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

Mindset 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	$402K	Buy	21,040 +4,500	+27%	+$87.1K	0.08%	111
2026 Q1	$319K	Hold	16,540	–	–	0.09%	119
2025 Q4	$273K	Buy	16,540 +2,200	+15%	+$36.6K	0.07%	146
2025 Q3	$246K	Buy	+14,340	New	+$251K	0.07%	143
2024 Q4	–	Sell	-10,634	Closed	-$171K	–	140
2024 Q3	$171K	Buy	+10,634	New	+$171K	0.07%	121

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

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

Mindset Wealth Management increased its Energy Transfer Partners (ET) stake by 27% in Q2 2026, buying an estimated $87.1K and bringing the position to 21,040 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #111.

Mindset Wealth Management first reported a position in ET in Q3 2024 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Mindset Wealth Management held 21,040 shares of Energy Transfer Partners worth $402K as of Q2 2026.
Mindset Wealth Management bought 4,500 Energy Transfer Partners shares in Q2 2026, an estimated $87.1K.
Energy Transfer Partners made up 0.08% of Mindset Wealth Management's portfolio in Q2 2026, its #111 holding.
Mindset Wealth Management first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 5 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.