JFS Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

JFS Wealth 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	$37.9K	Buy	1,982 +304	+18%	+$5.89K	﹤0.01%	606
2026 Q1	$32.4K	Buy	1,678 +618	+58%	+$11.3K	﹤0.01%	613
2025 Q4	$17.5K	Sell	1,060 -8,324	-89%	-$139K	﹤0.01%	788
2025 Q3	$161K	Buy	9,384 +8,482	+940%	+$149K	0.01%	351
2025 Q2	$16.4K	Hold	902	–	–	﹤0.01%	707
2025 Q1	$16.8K	Buy	902 +50	+6%	+$974	﹤0.01%	714
2024 Q4	$16.7K	Hold	852	–	–	﹤0.01%	689
2024 Q3	$13.7K	Hold	852	–	–	﹤0.01%	745
2024 Q2	$13.8K	Hold	852	–	–	﹤0.01%	695
2024 Q1	$13.4K	Hold	852	–	–	﹤0.01%	727
2023 Q4	$11.8K	Hold	852	–	–	﹤0.01%	728
2023 Q3	$12K	Hold	852	–	–	﹤0.01%	670
2023 Q2	$10.8K	Hold	852	–	–	﹤0.01%	707
2023 Q1	$10.6K	Hold	852	–	–	﹤0.01%	694
2022 Q4	$10.1K	Hold	852	–	–	﹤0.01%	708
2022 Q3	$9K	Hold	852	–	–	﹤0.01%	762
2022 Q2	$9K	Hold	852	–	–	﹤0.01%	791
2022 Q1	$10K	Hold	852	–	–	﹤0.01%	783
2021 Q4	$7K	Hold	852	–	–	﹤0.01%	735
2021 Q3	$8K	Buy	+852	New	+$8.18K	﹤0.01%	672
2020 Q2	–	Sell	-105	Closed	–	–	538
2020 Q1	$0	Buy	+105	New	+$1.12K	﹤0.01%	516

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

JFS Wealth Advisors's ET Position: Q2 2026 in Review

JFS Wealth Advisors increased its Energy Transfer Partners (ET) stake by 18% in Q2 2026, buying an estimated $5.89K and bringing the position to 1,982 shares worth $37.9K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

JFS Wealth Advisors first reported a position in ET in Q1 2020 and has held it in 21 quarters since. The position peaked at $161K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

JFS Wealth Advisors held 1,982 shares of Energy Transfer Partners worth $37.9K as of Q2 2026.
JFS Wealth Advisors bought 304 Energy Transfer Partners shares in Q2 2026, an estimated $5.89K.
Energy Transfer Partners made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #606 holding.
JFS Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 21 quarters since.
JFS Wealth Advisors's Energy Transfer Partners position peaked at $161K in Q3 2025.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.