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

Uptown 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	$2.46M	Buy	128,774 +40	+0%	+$775	1.62%	16
2026 Q1	$2.48M	Sell	128,734 -1,417	-1%	-$25.9K	1.97%	14
2025 Q4	$2.15M	Buy	130,151 +1,509	+1%	+$25.1K	1.54%	17
2025 Q3	$2.21M	Buy	128,642 +88	+0.1%	+$1.54K	1.82%	17
2025 Q2	$2.33M	Buy	128,554 +37,865	+42%	+$661K	2%	16
2025 Q1	$1.69M	Hold	90,689	–	–	1.72%	15
2024 Q4	$1.78M	Buy	+90,689	New	+$1.61M	1.92%	15

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

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

Uptown Financial Advisors increased its Energy Transfer Partners (ET) stake by 0.03% in Q2 2026, buying an estimated $775 and bringing the position to 128,774 shares worth $2.46M. The position accounts for 1.62% of the portfolio, ranked #16.

Uptown Financial Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Uptown Financial Advisors held 128,774 shares of Energy Transfer Partners worth $2.46M as of Q2 2026.
Uptown Financial Advisors bought 40 Energy Transfer Partners shares in Q2 2026, an estimated $775.
Energy Transfer Partners made up 1.62% of Uptown Financial Advisors's portfolio in Q2 2026, its #16 holding.
Uptown Financial Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Energy Transfer Partners position peaked at $2.48M in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.