Sovereign Financial Group’s Energy Transfer Partners ET Stock Holding History

Sovereign Financial Group’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	$308K	Buy	16,130 +1,000	+7%	+$19.4K	0.05%	293
2026 Q1	$292K	Sell	15,130 -635	-4%	-$11.6K	0.05%	285
2025 Q4	$260K	Buy	15,765 +1,727	+12%	+$28.7K	0.04%	288
2025 Q3	$241K	Buy	14,038 +1,259	+10%	+$22.1K	0.05%	290
2025 Q2	$232K	Buy	12,779 +2,214	+21%	+$38.6K	0.05%	278
2025 Q1	$196K	Buy	+10,565	New	+$206K	0.05%	275
2024 Q3	–	Sell	-10,997	Closed	-$178K	–	287
2024 Q2	$178K	Sell	10,997 -900	-8%	-$14.1K	0.04%	272
2024 Q1	$187K	Buy	+11,897	New	+$173K	0.05%	277

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

Sovereign Financial Group's ET Position: Q2 2026 in Review

Sovereign Financial Group increased its Energy Transfer Partners (ET) stake by 6.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 16,130 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #293.

Sovereign Financial Group first reported a position in ET in Q1 2024 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Sovereign Financial Group held 16,130 shares of Energy Transfer Partners worth $308K as of Q2 2026.
Sovereign Financial Group bought 1,000 Energy Transfer Partners shares in Q2 2026, an estimated $19.4K.
Energy Transfer Partners made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #293 holding.
Sovereign Financial Group first reported a position in Energy Transfer Partners in Q1 2024 and has held it in 8 quarters since.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.