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

Modern 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	–	Sell	-10,735	Closed	-$204K	–	1121
2026 Q1	$204K	Sell	10,735 -3,537	-25%	-$64.8K	﹤0.01%	840
2025 Q4	$235K	Sell	14,272 -8	-0.1%	-$133	﹤0.01%	764
2025 Q3	$245K	Buy	14,280 +701	+5%	+$12.3K	﹤0.01%	708
2025 Q2	$246K	Buy	13,579 +3,429	+34%	+$59.8K	0.01%	671
2025 Q1	$189K	Buy	+10,150	New	+$198K	0.01%	651
2024 Q3	–	Sell	-21,969	Closed	-$356K	–	447
2024 Q2	$356K	Sell	21,969 -98	-0.4%	-$1.54K	0.03%	272
2024 Q1	$347K	Sell	22,067 -361	-2%	-$5.26K	0.03%	221
2023 Q4	$310K	Buy	+22,428	New	+$305K	0.04%	135

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

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

Modern Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 10,735 shares — an estimated $204K sold.

Modern Wealth Management first reported a position in ET in Q4 2023 and held it in 8 quarters. The position peaked at $356K in Q2 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Modern Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 10,735 Energy Transfer Partners shares in Q2 2026, an estimated $204K.
Modern Wealth Management first reported a position in Energy Transfer Partners in Q4 2023 and held it in 8 quarters.
Modern Wealth Management's Energy Transfer Partners position peaked at $356K in Q2 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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