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Joseph P. Lucia & Associates’s Energy Transfer Partners ET Stock Holding History

Joseph P. Lucia & Associates’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 		$1.15M Sell
59,939
-6,721
-10% -$130K 0.34% 61
2026
Q1 		$1.29M Sell
66,660
-7,337
-10% -$134K 0.46% 57
2025
Q4 		$1.22M Sell
73,997
-7,663
-9% -$128K 0.44% 59
2025
Q3 		$1.4M Sell
81,660
-4,256
-5% -$74.6K 0.53% 55
2025
Q2 		$1.56M Sell
85,916
-2,346
-3% -$40.9K 0.64% 48
2025
Q1 		$1.64M Buy
88,262
+21,892
+33% +$426K 0.75% 45
2024
Q4 		$1.3M Buy
66,370
+13,693
+26% +$242K 0.58% 50
2024
Q3 		$845K Buy
52,677
+8,438
+19% +$136K 0.39% 68
2024
Q2 		$718K Sell
44,239
-226
-0.5% -$3.55K 0.37% 67
2024
Q1 		$699K Sell
44,465
-1,025
-2% -$14.9K 0.37% 63
2023
Q4 		$628K Buy
45,490
+6,235
+16% +$84.7K 0.39% 63
2023
Q3 		$551K Buy
39,255
+9,320
+31% +$124K 0.39% 62
2023
Q2 		$380K Buy
29,935
+9,750
+48% +$124K 0.25% 82
2023
Q1 		$252K Buy
+20,185
New +$255K 0.18% 100
2021
Q1 		– Sell
-300
Closed -$2K – 579
2020
Q4 		$2K Buy
+300
New +$1.81K ﹤0.01% 443
2020
Q3 		– Sell
-100
Closed -$1K – 190
2020
Q2 		$1K Buy
+100
New +$741 ﹤0.01% 449

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Joseph P. Lucia & Associates's ET Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Energy Transfer Partners (ET) stake by 10% in Q2 2026, selling an estimated $130K and leaving 59,939 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #61.

Joseph P. Lucia & Associates first reported a position in ET in Q2 2020 and has held it in 16 quarters since. The position peaked at $1.64M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Joseph P. Lucia & Associates held 59,939 shares of Energy Transfer Partners worth $1.15M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 6,721 Energy Transfer Partners shares in Q2 2026, an estimated $130K.
  • Energy Transfer Partners made up 0.34% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #61 holding.
  • Joseph P. Lucia & Associates first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 16 quarters since.
  • Joseph P. Lucia & Associates's Energy Transfer Partners position peaked at $1.64M in Q1 2025.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.