Robertson Stephens Wealth Management’s Energy Transfer Partners ET Stock Holding History

Robertson Stephens Wealth 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	$290K	Buy	15,171 +2,281	+18%	+$44.2K	0.01%	531
2026 Q1	$249K	Buy	12,890 +2,851	+28%	+$52.2K	0.01%	547
2025 Q4	$166K	Buy	+10,039	New	+$167K	﹤0.01%	612
2021 Q2	–	Sell	-20,747	Closed	-$159K	–	337
2021 Q1	$159K	Buy	+20,747	New	+$151K	0.03%	280
2020 Q2	–	Sell	-14,930	Closed	-$69K	–	199
2020 Q1	$69K	Buy	+14,930	New	+$159K	0.02%	180

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

Robertson Stephens Wealth Management's ET Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Energy Transfer Partners (ET) stake by 18% in Q2 2026, buying an estimated $44.2K and bringing the position to 15,171 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #531.

Robertson Stephens Wealth Management first reported a position in ET in Q1 2020 and has held it in 5 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Robertson Stephens Wealth Management held 15,171 shares of Energy Transfer Partners worth $290K as of Q2 2026.
Robertson Stephens Wealth Management bought 2,281 Energy Transfer Partners shares in Q2 2026, an estimated $44.2K.
Energy Transfer Partners made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #531 holding.
Robertson Stephens Wealth Management first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 5 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.