Sequoia Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Sequoia Financial Advisors’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	$1.5M	Buy	78,368 +4,491	+6%	+$87K	0.01%	760
2026 Q1	$1.43M	Buy	73,877 +21,174	+40%	+$388K	0.01%	744
2025 Q4	$869K	Buy	52,703 +2,646	+5%	+$44K	﹤0.01%	961
2025 Q3	$859K	Sell	50,057 -4,668	-9%	-$81.8K	0.01%	857
2025 Q2	$992K	Buy	54,725 +4,873	+10%	+$85K	0.01%	691
2025 Q1	$927K	Buy	49,852 +1,558	+3%	+$30.4K	0.01%	647
2024 Q4	$946K	Buy	48,294 +1,102	+2%	+$19.5K	0.01%	592
2024 Q3	$757K	Buy	47,192 +12,787	+37%	+$206K	0.01%	623
2024 Q2	$558K	Sell	34,405 -1,126	-3%	-$17.7K	0.01%	653
2024 Q1	$559K	Buy	35,531 +2,804	+9%	+$40.8K	0.01%	652
2023 Q4	$452K	Buy	32,727 +351	+1%	+$4.77K	0.01%	767
2023 Q3	$454K	Buy	32,376 +4,296	+15%	+$57K	0.01%	546
2023 Q2	$357K	Buy	28,080 +8,751	+45%	+$111K	0.01%	635
2023 Q1	$241K	Sell	19,329 -10,976	-36%	-$139K	0.01%	705
2022 Q4	$360K	Buy	+30,305	New	+$364K	0.01%	531
2016 Q2	–	Sell	-10,255	Closed	-$73K	–	262
2016 Q1	$73K	Buy	+10,255	New	+$80.5K	0.02%	193
2015 Q3	–	Sell	-9,634	Closed	-$309K	–	181
2015 Q2	$309K	Buy	9,634 +156	+2%	+$5.23K	0.13%	133
2015 Q1	$300K	Sell	9,478 -1,076	-10%	-$31.9K	0.14%	129
2014 Q4	$303K	Sell	10,554 -13,614	-56%	-$392K	0.21%	106
2014 Q3	$745K	Buy	+24,168	New	+$710K	0.52%	47
2014 Q2	–	Sell	-35,416	Closed	-$828K	–	163
2014 Q1	$828K	Sell	35,416 -5,520	-13%	-$119K	0.69%	29
2013 Q4	$837K	Buy	+40,936	New	+$737K	0.69%	30

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

Sequoia Financial Advisors's ET Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Energy Transfer Partners (ET) stake by 6.1% in Q2 2026, buying an estimated $87K and bringing the position to 78,368 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #760.

Sequoia Financial Advisors first reported a position in ET in Q4 2013 and has held it in 22 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Sequoia Financial Advisors held 78,368 shares of Energy Transfer Partners worth $1.5M as of Q2 2026.
Sequoia Financial Advisors bought 4,491 Energy Transfer Partners shares in Q2 2026, an estimated $87K.
Energy Transfer Partners made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #760 holding.
Sequoia Financial Advisors first reported a position in Energy Transfer Partners in Q4 2013 and has held it in 22 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.