Saxony Capital Management’s Energy Transfer Partners ET Stock Holding History

Saxony Capital 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	$498K	Buy	26,068 +4,914	+23%	+$95.2K	0.23%	93
2026 Q1	$408K	Buy	21,154 +884	+4%	+$16.2K	0.24%	93
2025 Q4	$334K	Buy	20,270 +404	+2%	+$6.72K	0.2%	105
2025 Q3	$341K	Buy	19,866 +993	+5%	+$17.4K	0.22%	97
2025 Q2	$342K	Buy	18,873 +544	+3%	+$9.49K	0.26%	79
2025 Q1	$341K	Buy	18,329 +1,064	+6%	+$20.7K	0.3%	71
2024 Q4	$338K	Buy	17,265 +301	+2%	+$5.33K	0.3%	77
2024 Q3	$272K	Sell	16,964 -543	-3%	-$8.74K	0.25%	99
2024 Q2	$284K	Buy	17,507 +1,223	+8%	+$19.2K	0.31%	81
2024 Q1	$256K	Buy	16,284 +766	+5%	+$11.2K	0.31%	76
2023 Q4	$214K	Buy	+15,518	New	+$211K	0.28%	90

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 $39B AUM 18.55% 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

Saxony Capital Management's ET Position: Q2 2026 in Review

Saxony Capital Management increased its Energy Transfer Partners (ET) stake by 23% in Q2 2026, buying an estimated $95.2K and bringing the position to 26,068 shares worth $498K. The position accounts for 0.23% of the portfolio, ranked #93.

Saxony Capital Management first reported a position in ET in Q4 2023 and has held it in 11 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Saxony Capital Management held 26,068 shares of Energy Transfer Partners worth $498K as of Q2 2026.
Saxony Capital Management bought 4,914 Energy Transfer Partners shares in Q2 2026, an estimated $95.2K.
Energy Transfer Partners made up 0.23% of Saxony Capital Management's portfolio in Q2 2026, its #93 holding.
Saxony Capital Management first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.