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Teamwork Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Teamwork Financial 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 		$315K Sell
16,460
-522
-3% -$10.1K 0.03% 159
2026
Q1 		$328K Sell
16,982
-1,641
-9% -$30K 0.03% 172
2025
Q4 		$307K Sell
18,623
-1,893
-9% -$31.5K 0.03% 170
2025
Q3 		$352K Sell
20,516
-2,160
-10% -$37.9K 0.04% 163
2025
Q2 		$411K Sell
22,676
-1,130
-5% -$19.7K 0.05% 144
2025
Q1 		$443K Sell
23,806
-2,752
-10% -$53.6K 0.06% 121
2024
Q4 		$520K Sell
26,558
-38,999
-59% -$691K 0.07% 105
2024
Q3 		$1.05M Sell
65,557
-3,099
-5% -$49.9K 0.15% 76
2024
Q2 		$1.11M Sell
68,656
-26,323
-28% -$414K 0.17% 68
2024
Q1 		$1.49M Sell
94,979
-406,764
-81% -$5.92M 0.23% 62
2023
Q4 		$6.92M Buy
501,743
+447,741
+829% +$6.09M 1.19% 17
2023
Q3 		$758K Sell
54,002
-220
-0.4% -$2.92K 0.12% 103
2023
Q2 		$689K Sell
54,222
-1,272
-2% -$16.1K 0.11% 103
2023
Q1 		$692K Buy
55,494
+2,704
+5% +$34.2K 0.13% 97
2022
Q4 		$627K Sell
52,790
-2,883
-5% -$34.6K 0.13% 106
2022
Q3 		$614K Buy
55,673
+900
+2% +$10K 0.13% 99
2022
Q2 		$547K Sell
54,773
-11,512
-17% -$129K 0.12% 119
2022
Q1 		$742K Sell
66,285
-1,417
-2% -$14.1K 0.14% 131
2021
Q4 		$557K Sell
67,702
-2,194
-3% -$19.9K 0.1% 180
2021
Q3 		$670K Buy
69,896
+4,317
+7% +$41.4K 0.13% 124
2021
Q2 		$697K Sell
65,579
-8,864
-12% -$84.9K 0.14% 122
2021
Q1 		$572K Sell
74,443
-5,474
-7% -$40K 0.13% 132
2020
Q4 		$494K Sell
79,917
-13,344
-14% -$80.7K 0.12% 125
2020
Q3 		$505K Buy
93,261
+15,956
+21% +$101K 0.16% 119
2020
Q2 		$550K Sell
77,305
-75,396
-49% -$559K 0.2% 101
2020
Q1 		$702K Buy
152,701
+21,542
+16% +$230K 0.44% 47
2019
Q4 		$1.68M Buy
+131,159
New +$1.62M 1.01% 20

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Teamwork Financial Advisors's ET Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its Energy Transfer Partners (ET) stake by 3.1% in Q2 2026, selling an estimated $10.1K and leaving 16,460 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #159.

Teamwork Financial Advisors first reported a position in ET in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.92M in Q4 2023. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Teamwork Financial Advisors held 16,460 shares of Energy Transfer Partners worth $315K as of Q2 2026.
  • Teamwork Financial Advisors sold 522 Energy Transfer Partners shares in Q2 2026, an estimated $10.1K.
  • Energy Transfer Partners made up 0.03% of Teamwork Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Teamwork Financial Advisors first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 27 quarters since.
  • Teamwork Financial Advisors's Energy Transfer Partners position peaked at $6.92M in Q4 2023.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.