Turtle Creek Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Turtle Creek 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	$14.2M	Buy	744,449 +13,196	+2%	+$256K	0.75%	35
2026 Q1	$14.1M	Buy	731,253 +11,313	+2%	+$207K	1.07%	28
2025 Q4	$11.9M	Buy	719,940 +16,535	+2%	+$275K	0.93%	28
2025 Q3	$12.1M	Sell	703,405 -182	-0%	-$3.19K	1.08%	25
2025 Q2	$12.8M	Buy	703,587 +61,218	+10%	+$1.07M	1.51%	13
2025 Q1	$11.9M	Buy	642,369 +492,531	+329%	+$9.6M	1.78%	10
2024 Q4	$2.94M	Sell	149,838 -994	-0.7%	-$17.6K	0.68%	39
2024 Q3	$2.42M	Sell	150,832 -5,750	-4%	-$92.5K	0.49%	57
2024 Q2	$2.54M	Buy	156,582 +12,925	+9%	+$203K	0.59%	52
2024 Q1	$2.26M	Sell	143,657 -1,475	-1%	-$21.5K	0.55%	56
2023 Q4	$2M	Buy	+145,132	New	+$1.97M	0.59%	52

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

Turtle Creek Wealth Advisors's ET Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Energy Transfer Partners (ET) stake by 1.8% in Q2 2026, buying an estimated $256K and bringing the position to 744,449 shares worth $14.2M. The position accounts for 0.75% of the portfolio, ranked #35.

Turtle Creek Wealth Advisors first reported a position in ET in Q4 2023 and has held it in 11 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Turtle Creek Wealth Advisors held 744,449 shares of Energy Transfer Partners worth $14.2M as of Q2 2026.
Turtle Creek Wealth Advisors bought 13,196 Energy Transfer Partners shares in Q2 2026, an estimated $256K.
Energy Transfer Partners made up 0.75% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Turtle Creek Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.