Vision Retirement’s Energy Transfer Partners ET Stock Holding History

Vision Retirement’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	$118K	Buy	6,182 +11	+0.2%	+$213	0.03%	164
2026 Q1	$119K	Buy	6,171 +12	+0.2%	+$220	0.03%	150
2025 Q4	$102K	Buy	+6,159	New	+$103K	0.03%	165

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

EIP

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vision Retirement's ET Position: Q2 2026 in Review

Vision Retirement increased its Energy Transfer Partners (ET) stake by 0.18% in Q2 2026, buying an estimated $213 and bringing the position to 6,182 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #164.

Vision Retirement first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $119K in Q1 2026. 1,236 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Vision Retirement held 6,182 shares of Energy Transfer Partners worth $118K as of Q2 2026.
Vision Retirement bought 11 Energy Transfer Partners shares in Q2 2026, an estimated $213.
Energy Transfer Partners made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #164 holding.
Vision Retirement first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
Vision Retirement's Energy Transfer Partners position peaked at $119K in Q1 2026.
1,236 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.