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

Mattern 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	$1.23M	Buy	64,522 +15,750	+32%	+$305K	0.2%	58
2026 Q1	$941K	Buy	48,772 +2,000	+4%	+$36.6K	0.18%	62
2025 Q4	$771K	Buy	46,772 +2,350	+5%	+$39.1K	0.15%	68
2025 Q3	$762K	Buy	44,422 +2,900	+7%	+$50.8K	0.15%	68
2025 Q2	$753K	Sell	41,522 -3,500	-8%	-$61.1K	0.16%	71
2025 Q1	$837K	Buy	45,022 +1,934	+4%	+$37.7K	0.19%	74
2024 Q4	$844K	Buy	43,088 +3,400	+9%	+$60.2K	0.19%	74
2024 Q3	$637K	Buy	39,688 +3,700	+10%	+$59.5K	0.14%	88
2024 Q2	$584K	Sell	35,988 -255	-0.7%	-$4.01K	0.14%	93
2024 Q1	$570K	Buy	36,243 +6,691	+23%	+$97.5K	0.14%	99
2023 Q4	$408K	Hold	29,552	–	–	0.1%	120
2023 Q3	$415K	Buy	29,552 +3,852	+15%	+$51.1K	0.12%	114
2023 Q2	$326K	Hold	25,700	–	–	0.1%	130
2023 Q1	$320K	Buy	25,700 +1,500	+6%	+$19K	0.11%	136
2022 Q4	$287K	Sell	24,200 -1,000	-4%	-$12K	0.12%	135
2022 Q3	$278K	Hold	25,200	–	–	0.11%	125
2022 Q2	$251K	Buy	25,200 +4,500	+22%	+$50.4K	0.1%	129
2022 Q1	$232K	Buy	+20,700	New	+$205K	0.08%	146

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

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

Mattern Wealth Management increased its Energy Transfer Partners (ET) stake by 32% in Q2 2026, buying an estimated $305K and bringing the position to 64,522 shares worth $1.23M. The position accounts for 0.2% of the portfolio, ranked #58.

Mattern Wealth Management first reported a position in ET in Q1 2022 and has held it in 18 quarters since. 1,295 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Mattern Wealth Management held 64,522 shares of Energy Transfer Partners worth $1.23M as of Q2 2026.
Mattern Wealth Management bought 15,750 Energy Transfer Partners shares in Q2 2026, an estimated $305K.
Energy Transfer Partners made up 0.2% of Mattern Wealth Management's portfolio in Q2 2026, its #58 holding.
Mattern Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 18 quarters since.
1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.