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Sunrise Financial Services’s Energy Transfer Partners ET Stock Holding History

Sunrise Financial Services’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 		– Sell
-128
Closed -$2.47K – 610
2026
Q1 		$2.47K Hold
128
– – ﹤0.01% 365
2025
Q4 		$2.11K Buy
+128
New +$2.13K ﹤0.01% 351

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

Sunrise Financial Services's ET Position: Q2 2026 in Review

Sunrise Financial Services sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 128 shares — an estimated $2.47K sold.

Sunrise Financial Services first reported a position in ET in Q4 2025 and held it in 2 quarters. The position peaked at $2.47K in Q1 2026. 1,295 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Sunrise Financial Services reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
  • Sunrise Financial Services sold 128 Energy Transfer Partners shares in Q2 2026, an estimated $2.47K.
  • Sunrise Financial Services first reported a position in Energy Transfer Partners in Q4 2025 and held it in 2 quarters.
  • Sunrise Financial Services's Energy Transfer Partners position peaked at $2.47K in Q1 2026.
  • 1,295 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.