Private Wealth Asset Management’s Energy Transfer Partners ET Stock Holding History

Private Wealth Asset Management’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	$20.4K	Sell	1,067 -1,017	-49%	-$19.7K	﹤0.01%	566
2026 Q1	$40.2K	Buy	2,084 +1,884	+942%	+$34.5K	﹤0.01%	462
2025 Q4	$3.3K	Sell	200 -218	-52%	-$3.63K	﹤0.01%	796
2025 Q3	$7.17K	Hold	418	–	–	﹤0.01%	709
2025 Q2	$7.58K	Sell	418 -2,239	-84%	-$39.1K	﹤0.01%	712
2025 Q1	$49.4K	Buy	+2,657	New	+$51.8K	0.01%	391

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

Private Wealth Asset Management's ET Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Energy Transfer Partners (ET) stake by 49% in Q2 2026, selling an estimated $19.7K and leaving 1,067 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Private Wealth Asset Management first reported a position in ET in Q1 2025 and has held it in 6 quarters since. The position peaked at $49.4K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Private Wealth Asset Management held 1,067 shares of Energy Transfer Partners worth $20.4K as of Q2 2026.
Private Wealth Asset Management sold 1,017 Energy Transfer Partners shares in Q2 2026, an estimated $19.7K.
Energy Transfer Partners made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #566 holding.
Private Wealth Asset Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Energy Transfer Partners position peaked at $49.4K in Q1 2025.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.