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

Kingswood 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	$1.27M	Buy	66,563 +1,614	+2%	+$31.3K	0.05%	355
2026 Q1	$1.25M	Buy	64,949 +468	+0.7%	+$8.57K	0.06%	323
2025 Q4	$1.06M	Sell	64,481 -14,468	-18%	-$241K	0.05%	338
2025 Q3	$1.35M	Buy	78,949 +41,178	+109%	+$722K	0.08%	253
2025 Q2	$685K	Sell	37,771 -8,407	-18%	-$147K	0.05%	339
2025 Q1	$864K	Sell	46,178 -52,799	-53%	-$1.03M	0.08%	277
2024 Q4	$1.94M	Buy	98,977 +5,225	+6%	+$92.5K	0.15%	155
2024 Q3	$1.51M	Buy	93,752 +30,431	+48%	+$490K	0.11%	217
2024 Q2	$1.03M	Buy	63,321 +14,692	+30%	+$231K	0.09%	227
2024 Q1	$765K	Sell	48,629 -2,673	-5%	-$38.9K	0.09%	253
2023 Q4	$708K	Buy	+51,302	New	+$697K	0.08%	268
2023 Q3	–	Sell	-47,094	Closed	-$598K	–	447
2023 Q2	$598K	Buy	+47,094	New	+$597K	0.19%	116

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

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

Kingswood Wealth Advisors increased its Energy Transfer Partners (ET) stake by 2.5% in Q2 2026, buying an estimated $31.3K and bringing the position to 66,563 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #355.

Kingswood Wealth Advisors first reported a position in ET in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Kingswood Wealth Advisors held 66,563 shares of Energy Transfer Partners worth $1.27M as of Q2 2026.
Kingswood Wealth Advisors bought 1,614 Energy Transfer Partners shares in Q2 2026, an estimated $31.3K.
Energy Transfer Partners made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #355 holding.
Kingswood Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's Energy Transfer Partners position peaked at $1.94M in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.