Strategic Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Strategic Wealth Partners’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	$85.9K	Sell	4,493 -1,215	-21%	-$23.5K	0.01%	427
2026 Q1	$110K	Sell	5,708 -100	-2%	-$1.83K	0.01%	379
2025 Q4	$95.8K	Buy	5,808 +4,587	+376%	+$76.4K	0.01%	410
2025 Q3	$21K	Sell	1,221 -2,968	-71%	-$52K	﹤0.01%	718
2025 Q2	$75.9K	Buy	+4,189	New	+$73.1K	0.01%	430
2019 Q4	–	Sell	-21,962	Closed	-$78.2K	–	241
2019 Q3	$78.2K	Sell	21,962 -5,096	-19%	-$71K	0.4%	71
2019 Q2	$380K	Buy	27,058 +1,206	+5%	+$17.9K	0.18%	103
2019 Q1	$401K	Buy	25,852 +11,470	+80%	+$170K	0.18%	109
2018 Q4	$219K	Sell	14,382 -1,106	-7%	-$16.8K	0.11%	124
2018 Q3	$270K	Buy	15,488 +246	+2%	+$4.37K	0.14%	117
2018 Q2	$263K	Sell	15,242 -1,000	-6%	-$16.4K	0.15%	118
2018 Q1	$231K	Buy	16,242 +10,154	+167%	+$169K	0.12%	140
2017 Q4	$107K	Buy	+6,088	New	+$104K	0.06%	174

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 Wealth Partners's ET Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Energy Transfer Partners (ET) stake by 21% in Q2 2026, selling an estimated $23.5K and leaving 4,493 shares worth $85.9K. The position accounts for 0.01% of the portfolio, ranked #427.

Strategic Wealth Partners first reported a position in ET in Q4 2017 and has held it in 13 quarters since. The position peaked at $401K in Q1 2019. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Strategic Wealth Partners held 4,493 shares of Energy Transfer Partners worth $85.9K as of Q2 2026.
Strategic Wealth Partners sold 1,215 Energy Transfer Partners shares in Q2 2026, an estimated $23.5K.
Energy Transfer Partners made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #427 holding.
Strategic Wealth Partners first reported a position in Energy Transfer Partners in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Energy Transfer Partners position peaked at $401K in Q1 2019.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.