Naviter Wealth’s Energy Transfer Partners ET Stock Holding History

Naviter Wealth’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	$403K	Buy	21,099 +3,953	+23%	+$76.5K	0.04%	238
2026 Q1	$331K	Buy	17,146 +6,750	+65%	+$124K	0.04%	229
2025 Q4	$171K	Buy	+10,396	New	+$173K	0.02%	270
2025 Q3	–	Sell	-21,500	Closed	-$390K	–	265
2025 Q2	$390K	Buy	21,500 +5,800	+37%	+$101K	0.05%	211
2025 Q1	$294K	Buy	+15,700	New	+$306K	0.04%	237
2023 Q3	–	Sell	-12,609	Closed	-$160K	–	222
2023 Q2	$160K	Hold	12,609	–	–	0.04%	223
2023 Q1	$157K	Buy	+12,609	New	+$159K	0.06%	184

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

Naviter Wealth's ET Position: Q2 2026 in Review

Naviter Wealth increased its Energy Transfer Partners (ET) stake by 23% in Q2 2026, buying an estimated $76.5K and bringing the position to 21,099 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #238.

Naviter Wealth first reported a position in ET in Q1 2023 and has held it in 7 quarters since. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Naviter Wealth held 21,099 shares of Energy Transfer Partners worth $403K as of Q2 2026.
Naviter Wealth bought 3,953 Energy Transfer Partners shares in Q2 2026, an estimated $76.5K.
Energy Transfer Partners made up 0.04% of Naviter Wealth's portfolio in Q2 2026, its #238 holding.
Naviter Wealth first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 7 quarters since.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.