2% | +$188 | ﹤0.01% | 422 |
|
|
2021
Q4 | $9K | Sell |
1,101
-4,206
| -79% | -$38.2K | ﹤0.01% | 457 |
|
|
2021
Q3 | $50.8K | Buy |
5,307
+17
| +0.3% | +$163 | ﹤0.01% | 315 |
|
|
2021
Q2 | $56.2K | Buy |
5,290
+16
| +0.3% | +$153 | ﹤0.01% | 316 |
|
|
2021
Q1 | $40.5K | Buy |
5,274
+22
| +0.4% | +$161 | ﹤0.01% | 355 |
|
|
2020
Q4 | $32K | Buy |
5,252
+28
| +0.5% | +$169 | ﹤0.01% | 366 |
|
|
2020
Q3 | $28.3K | Buy |
5,224
+1,000
| +24% | +$6.35K | ﹤0.01% | 321 |
|
|
2020
Q2 | $30.1K | Hold |
4,224
| – | – | ﹤0.01% | 292 |
|
|
2020
Q1 | $19.4K | Sell |
4,224
-86,958
| -95% | -$927K | ﹤0.01% | 327 |
|
|
2019
Q4 | $1.17M | Buy |
91,182
+10,910
| +14% | +$134K | 0.15% | 60 |
|
|
2019
Q3 | $1.05M | Buy |
80,272
+1,138
| +1% | +$15.9K | 0.15% | 61 |
|
|
2019
Q2 | $1.11M | Buy |
79,134
+2,882
| +4% | +$42.7K | 0.17% | 61 |
|
|
2019
Q1 | $1.17M | Sell |
76,252
-46,229
| -38% | -$687K | 0.19% | 51 |
|
|
2018
Q4 | $1.62M | Buy |
122,481
+6,083
| +5% | +$92.4K | 0.32% | 44 |
|
|
2018
Q3 | $2.03M | Buy |
116,398
+21,518
| +23% | +$382K | 0.4% | 35 |
|
|
2018
Q2 | $1.64M | Sell |
94,880
-2,009
| -2% | -$33K | 0.61% | 35 |
|
|
2018
Q1 | $1.38M | Buy |
96,889
+1,195
| +1% | +$19.9K | 0.57% | 38 |
|
|
2017
Q4 | $1.65M | Sell |
95,694
-2,938
| -3% | -$50.1K | 0.71% | 32 |
|
|
2017
Q3 | $1.71M | Sell |
98,632
-311
| -0.3% | -$5.44K | 0.86% | 24 |
|
|
2017
Q2 | $1.78M | Buy |
98,943
+1,446
| +1% | +$25.7K | 0.92% | 22 |
|
|
2017
Q1 | $1.92M | Buy |
+97,497
| New | +$1.84M | 1.03% | 20 |
|
|
2015
Q3 | – | Sell |
-42,696
| Closed | -$1.37M | – | 76 |
|
|
2015
Q2 | $1.37M | Buy |
42,696
+5,086
| +14% | +$170K | 1.14% | 13 |
|
|
2015
Q1 | $1.19M | Buy |
37,610
+2,422
| +7% | +$71.8K | 0.98% | 17 |
|
|
2014
Q4 | $1.01M | Buy |
35,188
+2,536
| +8% | +$73.1K | 0.9% | 16 |
|
|
2014
Q3 | $1.01M | Buy |
32,652
+474
| +1% | +$13.9K | 1.05% | 17 |
|
|
2014
Q2 | $948K | Sell |
32,178
-434
| -1% | -$11K | 1.02% | 19 |
|
|
2014
Q1 | $762K | Buy |
32,612
+1,936
| +6% | +$41.8K | 0.88% | 23 |
|
|
2013
Q4 | $627K | Buy |
+30,676
| New | +$552K | 0.79% | 23 |
|
Other funds holding ET
AA
TCA
EIP
Heritage Wealth Advisors's ET Position: Q2 2026 in Review
Heritage Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 5,100 shares worth $97.5K. The position accounts for ﹤0.01% of the portfolio, ranked #268.
Heritage Wealth Advisors first reported a position in ET in Q4 2013 and has held it in 45 quarters since. The position peaked at $2.03M in Q3 2018. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.
- Heritage Wealth Advisors held 5,100 shares of Energy Transfer Partners worth $97.5K as of Q2 2026.
- Heritage Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
- Energy Transfer Partners made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #268 holding.
- Heritage Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 45 quarters since.
- Heritage Wealth Advisors's Energy Transfer Partners position peaked at $2.03M in Q3 2018.
- 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.