Strategic Financial Concepts’s Energy Transfer Partners ET Stock Holding History

Strategic Financial Concepts’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	$691K	Buy	36,119 +2,337	+7%	+$45.3K	0.21%	106
2026 Q1	$652K	Buy	+33,782	New	+$619K	0.16%	130
2025 Q4	–	Sell	-47,130	Closed	-$809K	–	164
2025 Q3	$809K	Buy	47,130 +4,373	+10%	+$76.7K	0.12%	96
2025 Q2	$775K	Buy	42,757 +5,016	+13%	+$87.5K	0.11%	108
2025 Q1	$702K	Sell	37,741 -561	-1%	-$10.9K	0.13%	157
2024 Q4	$750K	Sell	38,302 -6,563	-15%	-$116K	0.14%	148
2024 Q3	$720K	Buy	44,865 +42,119	+1,534%	+$678K	0.23%	87
2024 Q2	$44.5K	Sell	2,746 -39,478	-93%	-$620K	0.03%	252
2024 Q1	$664K	Buy	+42,224	New	+$615K	0.16%	141
2023 Q4	–	Sell	-18,044	Closed	-$253K	–	176
2023 Q3	$253K	Sell	18,044 -205	-1%	-$2.72K	0.09%	208
2023 Q2	$232K	Buy	18,249 +1,394	+8%	+$17.7K	0.09%	207
2023 Q1	$210K	Buy	+16,855	New	+$213K	0.08%	209

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

Strategic Financial Concepts's ET Position: Q2 2026 in Review

Strategic Financial Concepts increased its Energy Transfer Partners (ET) stake by 6.9% in Q2 2026, buying an estimated $45.3K and bringing the position to 36,119 shares worth $691K. The position accounts for 0.21% of the portfolio, ranked #106.

Strategic Financial Concepts first reported a position in ET in Q1 2023 and has held it in 12 quarters since. The position peaked at $809K in Q3 2025. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Strategic Financial Concepts held 36,119 shares of Energy Transfer Partners worth $691K as of Q2 2026.
Strategic Financial Concepts bought 2,337 Energy Transfer Partners shares in Q2 2026, an estimated $45.3K.
Energy Transfer Partners made up 0.21% of Strategic Financial Concepts's portfolio in Q2 2026, its #106 holding.
Strategic Financial Concepts first reported a position in Energy Transfer Partners in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Energy Transfer Partners position peaked at $809K in Q3 2025.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.