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

Jeppson 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	$679K	Buy	35,513 +2,100	+6%	+$40.7K	0.2%	112
2026 Q1	$645K	Buy	33,413 +732	+2%	+$13.4K	0.2%	106
2025 Q4	$539K	Buy	32,681 +12,817	+65%	+$213K	0.17%	111
2025 Q3	$341K	Buy	19,864 +934	+5%	+$16.4K	0.11%	164
2025 Q2	$343K	Buy	+18,930	New	+$330K	0.12%	150

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 $39B AUM 18.55% 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

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

Jeppson Wealth Management increased its Energy Transfer Partners (ET) stake by 6.3% in Q2 2026, buying an estimated $40.7K and bringing the position to 35,513 shares worth $679K. The position accounts for 0.2% of the portfolio, ranked #112.

Jeppson Wealth Management first reported a position in ET in Q2 2025 and has held it in 5 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Jeppson Wealth Management held 35,513 shares of Energy Transfer Partners worth $679K as of Q2 2026.
Jeppson Wealth Management bought 2,100 Energy Transfer Partners shares in Q2 2026, an estimated $40.7K.
Energy Transfer Partners made up 0.2% of Jeppson Wealth Management's portfolio in Q2 2026, its #112 holding.
Jeppson Wealth Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.