Medallion Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Medallion Wealth Advisors’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	$113K	Hold	5,922	–	–	0.04%	336
2026 Q1	$114K	Buy	5,922 +250	+4%	+$4.58K	0.04%	335
2025 Q4	$93.5K	Hold	5,672	–	–	0.03%	366
2025 Q3	$97.3K	Buy	5,672 +2,870	+102%	+$50.3K	0.03%	361
2025 Q2	$49.9K	Buy	+2,802	New	+$48.9K	0.02%	463

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

Medallion Wealth Advisors's ET Position: Q2 2026 in Review

Medallion Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 5,922 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #336.

Medallion Wealth Advisors first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $114K in Q1 2026. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Medallion Wealth Advisors held 5,922 shares of Energy Transfer Partners worth $113K as of Q2 2026.
Medallion Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #336 holding.
Medallion Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
Medallion Wealth Advisors's Energy Transfer Partners position peaked at $114K in Q1 2026.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.