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 Q3	$283K	Buy	14,296 +33	+0.2%	+$681	0.06%	160
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

PCG Wealth Advisors's ET Position: Q3 2026 in Review

PCG Wealth Advisors increased its Energy Transfer Partners (ET) stake by 0.23% in Q3 2026, buying an estimated $681 and bringing the position to 14,296 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #160.

PCG Wealth Advisors first reported a position in ET in Q1 2022 and has held it in 17 quarters since. The position peaked at $392K in Q3 2022. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

PCG Wealth Advisors held 14,296 shares of Energy Transfer Partners worth $283K as of Q3 2026.
PCG Wealth Advisors bought 33 Energy Transfer Partners shares in Q3 2026, an estimated $681.
Energy Transfer Partners made up 0.06% of PCG Wealth Advisors's portfolio in Q3 2026, its #160 holding.
PCG Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 17 quarters since.
PCG Wealth Advisors's Energy Transfer Partners position peaked at $392K in Q3 2022.
1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on PCG Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.