Prevail Innovative Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Prevail Innovative 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	$359K	Sell	18,789 -2,300	-11%	-$44.5K	0.05%	144
2026 Q1	$407K	Sell	21,089 -2,977	-12%	-$54.5K	0.07%	140
2025 Q4	$397K	Sell	24,066 -149,614	-86%	-$2.49M	0.07%	161
2025 Q3	$2.98M	Sell	173,680 -4,619	-3%	-$81K	0.58%	61
2025 Q2	$3.23M	Buy	178,299 +60,987	+52%	+$1.06M	0.73%	45
2025 Q1	$2.18M	Buy	117,312 +89,173	+317%	+$1.74M	0.58%	56
2024 Q4	$551K	Buy	28,139 +7,985	+40%	+$141K	0.16%	120
2024 Q3	$323K	Sell	20,154 -260,623	-93%	-$4.19M	0.1%	137
2024 Q2	$4.55M	Sell	280,777 -1,827	-0.6%	-$28.7K	1.61%	11
2024 Q1	$4.45M	Buy	282,604 +5,134	+2%	+$74.8K	1.65%	7
2023 Q4	$3.83M	Buy	277,470 +198,378	+251%	+$2.7M	1.83%	8
2023 Q3	$1.11M	Buy	+79,092	New	+$1.05M	0.58%	63

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

Prevail Innovative Wealth Advisors's ET Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 11% in Q2 2026, selling an estimated $44.5K and leaving 18,789 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #144.

Prevail Innovative Wealth Advisors first reported a position in ET in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.55M in Q2 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Prevail Innovative Wealth Advisors held 18,789 shares of Energy Transfer Partners worth $359K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 2,300 Energy Transfer Partners shares in Q2 2026, an estimated $44.5K.
Energy Transfer Partners made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Prevail Innovative Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's Energy Transfer Partners position peaked at $4.55M in Q2 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.