LRI Investments’s Energy Transfer Partners ET Stock Holding History

LRI Investments’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	$464K	Buy	24,290 +12,000	+98%	+$232K	0.04%	194
2026 Q1	$237K	Hold	12,290	–	–	0.02%	266
2025 Q4	$203K	Hold	12,290	–	–	0.02%	281
2025 Q3	$211K	Hold	12,290	–	–	0.02%	281
2025 Q2	$223K	Hold	12,290	–	–	0.02%	265
2025 Q1	$228K	Hold	12,290	–	–	0.02%	248
2024 Q4	$241K	Hold	12,290	–	–	0.02%	235
2024 Q3	$211K	Hold	12,290	–	–	0.02%	266
2024 Q2	$199K	Buy	12,290 +10,450	+568%	+$164K	0.02%	251
2024 Q1	$28.9K	Buy	+1,840	New	+$26.8K	0.01%	331

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

LRI Investments's ET Position: Q2 2026 in Review

LRI Investments increased its Energy Transfer Partners (ET) stake by 98% in Q2 2026, buying an estimated $232K and bringing the position to 24,290 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #194.

LRI Investments first reported a position in ET in Q1 2024 and has held it in 10 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

LRI Investments held 24,290 shares of Energy Transfer Partners worth $464K as of Q2 2026.
LRI Investments bought 12,000 Energy Transfer Partners shares in Q2 2026, an estimated $232K.
Energy Transfer Partners made up 0.04% of LRI Investments's portfolio in Q2 2026, its #194 holding.
LRI Investments first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 10 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.