ViaWealth’s Energy Transfer Partners ET Stock Holding History

ViaWealth’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	$259K	Buy	13,539 +19	+0.1%	+$368	0.13%	150
2026 Q1	$261K	Sell	13,520 -450	-3%	-$8.24K	0.15%	141
2025 Q4	$230K	Buy	13,970 +268	+2%	+$4.46K	0.13%	141
2025 Q3	$235K	Hold	13,702	–	–	0.13%	146
2025 Q2	$248K	Buy	13,702 +244	+2%	+$4.26K	0.15%	137
2025 Q1	$250K	Hold	13,458	–	–	0.15%	138
2024 Q4	$264K	Hold	13,458	–	–	0.16%	136
2024 Q3	$216K	Hold	13,458	–	–	0.13%	144
2024 Q2	$218K	Sell	13,458 -1,000	-7%	-$15.7K	0.14%	147
2024 Q1	$227K	Buy	14,458 +105	+0.7%	+$1.53K	0.14%	146
2023 Q4	$198K	Buy	14,353 +319	+2%	+$4.34K	0.14%	150
2023 Q3	$197K	Buy	14,034 +326	+2%	+$4.32K	0.14%	155
2023 Q2	$174K	Buy	13,708 +50	+0.4%	+$634	0.13%	151
2023 Q1	$170K	Buy	13,658 +49	+0.4%	+$619	0.13%	146
2022 Q4	$168K	Buy	+13,609	New	+$163K	0.14%	156

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

ViaWealth's ET Position: Q2 2026 in Review

ViaWealth increased its Energy Transfer Partners (ET) stake by 0.14% in Q2 2026, buying an estimated $368 and bringing the position to 13,539 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #150.

ViaWealth first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $264K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

ViaWealth held 13,539 shares of Energy Transfer Partners worth $259K as of Q2 2026.
ViaWealth bought 19 Energy Transfer Partners shares in Q2 2026, an estimated $368.
Energy Transfer Partners made up 0.13% of ViaWealth's portfolio in Q2 2026, its #150 holding.
ViaWealth first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Energy Transfer Partners position peaked at $264K in Q4 2024.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.