Root Financial Partners’s Energy Transfer Partners ET Stock Holding History

Root Financial Partners’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	$299K	Hold	15,641	–	–	0.01%	284
2026 Q1	$302K	Buy	15,641 +2,100	+16%	+$38.5K	0.01%	247
2025 Q4	$223K	Sell	13,541 -242	-2%	-$4.03K	0.01%	280
2025 Q3	$237K	Buy	13,783 +3,115	+29%	+$54.6K	0.01%	248
2025 Q2	$193K	Buy	+10,668	New	+$186K	0.02%	246

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

Root Financial Partners's ET Position: Q2 2026 in Review

Root Financial Partners held its Energy Transfer Partners (ET) position steady in Q2 2026 at 15,641 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #284.

Root Financial Partners first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Root Financial Partners held 15,641 shares of Energy Transfer Partners worth $299K as of Q2 2026.
Root Financial Partners left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #284 holding.
Root Financial Partners first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
Root Financial Partners's Energy Transfer Partners position peaked at $302K in Q1 2026.
1,300 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.