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Nvest Wealth Strategies’s Energy Transfer Partners ET Stock Holding History

Nvest Wealth Strategies’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 		$17.2K Hold
900
– – 0.01% 94
2026
Q1 		$17.4K Hold
900
– – 0.01% 95
2025
Q4 		$14.8K Buy
+900
New +$15K 0.01% 104

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Nvest Wealth Strategies's ET Position: Q2 2026 in Review

Nvest Wealth Strategies held its Energy Transfer Partners (ET) position steady in Q2 2026 at 900 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #94.

Nvest Wealth Strategies first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.4K in Q1 2026. 814 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Nvest Wealth Strategies held 900 shares of Energy Transfer Partners worth $17.2K as of Q2 2026.
  • Nvest Wealth Strategies left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #94 holding.
  • Nvest Wealth Strategies first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Energy Transfer Partners position peaked at $17.4K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.