Mount Yale Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Mount Yale Investment 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	$2.11M	Sell	110,394 -2,442	-2%	-$47.3K	0.04%	398
2026 Q1	$2.18M	Buy	112,836 +21,004	+23%	+$385K	0.05%	347
2025 Q4	$1.51M	Sell	91,832 -426	-0.5%	-$7.09K	0.07%	238
2025 Q3	$1.58M	Buy	92,258 +92,158	+92,158%	+$1.62M	0.11%	202
2025 Q2	$1.81K	Buy	+100	New	+$1.75K	﹤0.01%	1345
2019 Q4	–	Sell	-11,088	Closed	-$129K	–	327
2019 Q3	$129K	Hold	11,088	–	–	0.02%	300
2019 Q2	$148K	Buy	11,088 +680	+7%	+$10.1K	0.03%	295
2019 Q1	$160K	Buy	+10,408	New	+$155K	0.03%	292
2018 Q4	–	Sell	-10,063	Closed	-$161K	–	462
2018 Q3	$161K	Buy	10,063 +4,473	+80%	+$79.4K	0.03%	323
2018 Q2	$96K	Hold	5,590	–	–	0.02%	470
2018 Q1	$79K	Buy	+5,590	New	+$92.9K	0.02%	520

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

Mount Yale Investment Advisors's ET Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Energy Transfer Partners (ET) stake by 2.2% in Q2 2026, selling an estimated $47.3K and leaving 110,394 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #398.

Mount Yale Investment Advisors first reported a position in ET in Q1 2018 and has held it in 11 quarters since. The position peaked at $2.18M in Q1 2026. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Mount Yale Investment Advisors held 110,394 shares of Energy Transfer Partners worth $2.11M as of Q2 2026.
Mount Yale Investment Advisors sold 2,442 Energy Transfer Partners shares in Q2 2026, an estimated $47.3K.
Energy Transfer Partners made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #398 holding.
Mount Yale Investment Advisors first reported a position in Energy Transfer Partners in Q1 2018 and has held it in 11 quarters since.
Mount Yale Investment Advisors's Energy Transfer Partners position peaked at $2.18M in Q1 2026.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.