Lake Street Private Wealth’s Energy Transfer Partners ET Stock Holding History

Lake Street Private Wealth’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	$612K	Buy	32,032 +85	+0.3%	+$1.65K	0.07%	157
2026 Q1	$617K	Sell	31,947 -9,077	-22%	-$166K	0.08%	149
2025 Q4	$676K	Buy	41,024 +97	+0.2%	+$1.61K	0.08%	147
2025 Q3	$702K	Buy	40,927 +8,620	+27%	+$151K	0.09%	134
2025 Q2	$586K	Buy	32,307 +46	+0.1%	+$803	0.08%	139
2025 Q1	$600K	Sell	32,261 -3,832	-11%	-$74.7K	0.1%	135
2024 Q4	$707K	Sell	36,093 -8,683	-19%	-$154K	0.11%	119
2024 Q3	$719K	Sell	44,776 -261,166	-85%	-$4.2M	0.12%	133
2024 Q2	$4.96M	Buy	305,942 +12,679	+4%	+$199K	0.64%	34
2024 Q1	$4.61M	Buy	293,263 +8,745	+3%	+$127K	0.64%	39
2023 Q4	$3.93M	Buy	284,518 +7,435	+3%	+$101K	0.62%	43
2023 Q3	$3.88M	Buy	277,083 +6,551	+2%	+$86.9K	0.7%	37
2023 Q2	$3.44M	Buy	270,532 +5,324	+2%	+$67.5K	0.6%	45
2023 Q1	$3.31M	Buy	265,208 +18,687	+8%	+$236K	0.62%	46
2022 Q4	$2.93M	Buy	246,521 +41,921	+20%	+$503K	0.61%	46
2022 Q3	$2.26M	Buy	204,600 +15,370	+8%	+$171K	0.52%	56
2022 Q2	$1.89M	Buy	189,230 +42,136	+29%	+$472K	0.4%	69
2022 Q1	$1.65M	Buy	147,094 +16,767	+13%	+$166K	0.3%	93
2021 Q4	$1.07M	Buy	+130,327	New	+$1.18M	0.19%	122

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

Lake Street Private Wealth's ET Position: Q2 2026 in Review

Lake Street Private Wealth increased its Energy Transfer Partners (ET) stake by 0.27% in Q2 2026, buying an estimated $1.65K and bringing the position to 32,032 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #157.

Lake Street Private Wealth first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.96M in Q2 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Lake Street Private Wealth held 32,032 shares of Energy Transfer Partners worth $612K as of Q2 2026.
Lake Street Private Wealth bought 85 Energy Transfer Partners shares in Q2 2026, an estimated $1.65K.
Energy Transfer Partners made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #157 holding.
Lake Street Private Wealth first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
Lake Street Private Wealth's Energy Transfer Partners position peaked at $4.96M in Q2 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.