Legacy Financial Strategies’s Energy Transfer Partners ET Stock Holding History

Legacy Financial Strategies’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	$390K	Hold	20,391	–	–	0.06%	99
2026 Q1	$394K	Sell	20,391 -3	-0%	-$55	0.07%	91
2025 Q4	$336K	Buy	20,394 +3	+0%	+$50	0.06%	98
2025 Q3	$350K	Sell	20,391 -1,164	-5%	-$20.4K	0.06%	95
2025 Q2	$391K	Buy	21,555 +1,164	+6%	+$20.3K	0.08%	86
2025 Q1	$379K	Hold	20,391	–	–	0.08%	79
2024 Q4	$402K	Buy	20,391 +2,000	+11%	+$35.4K	0.09%	79
2024 Q3	$295K	Hold	18,391	–	–	0.07%	91
2024 Q2	$300K	Sell	18,391 -4,000	-18%	-$62.9K	0.07%	75
2024 Q1	$352K	Sell	22,391 -1	-0%	-$15	0.09%	67
2023 Q4	$309K	Sell	22,392 -999	-4%	-$13.6K	0.09%	67
2023 Q3	$306K	Buy	+23,391	New	+$310K	0.1%	61

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

Legacy Financial Strategies's ET Position: Q2 2026 in Review

Legacy Financial Strategies held its Energy Transfer Partners (ET) position steady in Q2 2026 at 20,391 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #99.

Legacy Financial Strategies first reported a position in ET in Q3 2023 and has held it in 12 quarters since. The position peaked at $402K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Legacy Financial Strategies held 20,391 shares of Energy Transfer Partners worth $390K as of Q2 2026.
Legacy Financial Strategies left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.06% of Legacy Financial Strategies's portfolio in Q2 2026, its #99 holding.
Legacy Financial Strategies first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 12 quarters since.
Legacy Financial Strategies's Energy Transfer Partners position peaked at $402K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.