LBMC Investment Advisors’s Energy Transfer Partners ET Stock Holding History

LBMC Investment 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	$295K	Buy	15,406 +1,561	+11%	+$30.2K	0.02%	208
2026 Q1	$267K	Buy	13,845 +69	+0.5%	+$1.26K	0.02%	209
2025 Q4	$227K	Buy	13,776 +282	+2%	+$4.69K	0.01%	213
2025 Q3	$232K	Buy	13,494 +76	+0.6%	+$1.33K	0.01%	221
2025 Q2	$243K	Buy	13,418 +72	+0.5%	+$1.26K	0.02%	191
2025 Q1	$248K	Buy	+13,346	New	+$260K	0.02%	181
2023 Q4	–	Sell	-10,568	Closed	-$143K	–	166
2023 Q3	$143K	Buy	+10,568	New	+$140K	0.02%	158

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

LBMC Investment Advisors's ET Position: Q2 2026 in Review

LBMC Investment Advisors increased its Energy Transfer Partners (ET) stake by 11% in Q2 2026, buying an estimated $30.2K and bringing the position to 15,406 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #208.

LBMC Investment Advisors first reported a position in ET in Q3 2023 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

LBMC Investment Advisors held 15,406 shares of Energy Transfer Partners worth $295K as of Q2 2026.
LBMC Investment Advisors bought 1,561 Energy Transfer Partners shares in Q2 2026, an estimated $30.2K.
Energy Transfer Partners made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #208 holding.
LBMC Investment Advisors first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 7 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.