TWM
ET icon

TRB Wealth Management’s Energy Transfer Partners ET Stock Holding History

TRB Wealth 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 		– Sell
-50,000
Closed -$965K – 307
2026
Q1 		$965K Buy
+50,000
New +$916K 0.14% 96

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

TRB Wealth Management's ET Position: Q2 2026 in Review

TRB Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 50,000 shares — an estimated $965K sold.

TRB Wealth Management first reported a position in ET in Q1 2026 and held it in 1 quarter. The position peaked at $965K in Q1 2026. 1,289 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • TRB Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
  • TRB Wealth Management sold 50,000 Energy Transfer Partners shares in Q2 2026, an estimated $965K.
  • TRB Wealth Management first reported a position in Energy Transfer Partners in Q1 2026 and held it in 1 quarter.
  • TRB Wealth Management's Energy Transfer Partners position peaked at $965K in Q1 2026.
  • 1,289 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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