Spire Wealth Management’s Energy Transfer Partners ET Stock Holding History

Spire Wealth 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	$1.6M	Buy	83,583 +4,894	+6%	+$94.8K	0.05%	311
2026 Q1	$1.52M	Buy	78,689 +16,450	+26%	+$301K	0.05%	312
2025 Q4	$1.03M	Sell	62,239 -1,539	-2%	-$25.6K	0.03%	383
2025 Q3	$1.09M	Buy	63,778 +929	+1%	+$16.3K	0.04%	361
2025 Q2	$1.14M	Sell	62,849 -42,390	-40%	-$740K	0.04%	340
2025 Q1	$1.96M	Buy	105,239 +2,281	+2%	+$44.4K	0.06%	270
2024 Q4	$2.02M	Buy	102,958 +2,320	+2%	+$41.1K	0.06%	243
2024 Q3	$1.62M	Buy	100,638 +6,536	+7%	+$105K	0.05%	278
2024 Q2	$1.53M	Sell	94,102 -16,556	-15%	-$260K	0.05%	272
2024 Q1	$1.74M	Buy	110,658 +1,810	+2%	+$26.4K	0.03%	271
2023 Q4	$1.5M	Buy	108,848 +21,894	+25%	+$298K	0.05%	276
2023 Q3	$1.22M	Buy	86,954 +7,052	+9%	+$93.5K	0.05%	290
2023 Q2	$1.01M	Sell	79,902 -2,120	-3%	-$26.9K	0.04%	350
2023 Q1	$1.02M	Buy	82,022 +19,032	+30%	+$241K	0.04%	336
2022 Q4	$748K	Buy	62,990 +32,891	+109%	+$395K	0.04%	278
2022 Q3	$332K	Sell	30,099 -44,107	-59%	-$491K	0.02%	413
2022 Q2	$741K	Buy	74,206 +7,526	+11%	+$84.3K	0.03%	391
2022 Q1	$789K	Sell	66,680 -143,411	-68%	-$1.42M	0.02%	446
2021 Q4	$1.73M	Buy	210,091 +139,362	+197%	+$1.27M	0.04%	335
2021 Q3	$678K	Sell	70,729 -9,340	-12%	-$89.7K	0.02%	510
2021 Q2	$851K	Sell	80,069 -147,530	-65%	-$1.41M	0.02%	469
2021 Q1	$1.41M	Buy	+227,599	New	+$1.66M	0.04%	358

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

Spire Wealth Management's ET Position: Q2 2026 in Review

Spire Wealth Management increased its Energy Transfer Partners (ET) stake by 6.2% in Q2 2026, buying an estimated $94.8K and bringing the position to 83,583 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #311.

Spire Wealth Management first reported a position in ET in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.02M in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Spire Wealth Management held 83,583 shares of Energy Transfer Partners worth $1.6M as of Q2 2026.
Spire Wealth Management bought 4,894 Energy Transfer Partners shares in Q2 2026, an estimated $94.8K.
Energy Transfer Partners made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #311 holding.
Spire Wealth Management first reported a position in Energy Transfer Partners in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Energy Transfer Partners position peaked at $2.02M in Q4 2024.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.