Talisman Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Talisman Wealth Advisors’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	$247K	Buy	12,913 +708	+6%	+$13.7K	0.18%	94
2026 Q1	$236K	Sell	12,205 -708	-5%	-$13K	0.19%	89
2025 Q4	$214K	Buy	12,913 +119	+0.9%	+$1.98K	0.17%	106
2025 Q3	$220K	Hold	12,794	–	–	0.18%	111
2025 Q2	$232K	Buy	12,794 +708	+6%	+$12.4K	0.21%	99
2025 Q1	$225K	Hold	12,086	–	–	0.23%	95
2024 Q4	$237K	Buy	+12,086	New	+$214K	0.25%	93

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

Talisman Wealth Advisors's ET Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Energy Transfer Partners (ET) stake by 5.8% in Q2 2026, buying an estimated $13.7K and bringing the position to 12,913 shares worth $247K. The position accounts for 0.18% of the portfolio, ranked #94.

Talisman Wealth Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Talisman Wealth Advisors held 12,913 shares of Energy Transfer Partners worth $247K as of Q2 2026.
Talisman Wealth Advisors bought 708 Energy Transfer Partners shares in Q2 2026, an estimated $13.7K.
Energy Transfer Partners made up 0.18% of Talisman Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Talisman Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.