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Safeguard Investment Advisory Group’s Energy Transfer Partners ET Stock Holding History

Safeguard Investment Advisory Group’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 		$274K Buy
14,352
+163
+1% +$3.16K 0.06% 132
2026
Q1 		$274K Buy
14,189
+190
+1% +$3.48K 0.08% 104
2025
Q4 		$231K Buy
13,999
+808
+6% +$13.4K 0.06% 120
2025
Q3 		$226K Sell
13,191
-156
-1% -$2.73K 0.06% 125
2025
Q2 		$242K Buy
13,347
+1,021
+8% +$17.8K 0.06% 122
2025
Q1 		$229K Buy
12,326
+187
+2% +$3.64K 0.06% 121
2024
Q4 		$238K Buy
12,139
+147
+1% +$2.6K 0.07% 94
2024
Q3 		$192K Buy
11,992
+155
+1% +$2.49K 0.05% 115
2024
Q2 		$192K Buy
11,837
+289
+3% +$4.54K 0.06% 102
2024
Q1 		$182K Buy
11,548
+163
+1% +$2.37K 0.06% 100
2023
Q4 		$157K Buy
11,385
+171
+2% +$2.32K 0.06% 100
2023
Q3 		$157K Buy
11,214
+177
+2% +$2.35K 0.07% 92
2023
Q2 		$140K Buy
11,037
+703
+7% +$8.91K 0.06% 100
2023
Q1 		$129K Buy
10,334
+163
+2% +$2.06K 0.06% 97
2022
Q4 		$121K Buy
10,171
+150
+1% +$1.8K 0.07% 94
2022
Q3 		$110K Buy
+10,021
New +$112K 0.08% 93
2021
Q1 		– Sell
-3,200
Closed -$19K – 263
2020
Q4 		$19K Buy
+3,200
New +$19.4K 0.02% 314

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Safeguard Investment Advisory Group's ET Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its Energy Transfer Partners (ET) stake by 1.1% in Q2 2026, buying an estimated $3.16K and bringing the position to 14,352 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #132.

Safeguard Investment Advisory Group first reported a position in ET in Q4 2020 and has held it in 17 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Safeguard Investment Advisory Group held 14,352 shares of Energy Transfer Partners worth $274K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 163 Energy Transfer Partners shares in Q2 2026, an estimated $3.16K.
  • Energy Transfer Partners made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Safeguard Investment Advisory Group first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 17 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.