Potentia Wealth’s Energy Transfer Partners ET Stock Holding History

Potentia Wealth’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	–	Sell	-12,318	Closed	-$238K	–	69
2026 Q1	$238K	Hold	12,318	–	–	0.09%	80
2025 Q4	$203K	Hold	12,318	–	–	0.07%	92
2025 Q3	$211K	Sell	12,318 -480	-4%	-$8.41K	0.08%	93
2025 Q2	$232K	Sell	12,798 -4,384	-26%	-$76.5K	0.13%	64
2025 Q1	$319K	Buy	17,182 +1,008	+6%	+$19.6K	0.15%	74
2024 Q4	$317K	Buy	+16,174	New	+$286K	0.14%	80

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

Potentia Wealth's ET Position: Q2 2026 in Review

Potentia Wealth sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 12,318 shares — an estimated $238K sold.

Potentia Wealth first reported a position in ET in Q4 2024 and held it in 6 quarters. The position peaked at $319K in Q1 2025. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Potentia Wealth reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
Potentia Wealth sold 12,318 Energy Transfer Partners shares in Q2 2026, an estimated $238K.
Potentia Wealth first reported a position in Energy Transfer Partners in Q4 2024 and held it in 6 quarters.
Potentia Wealth's Energy Transfer Partners position peaked at $319K in Q1 2025.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.