HM Payson & Co’s Energy Transfer Partners ET Stock Holding History

HM Payson & Co’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	$595K	Buy	31,143 +164	+0.5%	+$3.18K	0.01%	285
2026 Q1	$598K	Buy	30,979 +4,116	+15%	+$75.4K	0.01%	274
2025 Q4	$443K	Buy	26,863 +5,095	+23%	+$84.8K	0.01%	307
2025 Q3	$374K	Buy	21,768 +5,131	+31%	+$89.9K	0.01%	333
2025 Q2	$302K	Buy	16,637 +3,195	+24%	+$55.8K	﹤0.01%	357
2025 Q1	$250K	Hold	13,442	–	–	﹤0.01%	378
2024 Q4	$263K	Hold	13,442	–	–	﹤0.01%	366
2024 Q3	$216K	Hold	13,442	–	–	﹤0.01%	401
2024 Q2	$218K	Hold	13,442	–	–	﹤0.01%	385
2024 Q1	$211K	Hold	13,442	–	–	﹤0.01%	388
2023 Q4	$186K	Hold	13,442	–	–	﹤0.01%	399
2023 Q3	$189K	Hold	13,442	–	–	﹤0.01%	379
2023 Q2	$171K	Hold	13,442	–	–	﹤0.01%	394
2023 Q1	$168K	Sell	13,442 -20,062	-60%	-$254K	﹤0.01%	399
2022 Q4	$398K	Sell	33,504 -3,456	-9%	-$41.5K	0.01%	276
2022 Q3	$408K	Hold	36,960	–	–	0.01%	263
2022 Q2	$369K	Hold	36,960	–	–	0.01%	287
2022 Q1	$414K	Hold	36,960	–	–	0.01%	290
2021 Q4	$304K	Hold	36,960	–	–	0.01%	344
2021 Q3	$354K	Hold	36,960	–	–	0.01%	306
2021 Q2	$393K	Hold	36,960	–	–	0.01%	299
2021 Q1	$284K	Buy	36,960 +20,062	+119%	+$146K	0.01%	337
2020 Q4	$104K	Hold	16,898	–	–	﹤0.01%	470
2020 Q3	$92K	Hold	16,898	–	–	﹤0.01%	460
2020 Q2	$120K	Sell	16,898 -500	-3%	-$3.71K	﹤0.01%	413
2020 Q1	$80K	Sell	17,398 -410	-2%	-$4.37K	﹤0.01%	428
2019 Q4	$228K	Buy	17,808 +500	+3%	+$6.16K	0.01%	372
2019 Q3	$226K	Hold	17,308	–	–	0.01%	367
2019 Q2	$244K	Hold	17,308	–	–	0.01%	365
2019 Q1	$266K	Buy	+17,308	New	+$257K	0.01%	225

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

HM Payson & Co's ET Position: Q2 2026 in Review

HM Payson & Co increased its Energy Transfer Partners (ET) stake by 0.53% in Q2 2026, buying an estimated $3.18K and bringing the position to 31,143 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #285.

HM Payson & Co first reported a position in ET in Q1 2019 and has held it in 30 quarters since. The position peaked at $598K in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

HM Payson & Co held 31,143 shares of Energy Transfer Partners worth $595K as of Q2 2026.
HM Payson & Co bought 164 Energy Transfer Partners shares in Q2 2026, an estimated $3.18K.
Energy Transfer Partners made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #285 holding.
HM Payson & Co first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 30 quarters since.
HM Payson & Co's Energy Transfer Partners position peaked at $598K in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.