PCG Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

PCG Wealth 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	$273K	Sell	14,263 -5,805	-29%	-$112K	0.06%	157
2026 Q1	$387K	Buy	20,068 +6,335	+46%	+$116K	0.1%	127
2025 Q4	$226K	Buy	13,733 +53	+0.4%	+$882	0.06%	142
2025 Q3	$235K	Buy	13,680 +13	+0.1%	+$228	0.07%	137
2025 Q2	$248K	Sell	13,667 -759	-5%	-$13.2K	0.13%	79
2025 Q1	$268K	Buy	14,426 +1,304	+10%	+$25.4K	0.09%	112
2024 Q4	$257K	Buy	13,122 +36	+0.3%	+$638	0.09%	112
2024 Q3	$210K	Buy	13,086 +237	+2%	+$3.81K	0.08%	117
2024 Q2	$208K	Buy	12,849 +1,220	+10%	+$19.2K	0.09%	113
2024 Q1	$183K	Buy	11,629 +1,400	+14%	+$20.4K	0.09%	107
2023 Q4	$141K	Buy	+10,229	New	+$139K	0.08%	100
2023 Q2	–	Sell	-10,986	Closed	-$137K	–	113
2023 Q1	$137K	Hold	10,986	–	–	0.09%	104
2022 Q4	$130K	Sell	10,986 -24,540	-69%	-$294K	0.08%	105
2022 Q3	$392K	Buy	35,526 +17,763	+100%	+$198K	0.14%	85
2022 Q2	$177K	Buy	17,763 +6,777	+62%	+$75.9K	0.13%	82
2022 Q1	$123K	Buy	+10,986	New	+$109K	0.08%	82

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

PCG Wealth Advisors's ET Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 29% in Q2 2026, selling an estimated $112K and leaving 14,263 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #157.

PCG Wealth Advisors first reported a position in ET in Q1 2022 and has held it in 16 quarters since. The position peaked at $392K in Q3 2022. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

PCG Wealth Advisors held 14,263 shares of Energy Transfer Partners worth $273K as of Q2 2026.
PCG Wealth Advisors sold 5,805 Energy Transfer Partners shares in Q2 2026, an estimated $112K.
Energy Transfer Partners made up 0.06% of PCG Wealth Advisors's portfolio in Q2 2026, its #157 holding.
PCG Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 16 quarters since.
PCG Wealth Advisors's Energy Transfer Partners position peaked at $392K in Q3 2022.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.