Regent Peak Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Regent Peak 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	$297K	Hold	15,540	–	–	0.06%	153
2026 Q1	$300K	Hold	15,540	–	–	0.06%	142
2025 Q4	$256K	Hold	15,540	–	–	0.05%	155
2025 Q3	$267K	Buy	+15,540	New	+$272K	0.05%	144
2025 Q1	$289K	Hold	15,540	–	–	0.07%	121
2024 Q4	$304K	Hold	15,540	–	–	0.07%	122
2024 Q3	$249K	Hold	15,540	–	–	0.06%	141
2024 Q2	$252K	Hold	15,540	–	–	0.06%	136
2024 Q1	$244K	Hold	15,540	–	–	0.06%	135
2023 Q4	$214K	Hold	15,540	–	–	0.06%	148
2023 Q3	$218K	Hold	15,540	–	–	0.07%	134
2023 Q2	$197K	Hold	15,540	–	–	0.06%	148
2023 Q1	$194K	Buy	+15,540	New	+$196K	0.06%	156

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

Regent Peak Wealth Advisors's ET Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 15,540 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #153.

Regent Peak Wealth Advisors first reported a position in ET in Q1 2023 and has held it in 13 quarters since. The position peaked at $304K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Regent Peak Wealth Advisors held 15,540 shares of Energy Transfer Partners worth $297K as of Q2 2026.
Regent Peak Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Regent Peak Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 13 quarters since.
Regent Peak Wealth Advisors's Energy Transfer Partners position peaked at $304K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.