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 Q3	$311K	Buy	15,741 +100	+0.6%	+$2.06K	0.01%	311
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Root Financial Partners's ET Position: Q3 2026 in Review

Root Financial Partners increased its Energy Transfer Partners (ET) stake by 0.64% in Q3 2026, buying an estimated $2.06K and bringing the position to 15,741 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #311.

Root Financial Partners first reported a position in ET in Q2 2025 and has held it in 6 quarters since. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Root Financial Partners held 15,741 shares of Energy Transfer Partners worth $311K as of Q3 2026.
Root Financial Partners bought 100 Energy Transfer Partners shares in Q3 2026, an estimated $2.06K.
Energy Transfer Partners made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #311 holding.
Root Financial Partners first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 6 quarters since.
1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.