Simon Quick Advisors’s Energy Transfer Partners ET Stock Holding History

Simon Quick 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	$6.11M	Buy	319,416 +265,736	+495%	+$5.15M	0.25%	69
2026 Q1	$1.04M	Hold	53,680	–	–	0.05%	183
2025 Q4	$885K	Buy	53,680 +41,644	+346%	+$693K	0.04%	199
2025 Q3	$207K	Buy	12,036 +130	+1%	+$2.28K	0.01%	383
2025 Q2	$216K	Sell	11,906 -1,853	-13%	-$32.3K	0.01%	341
2025 Q1	$256K	Buy	13,759 +3,579	+35%	+$69.7K	0.01%	485
2024 Q4	$199K	Hold	10,180	–	–	0.01%	454
2024 Q3	$163K	Buy	+10,180	New	+$164K	0.01%	418
2023 Q1	–	Sell	-16,089	Closed	-$191K	–	285
2022 Q4	$191K	Buy	16,089 +2,310	+17%	+$27.7K	0.02%	225
2022 Q3	$152K	Buy	13,779 +1,099	+9%	+$12.2K	0.02%	187
2022 Q2	$137K	Buy	+12,680	New	+$142K	0.02%	166
2019 Q2	–	Sell	-2,000	Closed	-$31K	–	506
2019 Q1	$31K	Buy	+2,000	New	+$29.7K	0.01%	255
2017 Q4	–	Sell	-1,350	Closed	-$23K	–	482
2017 Q3	$23K	Sell	1,350 -15,650	-92%	-$274K	0.01%	346
2017 Q2	$305K	Buy	+17,000	New	+$302K	0.17%	52

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

Simon Quick Advisors's ET Position: Q2 2026 in Review

Simon Quick Advisors increased its Energy Transfer Partners (ET) stake by 495% in Q2 2026, buying an estimated $5.15M and bringing the position to 319,416 shares worth $6.11M. The position accounts for 0.25% of the portfolio, ranked #69.

Simon Quick Advisors first reported a position in ET in Q2 2017 and has held it in 14 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Simon Quick Advisors held 319,416 shares of Energy Transfer Partners worth $6.11M as of Q2 2026.
Simon Quick Advisors bought 265,736 Energy Transfer Partners shares in Q2 2026, an estimated $5.15M.
Energy Transfer Partners made up 0.25% of Simon Quick Advisors's portfolio in Q2 2026, its #69 holding.
Simon Quick Advisors first reported a position in Energy Transfer Partners in Q2 2017 and has held it in 14 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.