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

Modera 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 		$366K Buy
19,120
+1,581
+9% +$30.6K ﹤0.01% 511
2026
Q1 		$339K Buy
17,539
+3,900
+29% +$71.4K ﹤0.01% 512
2025
Q4 		$225K Hold
13,639
– – ﹤0.01% 600
2025
Q3 		$234K Sell
13,639
-825
-6% -$14.5K ﹤0.01% 594
2025
Q2 		$262K Hold
14,464
– – ﹤0.01% 563
2025
Q1 		$269K Buy
14,464
+2,441
+20% +$47.6K ﹤0.01% 530
2024
Q4 		$236K Sell
12,023
-405
-3% -$7.17K ﹤0.01% 564
2024
Q3 		$199K Buy
12,428
+349
+3% +$5.62K ﹤0.01% 589
2024
Q2 		$196K Buy
12,079
+889
+8% +$14K ﹤0.01% 552
2024
Q1 		$176K Buy
11,190
+300
+3% +$4.37K ﹤0.01% 549
2023
Q4 		$150K Sell
10,890
-1,095
-9% -$14.9K ﹤0.01% 505
2023
Q3 		$168K Sell
11,985
-454
-4% -$6.02K ﹤0.01% 523
2023
Q2 		$158K Buy
+12,439
New +$158K ﹤0.01% 539
2019
Q2 		– Sell
-10,039
Closed -$154K – 150
2019
Q1 		$154K Buy
+10,039
New +$149K 0.03% 142
2015
Q3 		– Sell
-7,828
Closed -$251K – 80
2015
Q2 		$251K Hold
7,828
– – 0.1% 67
2015
Q1 		$248K Hold
7,828
– – 0.1% 69
2014
Q4 		$225K Hold
7,828
– – 0.09% 77
2014
Q3 		$241K Buy
+7,828
New +$230K 0.1% 72

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

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

Modera Wealth Management increased its Energy Transfer Partners (ET) stake by 9% in Q2 2026, buying an estimated $30.6K and bringing the position to 19,120 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Modera Wealth Management first reported a position in ET in Q3 2014 and has held it in 18 quarters since. 814 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Modera Wealth Management held 19,120 shares of Energy Transfer Partners worth $366K as of Q2 2026.
  • Modera Wealth Management bought 1,581 Energy Transfer Partners shares in Q2 2026, an estimated $30.6K.
  • Energy Transfer Partners made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Modera Wealth Management first reported a position in Energy Transfer Partners in Q3 2014 and has held it in 18 quarters since.
  • 814 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.