Sullivan Wood Capital Management’s Energy Transfer Partners ET Stock Holding History

Sullivan Wood Capital 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	$1.51M	Sell	78,976 -46,750	-37%	-$905K	2.07%	12
2026 Q1	$2.43M	Sell	125,726 -20,125	-14%	-$369K	4.25%	7
2025 Q4	$2.41M	Buy	145,851 +81,535	+127%	+$1.36M	3.63%	8
2025 Q3	$1.1M	Buy	64,316 +6,540	+11%	+$115K	1.63%	11
2025 Q2	$1.05M	Buy	+57,776	New	+$1.01M	2.18%	9

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

Sullivan Wood Capital Management's ET Position: Q2 2026 in Review

Sullivan Wood Capital Management reduced its Energy Transfer Partners (ET) stake by 37% in Q2 2026, selling an estimated $905K and leaving 78,976 shares worth $1.51M. The position accounts for 2.07% of the portfolio, ranked #12.

Sullivan Wood Capital Management first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Sullivan Wood Capital Management held 78,976 shares of Energy Transfer Partners worth $1.51M as of Q2 2026.
Sullivan Wood Capital Management sold 46,750 Energy Transfer Partners shares in Q2 2026, an estimated $905K.
Energy Transfer Partners made up 2.07% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #12 holding.
Sullivan Wood Capital Management first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
Sullivan Wood Capital Management's Energy Transfer Partners position peaked at $2.43M in Q1 2026.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.