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United Capital Financial Advisors’s Energy Transfer Partners ET Stock Holding History

United Capital 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 		$2.39M Sell
124,944
-942
-0.7% -$18.2K 0.01% 537
2026
Q1 		$2.43M Buy
125,886
+16,882
+15% +$309K 0.01% 507
2025
Q4 		$1.8M Buy
109,004
+85,293
+360% +$1.42M 0.01% 558
2025
Q3 		$407K Sell
23,711
-3,321
-12% -$58.2K ﹤0.01% 926
2025
Q2 		$490K Buy
27,032
+8,582
+47% +$150K ﹤0.01% 787
2025
Q1 		$343K Buy
+18,450
New +$359K ﹤0.01% 850
2024
Q4 		– Sell
-10,192
Closed -$164K – 1076
2024
Q3 		$164K Sell
10,192
-123
-1% -$1.98K ﹤0.01% 1023
2024
Q2 		$167K Sell
10,315
-43,603
-81% -$685K ﹤0.01% 987
2024
Q1 		$848K Sell
53,918
-680
-1% -$9.9K 0.01% 599
2023
Q4 		$753K Sell
54,598
-75,560
-58% -$1.03M 0.01% 625
2023
Q3 		$1.83M Sell
130,158
-371
-0.3% -$4.92K 0.01% 435
2023
Q2 		$1.66M Sell
130,529
-35,456
-21% -$449K 0.01% 469
2023
Q1 		$2.07M Sell
165,985
-23,652
-12% -$299K 0.01% 448
2022
Q4 		$2.25M Buy
189,637
+2,922
+2% +$35.1K 0.01% 459
2022
Q3 		$2.06M Buy
186,715
+3,319
+2% +$37K 0.01% 470
2022
Q2 		$1.83M Sell
183,396
-37,926
-17% -$425K 0.01% 510
2022
Q1 		$2.48M Buy
221,322
+28,113
+15% +$279K 0.01% 476
2021
Q4 		$1.59M Sell
193,209
-33,487
-15% -$304K 0.01% 586
2021
Q3 		$2.17M Sell
226,696
-12,730
-5% -$122K 0.01% 507
2021
Q2 		$2.54M Sell
239,426
-1,583
-0.7% -$15.2K 0.01% 497
2021
Q1 		$1.85M Sell
241,009
-54,748
-19% -$400K 0.01% 521
2020
Q4 		$1.83M Sell
295,757
-31,207
-10% -$189K 0.01% 525
2020
Q3 		$1.77M Sell
326,964
-3,368
-1% -$21.4K 0.01% 532
2020
Q2 		$2.35M Sell
330,332
-21,071
-6% -$156K 0.02% 478
2020
Q1 		$1.62M Sell
351,403
-30,717
-8% -$327K 0.01% 539
2019
Q4 		$4.86M Sell
382,120
-19,697
-5% -$243K 0.03% 426
2019
Q3 		$5.26M Sell
401,817
-71,911
-15% -$1M 0.04% 399
2019
Q2 		$6.67M Buy
473,728
+76,494
+19% +$1.13M 0.04% 365
2019
Q1 		$6.11M Buy
397,234
+5,048
+1% +$75K 0.04% 376
2018
Q4 		$5.18M Buy
392,186
+145,683
+59% +$2.21M 0.04% 368
2018
Q3 		$4.3M Sell
246,503
-1,454
-0.6% -$25.8K 0.03% 462
2018
Q2 		$4.28M Hold
247,957
– – 0.03% 445
2018
Q1 		$3.52M Sell
247,957
-14,144
-5% -$235K 0.03% 467
2017
Q4 		$4.51M Buy
262,101
+510
+0.2% +$8.69K 0.04% 427
2017
Q3 		$4.55M Sell
261,591
-996
-0.4% -$17.4K 0.04% 408
2017
Q2 		$4.72M Sell
262,587
-6,500
-2% -$116K 0.04% 390
2017
Q1 		$5.31M Buy
269,087
+2,292
+0.9% +$43.2K 0.05% 357
2016
Q4 		$5.15M Sell
266,795
-789
-0.3% -$13.2K 0.05% 364
2016
Q3 		$4.49M Buy
267,584
+511
+0.2% +$8.63K 0.04% 401
2016
Q2 		$3.74M Sell
267,073
-16,969
-6% -$202K 0.04% 421
2016
Q1 		$2.02M Sell
284,042
-41,166
-13% -$323K 0.02% 529
2015
Q4 		$4.47M Sell
325,208
-12,899
-4% -$241K 0.05% 356
2015
Q3 		$7.04M Sell
338,107
-20,871
-6% -$589K 0.08% 253
2015
Q2 		$5.76M Buy
358,978
+3,814
+1% +$128K 0.07% 317
2015
Q1 		$11.8M Buy
355,164
+8,384
+2% +$248K 0.14% 177
2014
Q4 		$9.95M Buy
346,780
+36,004
+12% +$1.04M 0.15% 165
2014
Q3 		$9.59M Sell
310,776
-16,422
-5% -$482K 0.17% 159
2014
Q2 		$9.64M Buy
327,198
+12,704
+4% +$321K 0.18% 147
2014
Q1 		$7.35M Buy
314,494
+33,894
+12% +$732K 0.16% 154
2013
Q4 		$5.73M Sell
280,600
-22,688
-7% -$408K 0.2% 135
2013
Q3 		$4.99M Buy
303,288
+14,488
+5% +$231K 0.16% 146
2013
Q2 		$4.32M Buy
+288,800
New +$4.22M 0.11% 214

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

United Capital Financial Advisors's ET Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Energy Transfer Partners (ET) stake by 0.75% in Q2 2026, selling an estimated $18.2K and leaving 124,944 shares worth $2.39M. The position accounts for 0.01% of the portfolio, ranked #537.

United Capital Financial Advisors first reported a position in ET in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.8M in Q1 2015. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • United Capital Financial Advisors held 124,944 shares of Energy Transfer Partners worth $2.39M as of Q2 2026.
  • United Capital Financial Advisors sold 942 Energy Transfer Partners shares in Q2 2026, an estimated $18.2K.
  • Energy Transfer Partners made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #537 holding.
  • United Capital Financial Advisors first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Energy Transfer Partners position peaked at $11.8M in Q1 2015.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.