Pettinga Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Pettinga Financial 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	$249K	Sell	13,005 -135	-1%	-$2.61K	0.04%	135
2026 Q1	$254K	Sell	13,140 -1,250	-9%	-$22.9K	0.05%	131
2025 Q4	$237K	Buy	14,390 +100	+0.7%	+$1.67K	0.05%	130
2025 Q3	$245K	Buy	14,290 +1,120	+9%	+$19.6K	0.05%	121
2025 Q2	$239K	Hold	13,170	–	–	0.05%	117
2025 Q1	$245K	Sell	13,170 -14,612	-53%	-$285K	0.06%	114
2024 Q4	$544K	Sell	27,782 -1,250	-4%	-$22.1K	0.12%	79
2024 Q3	$466K	Buy	29,032 +500	+2%	+$8.04K	0.11%	82
2024 Q2	$463K	Sell	28,532 -1,000	-3%	-$15.7K	0.12%	78
2024 Q1	$465K	Hold	29,532	–	–	0.12%	80
2023 Q4	$408K	Buy	+29,532	New	+$401K	0.11%	85
2023 Q3	–	Sell	-11,035	Closed	-$140K	–	109
2023 Q2	$140K	Buy	+11,035	New	+$140K	0.04%	104
2023 Q1	–	Sell	-10,435	Closed	-$124K	–	106
2022 Q4	$124K	Sell	10,435 -250	-2%	-$3K	0.04%	98
2022 Q3	$118K	Buy	10,685 +550	+5%	+$6.13K	0.04%	94
2022 Q2	$101K	Buy	+10,135	New	+$114K	0.03%	99

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

Pettinga Financial Advisors's ET Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its Energy Transfer Partners (ET) stake by 1% in Q2 2026, selling an estimated $2.61K and leaving 13,005 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #135.

Pettinga Financial Advisors first reported a position in ET in Q2 2022 and has held it in 15 quarters since. The position peaked at $544K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Pettinga Financial Advisors held 13,005 shares of Energy Transfer Partners worth $249K as of Q2 2026.
Pettinga Financial Advisors sold 135 Energy Transfer Partners shares in Q2 2026, an estimated $2.61K.
Energy Transfer Partners made up 0.04% of Pettinga Financial Advisors's portfolio in Q2 2026, its #135 holding.
Pettinga Financial Advisors first reported a position in Energy Transfer Partners in Q2 2022 and has held it in 15 quarters since.
Pettinga Financial Advisors's Energy Transfer Partners position peaked at $544K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.