Mosaic Family Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Mosaic Family Wealth Partners’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	$661K	Buy	34,556 +14,254	+70%	+$276K	0.04%	257
2026 Q1	$392K	Buy	20,302 +22	+0.1%	+$403	0.04%	202
2025 Q4	$334K	Sell	20,280 -1	-0%	-$17	0.04%	184
2025 Q3	$349K	Sell	20,281 -638	-3%	-$11.2K	0.04%	172
2025 Q2	$379K	Buy	20,919 +12	+0.1%	+$209	0.05%	156
2025 Q1	$389K	Sell	20,907 -665	-3%	-$13K	0.06%	147
2024 Q4	$423K	Sell	21,572 -445	-2%	-$7.88K	0.06%	138
2024 Q3	$353K	Buy	22,017 +21	+0.1%	+$338	0.05%	147
2024 Q2	$357K	Buy	21,996 +21	+0.1%	+$330	0.06%	138
2024 Q1	$346K	Buy	21,975 +22	+0.1%	+$320	0.06%	144
2023 Q4	$303K	Buy	21,953 +23	+0.1%	+$313	0.05%	146
2023 Q3	$308K	Buy	21,930 +434	+2%	+$5.76K	0.06%	135
2023 Q2	$273K	Buy	21,496 +13	+0.1%	+$165	0.05%	154
2023 Q1	$268K	Buy	21,483 +13	+0.1%	+$164	0.06%	149
2022 Q4	$255K	Buy	+21,470	New	+$258K	0.07%	153

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

Mosaic Family Wealth Partners's ET Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Energy Transfer Partners (ET) stake by 70% in Q2 2026, buying an estimated $276K and bringing the position to 34,556 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #257.

Mosaic Family Wealth Partners first reported a position in ET in Q4 2022 and has held it in 15 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Mosaic Family Wealth Partners held 34,556 shares of Energy Transfer Partners worth $661K as of Q2 2026.
Mosaic Family Wealth Partners bought 14,254 Energy Transfer Partners shares in Q2 2026, an estimated $276K.
Energy Transfer Partners made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #257 holding.
Mosaic Family Wealth Partners first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.