Lodestone Wealth Management’s Energy Transfer Partners ET Stock Holding History

Lodestone Wealth Management’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	$40.3K	Buy	2,106 +34	+2%	+$658	0.01%	329
2026 Q1	$40K	Buy	2,072 +1,690	+442%	+$30.9K	0.02%	317
2025 Q4	$6.3K	Buy	+382	New	+$6.36K	﹤0.01%	558

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

Lodestone Wealth Management's ET Position: Q2 2026 in Review

Lodestone Wealth Management increased its Energy Transfer Partners (ET) stake by 1.6% in Q2 2026, buying an estimated $658 and bringing the position to 2,106 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #329.

Lodestone Wealth Management first reported a position in ET in Q4 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Lodestone Wealth Management held 2,106 shares of Energy Transfer Partners worth $40.3K as of Q2 2026.
Lodestone Wealth Management bought 34 Energy Transfer Partners shares in Q2 2026, an estimated $658.
Energy Transfer Partners made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #329 holding.
Lodestone Wealth Management first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.