NEOS Investment Management’s Energy Transfer Partners ET Stock Holding History

NEOS Investment Management’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	$30.3M	Buy	1,584,634 +513,387	+48%	+$9.94M	0.11%	140
2026 Q1	$20.7M	Buy	1,071,247 +335,986	+46%	+$6.15M	0.1%	153
2025 Q4	$12.1M	Buy	735,261 +593,647	+419%	+$9.88M	0.07%	202
2025 Q3	$2.43M	Buy	141,614 +25,500	+22%	+$447K	0.02%	416
2025 Q2	$2.11M	Buy	+116,114	New	+$2.03M	0.03%	361

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

NEOS Investment Management's ET Position: Q2 2026 in Review

NEOS Investment Management increased its Energy Transfer Partners (ET) stake by 48% in Q2 2026, buying an estimated $9.94M and bringing the position to 1,584,634 shares worth $30.3M. The position accounts for 0.11% of the portfolio, ranked #140.

NEOS Investment Management first reported a position in ET in Q2 2025 and has held it in 5 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

NEOS Investment Management held 1,584,634 shares of Energy Transfer Partners worth $30.3M as of Q2 2026.
NEOS Investment Management bought 513,387 Energy Transfer Partners shares in Q2 2026, an estimated $9.94M.
Energy Transfer Partners made up 0.11% of NEOS Investment Management's portfolio in Q2 2026, its #140 holding.
NEOS Investment Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.