Smallwood Wealth Investment Management’s Energy Transfer Partners ET Stock Holding History

Smallwood Wealth Investment 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	$16.5K	Buy	863 +10	+1%	+$194	0.01%	286
2026 Q1	$16.5K	Buy	853 +10	+1%	+$183	0.01%	279
2025 Q4	$13.9K	Buy	843 +11	+1%	+$183	0.01%	282
2025 Q3	$14.3K	Buy	832 +11	+1%	+$193	0.01%	286
2025 Q2	$14.9K	Buy	821 +10	+1%	+$174	0.01%	280
2025 Q1	$15.1K	Buy	+811	New	+$15.8K	0.01%	281

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

Smallwood Wealth Investment Management's ET Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Energy Transfer Partners (ET) stake by 1.2% in Q2 2026, buying an estimated $194 and bringing the position to 863 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #286.

Smallwood Wealth Investment Management first reported a position in ET in Q1 2025 and has held it in 6 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Smallwood Wealth Investment Management held 863 shares of Energy Transfer Partners worth $16.5K as of Q2 2026.
Smallwood Wealth Investment Management bought 10 Energy Transfer Partners shares in Q2 2026, an estimated $194.
Energy Transfer Partners made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #286 holding.
Smallwood Wealth Investment Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 6 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.