Smithbridge Asset Management’s Energy Transfer Partners ET Stock Holding History

Smithbridge Asset 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	$476K	Buy	24,896 +5,217	+27%	+$101K	0.06%	130
2026 Q1	$380K	Sell	19,679 -24,791	-56%	-$454K	0.06%	146
2025 Q4	$733K	Buy	44,470 +23,762	+115%	+$396K	0.06%	124
2025 Q3	$355K	Buy	20,708 +1,136	+6%	+$19.9K	0.05%	132
2025 Q2	$355K	Buy	19,572 +819	+4%	+$14.3K	0.06%	106
2025 Q1	$349K	Buy	+18,753	New	+$365K	0.06%	107
2024 Q3	$295K	Buy	18,349 +224	+1%	+$3.6K	0.05%	123
2024 Q2	$294K	Buy	18,125 +223	+1%	+$3.5K	0.06%	125
2024 Q1	$282K	Sell	17,902 -2,097	-10%	-$30.5K	0.06%	125
2023 Q4	$276K	Buy	19,999 +246	+1%	+$3.34K	0.06%	127
2023 Q3	$277K	Buy	19,753 +251	+1%	+$3.33K	0.07%	126
2023 Q2	$248K	Buy	19,502 +247	+1%	+$3.13K	0.06%	132
2023 Q1	$240K	Buy	19,255 +239	+1%	+$3.02K	0.06%	130
2022 Q4	$226K	Buy	+19,016	New	+$228K	0.06%	129
2021 Q4	–	Sell	-11,613	Closed	-$111K	–	111
2021 Q3	$111K	Hold	11,613	–	–	0.04%	108
2021 Q2	$123K	Hold	11,613	–	–	0.04%	106
2021 Q1	$89K	Hold	11,613	–	–	0.04%	84
2020 Q4	$72K	Sell	11,613 -55,970	-83%	-$339K	0.03%	86
2020 Q3	$366K	Buy	67,583 +1,741	+3%	+$11.1K	0.19%	68
2020 Q2	$469K	Buy	65,842 +12,000	+22%	+$88.9K	0.26%	63
2020 Q1	$248K	Buy	53,842 +6,542	+14%	+$69.7K	0.17%	72
2019 Q4	$607K	Buy	47,300 +6,775	+17%	+$83.5K	0.31%	62
2019 Q3	$530K	Buy	40,525 +5,640	+16%	+$78.6K	0.3%	62
2019 Q2	$491K	Buy	34,885 +5,320	+18%	+$78.8K	0.28%	62
2019 Q1	$454K	Buy	29,565 +15,043	+104%	+$224K	0.27%	62
2018 Q4	$192K	Buy	+14,522	New	+$221K	0.13%	73

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

Smithbridge Asset Management's ET Position: Q2 2026 in Review

Smithbridge Asset Management increased its Energy Transfer Partners (ET) stake by 27% in Q2 2026, buying an estimated $101K and bringing the position to 24,896 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #130.

Smithbridge Asset Management first reported a position in ET in Q4 2018 and has held it in 26 quarters since. The position peaked at $733K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Smithbridge Asset Management held 24,896 shares of Energy Transfer Partners worth $476K as of Q2 2026.
Smithbridge Asset Management bought 5,217 Energy Transfer Partners shares in Q2 2026, an estimated $101K.
Energy Transfer Partners made up 0.06% of Smithbridge Asset Management's portfolio in Q2 2026, its #130 holding.
Smithbridge Asset Management first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 26 quarters since.
Smithbridge Asset Management's Energy Transfer Partners position peaked at $733K in Q4 2025.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.