Tred Avon Family Wealth’s Energy Transfer Partners ET Stock Holding History

Tred Avon Family Wealth’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	$980K	Hold	51,231	–	–	0.3%	93
2026 Q1	$989K	Sell	51,231 -455	-0.9%	-$8.33K	0.33%	83
2025 Q4	$852K	Sell	51,686 -350	-0.7%	-$5.83K	0.28%	97
2025 Q3	$893K	Buy	+52,036	New	+$912K	0.31%	89

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

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 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

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Tred Avon Family Wealth's ET Position: Q2 2026 in Review

Tred Avon Family Wealth held its Energy Transfer Partners (ET) position steady in Q2 2026 at 51,231 shares worth $980K. The position accounts for 0.3% of the portfolio, ranked #93.

Tred Avon Family Wealth first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $989K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Tred Avon Family Wealth held 51,231 shares of Energy Transfer Partners worth $980K as of Q2 2026.
Tred Avon Family Wealth left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.3% of Tred Avon Family Wealth's portfolio in Q2 2026, its #93 holding.
Tred Avon Family Wealth first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
Tred Avon Family Wealth's Energy Transfer Partners position peaked at $989K in Q1 2026.
1,304 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.