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

Meridian 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	$1.43M	Buy	74,768 +2,909	+4%	+$56.3K	0.04%	317
2026 Q1	$1.39M	Sell	71,859 -3,666	-5%	-$67.1K	0.05%	295
2025 Q4	$1.25M	Sell	75,525 -32,269	-30%	-$537K	0.04%	307
2025 Q3	$1.85M	Sell	107,794 -8,883	-8%	-$156K	0.07%	232
2025 Q2	$2.12M	Buy	116,677 +6,381	+6%	+$111K	0.09%	196
2025 Q1	$2.05M	Buy	110,296 +780	+0.7%	+$15.2K	0.1%	180
2024 Q4	$2.15M	Buy	109,516 +1,989	+2%	+$35.2K	0.1%	180
2024 Q3	$1.73M	Sell	107,527 -1,594	-1%	-$25.6K	0.08%	199
2024 Q2	$1.77M	Buy	+109,121	New	+$1.71M	0.21%	85
2024 Q1	–	Sell	-106,912	Closed	-$1.48M	–	294
2023 Q4	$1.48M	Buy	106,912 +8,694	+9%	+$118K	0.09%	205
2023 Q3	$1.38M	Buy	98,218 +11,014	+13%	+$146K	0.08%	195
2023 Q2	$1.11M	Buy	87,204 +17,856	+26%	+$226K	0.09%	175
2023 Q1	$865K	Buy	69,348 +13,199	+24%	+$167K	0.08%	227
2022 Q4	$666K	Sell	56,149 -4,007	-7%	-$48.1K	0.07%	258
2022 Q3	$664K	Buy	60,156 +7,038	+13%	+$78.4K	0.07%	237
2022 Q2	$530K	Sell	53,118 -11,245	-17%	-$126K	0.04%	336
2022 Q1	$720K	Buy	64,363 +2,010	+3%	+$19.9K	0.08%	190
2021 Q4	$513K	Buy	62,353 +9,375	+18%	+$85.2K	0.05%	242
2021 Q3	$507K	Buy	52,978 +74	+0.1%	+$710	0.06%	223
2021 Q2	$562K	Sell	52,904 -6,355	-11%	-$60.9K	0.07%	208
2021 Q1	$455K	Sell	59,259 -10,184	-15%	-$74.4K	0.07%	225
2020 Q4	$429K	Buy	69,443 +7,409	+12%	+$44.8K	0.07%	211
2020 Q3	$336K	Buy	+62,034	New	+$394K	0.08%	178
2019 Q1	–	Sell	-13,202	Closed	-$174K	–	200
2018 Q4	$174K	Buy	13,202 +786	+6%	+$11.9K	0.1%	150
2018 Q3	$216K	Buy	+12,416	New	+$221K	0.09%	155
2018 Q2	–	Sell	-12,416	Closed	-$176K	–	186
2018 Q1	$176K	Buy	+12,416	New	+$206K	0.09%	174
2017 Q2	–	Sell	-12,695	Closed	-$250K	–	167
2017 Q1	$250K	Buy	+12,695	New	+$239K	0.15%	139

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

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

Meridian Wealth Management increased its Energy Transfer Partners (ET) stake by 4% in Q2 2026, buying an estimated $56.3K and bringing the position to 74,768 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #317.

Meridian Wealth Management first reported a position in ET in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.15M in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Meridian Wealth Management held 74,768 shares of Energy Transfer Partners worth $1.43M as of Q2 2026.
Meridian Wealth Management bought 2,909 Energy Transfer Partners shares in Q2 2026, an estimated $56.3K.
Energy Transfer Partners made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #317 holding.
Meridian Wealth Management first reported a position in Energy Transfer Partners in Q1 2017 and has held it in 27 quarters since.
Meridian Wealth Management's Energy Transfer Partners position peaked at $2.15M in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.