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Naples Global Advisors’s Energy Transfer Partners ET Stock Holding History

Naples Global 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 		$1.38M Buy
72,049
+900
+1% +$17.4K 0.09% 203
2026
Q1 		$1.37M Buy
71,149
+7,500
+12% +$137K 0.1% 195
2025
Q4 		$1.05M Buy
63,649
+2,299
+4% +$38.3K 0.08% 227
2025
Q3 		$1.05M Buy
61,350
+5,250
+9% +$92K 0.08% 228
2025
Q2 		$1.02M Buy
56,100
+23,300
+71% +$407K 0.09% 227
2025
Q1 		$610K Sell
32,800
-1,000
-3% -$19.5K 0.06% 269
2024
Q4 		$662K Hold
33,800
– – 0.06% 261
2024
Q3 		$542K Buy
33,800
+100
+0.3% +$1.61K 0.05% 281
2024
Q2 		$547K Hold
33,700
– – 0.05% 271
2024
Q1 		$530K Hold
33,700
– – 0.05% 280
2023
Q4 		$465K Sell
33,700
-3,100
-8% -$42.1K 0.05% 287
2023
Q3 		$516K Hold
36,800
– – 0.06% 273
2023
Q2 		$467K Sell
36,800
-700
-2% -$8.87K 0.05% 284
2023
Q1 		$468K Buy
37,500
+2,700
+8% +$34.1K 0.06% 285
2022
Q4 		$413K Buy
34,800
+450
+1% +$5.4K 0.05% 294
2022
Q3 		$379K Hold
34,350
– – 0.05% 293
2022
Q2 		$343K Hold
34,350
– – 0.04% 306
2022
Q1 		$384K Hold
34,350
– – 0.04% 311
2021
Q4 		$283K Sell
34,350
-1,530
-4% -$13.9K 0.03% 356
2021
Q3 		$344K Hold
35,880
– – 0.05% 315
2021
Q2 		$381K Buy
35,880
+1,500
+4% +$14.4K 0.05% 299
2021
Q1 		$264K Hold
34,380
– – 0.04% 328
2020
Q4 		$212K Sell
34,380
-19,250
-36% -$116K 0.04% 337
2020
Q3 		$291K Sell
53,630
-3,900
-7% -$24.8K 0.06% 286
2020
Q2 		$410K Sell
57,530
-1,000
-2% -$7.41K 0.09% 238
2020
Q1 		$269K Buy
+58,530
New +$624K 0.07% 264

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Naples Global Advisors's ET Position: Q2 2026 in Review

Naples Global Advisors increased its Energy Transfer Partners (ET) stake by 1.3% in Q2 2026, buying an estimated $17.4K and bringing the position to 72,049 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #203.

Naples Global Advisors first reported a position in ET in Q1 2020 and has held it in 26 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Naples Global Advisors held 72,049 shares of Energy Transfer Partners worth $1.38M as of Q2 2026.
  • Naples Global Advisors bought 900 Energy Transfer Partners shares in Q2 2026, an estimated $17.4K.
  • Energy Transfer Partners made up 0.09% of Naples Global Advisors's portfolio in Q2 2026, its #203 holding.
  • Naples Global Advisors first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 26 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.