Modus Advisors’s Energy Transfer Partners ET Stock Holding History

Modus 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	$267K	Buy	13,987 +3,134	+29%	+$60.7K	0.07%	109
2026 Q1	$209K	Sell	10,853 -18,225	-63%	-$334K	0.06%	111
2025 Q4	$479K	Sell	29,078 -12,224	-30%	-$203K	0.13%	94
2025 Q3	$709K	Hold	41,302	–	–	0.19%	80
2025 Q2	$749K	Hold	41,302	–	–	0.22%	75
2025 Q1	$768K	Hold	41,302	–	–	0.25%	70
2024 Q4	$809K	Hold	41,302	–	–	0.25%	69
2024 Q3	$663K	Hold	41,302	–	–	0.22%	73
2024 Q2	$670K	Hold	41,302	–	–	0.24%	70
2024 Q1	$650K	Hold	41,302	–	–	0.24%	69
2023 Q4	$570K	Hold	41,302	–	–	0.23%	69
2023 Q3	$579K	Hold	41,302	–	–	0.25%	66
2023 Q2	$525K	Hold	41,302	–	–	0.23%	68
2023 Q1	$515K	Hold	41,302	–	–	0.24%	65
2022 Q4	$490K	Hold	41,302	–	–	0.24%	66
2022 Q3	$456K	Hold	41,302	–	–	0.24%	69
2022 Q2	$412K	Hold	41,302	–	–	0.21%	73
2022 Q1	$462K	Hold	41,302	–	–	0.2%	71
2021 Q4	$340K	Buy	41,302 +6,090	+17%	+$55.3K	0.14%	80
2021 Q3	$337K	Hold	35,212	–	–	0.15%	80
2021 Q2	$374K	Sell	35,212 -16,000	-31%	-$153K	0.16%	78
2021 Q1	$393K	Hold	51,212	–	–	0.18%	74
2020 Q4	$316K	Hold	51,212	–	–	0.16%	72
2020 Q3	$278K	Buy	51,212 +8,488	+20%	+$53.9K	0.16%	74
2020 Q2	$304K	Sell	42,724 -10,845	-20%	-$80.4K	0.2%	67
2020 Q1	$246K	Buy	53,569 +37,569	+235%	+$400K	0.23%	57
2019 Q4	$205K	Buy	+16,000	New	+$197K	0.16%	69

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

Modus Advisors's ET Position: Q2 2026 in Review

Modus Advisors increased its Energy Transfer Partners (ET) stake by 29% in Q2 2026, buying an estimated $60.7K and bringing the position to 13,987 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #109.

Modus Advisors first reported a position in ET in Q4 2019 and has held it in 27 quarters since. The position peaked at $809K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Modus Advisors held 13,987 shares of Energy Transfer Partners worth $267K as of Q2 2026.
Modus Advisors bought 3,134 Energy Transfer Partners shares in Q2 2026, an estimated $60.7K.
Energy Transfer Partners made up 0.07% of Modus Advisors's portfolio in Q2 2026, its #109 holding.
Modus Advisors first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 27 quarters since.
Modus Advisors's Energy Transfer Partners position peaked at $809K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.