Rockwood Wealth Management’s Energy Transfer Partners ET Stock Holding History

Rockwood 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	$2.53M	Buy	132,450 +1,258	+1%	+$24.4K	0.16%	27
2026 Q1	$2.53M	Buy	131,192 +27	+0%	+$494	0.18%	25
2025 Q4	$2.16M	Sell	131,165 -408	-0.3%	-$6.79K	0.16%	28
2025 Q3	$2.26M	Buy	131,573 +501	+0.4%	+$8.78K	0.18%	25
2025 Q2	$2.38M	Sell	131,072 -600	-0.5%	-$10.5K	0.21%	24
2025 Q1	$2.45M	Sell	131,672 -20	-0%	-$390	0.25%	22
2024 Q4	$2.58M	Buy	131,692 +3,419	+3%	+$60.5K	0.28%	23
2024 Q3	$2.06M	Buy	128,273 +151	+0.1%	+$2.43K	0.23%	24
2024 Q2	$2.08M	Buy	128,122 +700	+0.5%	+$11K	0.25%	25
2024 Q1	$2M	Buy	127,422 +1	+0%	+$15	0.26%	22
2023 Q4	$1.76M	Buy	127,421 +23,718	+23%	+$322K	0.26%	22
2023 Q3	$1.45M	Buy	103,703 +36	+0%	+$478	0.24%	23
2023 Q2	$1.32M	Sell	103,667 -1	-0%	-$13	0.23%	26
2023 Q1	$1.29M	Sell	103,668 -300	-0.3%	-$3.79K	0.26%	24
2022 Q4	$1.23M	Hold	103,968	–	–	0.29%	24
2022 Q3	$1.15M	Buy	103,968 +96	+0.1%	+$1.07K	0.37%	20
2022 Q2	$1.04M	Hold	103,872	–	–	0.49%	16
2022 Q1	$1.16M	Hold	103,872	–	–	0.56%	14
2021 Q4	$855K	Buy	+103,872	New	+$944K	0.38%	28

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

Rockwood Wealth Management's ET Position: Q2 2026 in Review

Rockwood Wealth Management increased its Energy Transfer Partners (ET) stake by 0.96% in Q2 2026, buying an estimated $24.4K and bringing the position to 132,450 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #27.

Rockwood Wealth Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.58M in Q4 2024. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Rockwood Wealth Management held 132,450 shares of Energy Transfer Partners worth $2.53M as of Q2 2026.
Rockwood Wealth Management bought 1,258 Energy Transfer Partners shares in Q2 2026, an estimated $24.4K.
Energy Transfer Partners made up 0.16% of Rockwood Wealth Management's portfolio in Q2 2026, its #27 holding.
Rockwood Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
Rockwood Wealth Management's Energy Transfer Partners position peaked at $2.58M in Q4 2024.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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