Lee Financial’s Energy Transfer Partners ET Stock Holding History

Lee Financial’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	$771K	Buy	40,304 +480	+1%	+$9.29K	0.1%	92
2026 Q1	$769K	Sell	39,824 -3,790	-9%	-$69.4K	0.11%	88
2025 Q4	$719K	Sell	43,614 -150,203	-77%	-$2.5M	0.1%	92
2025 Q3	$3.33M	Buy	193,817 +151,657	+360%	+$2.66M	0.42%	24
2025 Q2	$764K	Hold	42,160	–	–	0.11%	84
2025 Q1	$784K	Sell	42,160 -150,801	-78%	-$2.94M	0.12%	83
2024 Q4	$3.78M	Buy	192,961 +1,657	+0.9%	+$29.3K	0.53%	21
2024 Q3	$3.07M	Buy	191,304 +151,119	+376%	+$2.43M	0.44%	21
2024 Q2	$652K	Hold	40,185	–	–	0.11%	90
2024 Q1	$632K	Sell	40,185 -2,814	-7%	-$41K	0.11%	88
2023 Q4	$593K	Buy	42,999 +3,417	+9%	+$46.4K	0.1%	85
2023 Q3	$555K	Hold	39,582	–	–	0.1%	82
2023 Q2	$503K	Hold	39,582	–	–	0.09%	85
2023 Q1	$494K	Sell	39,582 -125,624	-76%	-$1.59M	0.08%	84
2022 Q4	$1.96M	Hold	165,206	–	–	0.33%	41
2022 Q3	$1.82M	Hold	165,206	–	–	0.34%	37
2022 Q2	$1.65M	Hold	165,206	–	–	0.3%	46
2022 Q1	$1.85M	Buy	165,206 +19,843	+14%	+$197K	0.33%	40
2021 Q4	$1.2M	Buy	145,363 +1,968	+1%	+$17.9K	0.22%	57
2021 Q3	$1.37M	Hold	143,395	–	–	0.28%	52
2021 Q2	$1.52M	Buy	143,395 +6,338	+5%	+$60.7K	0.32%	48
2021 Q1	$1.05M	Sell	137,057 -8,030	-6%	-$58.6K	0.25%	60
2020 Q4	$896K	Sell	145,087 -733	-0.5%	-$4.43K	0.23%	62
2020 Q3	$791K	Sell	145,820 -4,570	-3%	-$29K	0.22%	66
2020 Q2	$1.07M	Buy	150,390 +1,800	+1%	+$13.3K	0.3%	59
2020 Q1	$684K	Buy	148,590 +50,000	+51%	+$533K	0.23%	57
2019 Q4	$1.26M	Buy	98,590 +8,373	+9%	+$103K	0.27%	49
2019 Q3	$1.18M	Hold	90,217	–	–	0.27%	56
2019 Q2	$1.27M	Buy	90,217 +45,995	+104%	+$681K	0.29%	48
2019 Q1	$680K	Hold	44,222	–	–	0.16%	74
2018 Q4	$584K	Buy	44,222 +42,554	+2,551%	+$646K	0.16%	73
2018 Q3	$29K	Sell	1,668 -5,351	-76%	-$95K	0.01%	222
2018 Q2	$121K	Sell	7,019 -604	-8%	-$9.92K	0.03%	198
2018 Q1	$109K	Buy	7,623 +5,955	+357%	+$99K	0.03%	201
2017 Q4	$29K	Hold	1,668	–	–	0.01%	221
2017 Q3	$29K	Hold	1,668	–	–	0.01%	212
2017 Q2	$30K	Hold	1,668	–	–	0.01%	220
2017 Q1	$33K	Hold	1,668	–	–	0.01%	191
2016 Q4	$32K	Buy	+1,668	New	+$27.8K	0.02%	196

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

Lee Financial's ET Position: Q2 2026 in Review

Lee Financial increased its Energy Transfer Partners (ET) stake by 1.2% in Q2 2026, buying an estimated $9.29K and bringing the position to 40,304 shares worth $771K. The position accounts for 0.1% of the portfolio, ranked #92.

Lee Financial first reported a position in ET in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.78M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Lee Financial held 40,304 shares of Energy Transfer Partners worth $771K as of Q2 2026.
Lee Financial bought 480 Energy Transfer Partners shares in Q2 2026, an estimated $9.29K.
Energy Transfer Partners made up 0.1% of Lee Financial's portfolio in Q2 2026, its #92 holding.
Lee Financial first reported a position in Energy Transfer Partners in Q4 2016 and has held it in 39 quarters since.
Lee Financial's Energy Transfer Partners position peaked at $3.78M in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.