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

Primoris 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	$287K	Hold	15,000	–	–	0.13%	107
2026 Q1	$290K	Sell	15,000 -5,500	-27%	-$101K	0.2%	77
2025 Q4	$338K	Sell	20,500 -2,000	-9%	-$33.3K	0.2%	85
2025 Q3	$386K	Hold	22,500	–	–	0.25%	76
2025 Q2	$408K	Hold	22,500	–	–	0.28%	68
2025 Q1	$418K	Hold	22,500	–	–	0.32%	67
2024 Q4	$441K	Hold	22,500	–	–	0.34%	60
2024 Q3	$361K	Hold	22,500	–	–	0.26%	74
2024 Q2	$365K	Hold	22,500	–	–	0.29%	71
2024 Q1	$354K	Hold	22,500	–	–	0.28%	71
2023 Q4	$311K	Buy	+22,500	New	+$306K	0.29%	69

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

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

Primoris Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 15,000 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #107.

Primoris Wealth Advisors first reported a position in ET in Q4 2023 and has held it in 11 quarters since. The position peaked at $441K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Primoris Wealth Advisors held 15,000 shares of Energy Transfer Partners worth $287K as of Q2 2026.
Primoris Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.13% of Primoris Wealth Advisors's portfolio in Q2 2026, its #107 holding.
Primoris Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
Primoris Wealth Advisors's Energy Transfer Partners position peaked at $441K in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.