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Visionary Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Visionary 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 		$3.28M Buy
171,704
+4,354
+3% +$84.3K 0.13% 158
2026
Q1 		$3.23M Sell
167,350
-820
-0.5% -$15K 0.14% 155
2025
Q4 		$2.77M Sell
168,170
-4,127
-2% -$68.7K 0.12% 160
2025
Q3 		$2.96M Sell
172,297
-2,977
-2% -$52.2K 0.14% 156
2025
Q2 		$3.18M Buy
175,274
+139,717
+393% +$2.44M 0.16% 146
2025
Q1 		$661K Buy
35,557
+1,188
+3% +$23.1K 0.04% 308
2024
Q4 		$673K Buy
34,369
+197
+0.6% +$3.49K 0.04% 307
2024
Q3 		$548K Sell
34,172
-397
-1% -$6.39K 0.03% 335
2024
Q2 		$561K Sell
34,569
-3,342
-9% -$52.5K 0.04% 310
2024
Q1 		$596K Buy
37,911
+221
+0.6% +$3.22K 0.04% 296
2023
Q4 		$520K Buy
37,690
+515
+1% +$7K 0.04% 308
2023
Q3 		$522K Buy
37,175
+993
+3% +$13.2K 0.04% 293
2023
Q2 		$460K Buy
36,182
+188
+0.5% +$2.38K 0.04% 305
2023
Q1 		$449K Buy
35,994
+364
+1% +$4.6K 0.04% 294
2022
Q4 		$423K Buy
35,630
+5,924
+20% +$71.1K 0.04% 261
2022
Q3 		$328K Buy
29,706
+4,231
+17% +$47.1K 0.03% 280
2022
Q2 		$254K Buy
25,475
+6,715
+36% +$75.2K 0.02% 352
2022
Q1 		$210K Buy
18,760
+5,630
+43% +$55.8K 0.02% 397
2021
Q4 		$108K Buy
13,130
+32
+0.2% +$291 0.01% 370
2021
Q3 		$125K Buy
13,098
+1,950
+17% +$18.7K 0.01% 300
2021
Q2 		$119K Buy
+11,148
New +$107K 0.01% 325
2020
Q4 		– Sell
-12,996
Closed -$70K – 293
2020
Q3 		$70K Buy
12,996
+2,492
+24% +$15.8K 0.01% 250
2020
Q2 		$75K Sell
10,504
-1,953
-16% -$14.5K 0.01% 229
2020
Q1 		$57K Buy
+12,457
New +$133K 0.01% 197

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

Visionary Wealth Advisors's ET Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Energy Transfer Partners (ET) stake by 2.6% in Q2 2026, buying an estimated $84.3K and bringing the position to 171,704 shares worth $3.28M. The position accounts for 0.13% of the portfolio, ranked #158.

Visionary Wealth Advisors first reported a position in ET in Q1 2020 and has held it in 24 quarters since. 1,298 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Visionary Wealth Advisors held 171,704 shares of Energy Transfer Partners worth $3.28M as of Q2 2026.
  • Visionary Wealth Advisors bought 4,354 Energy Transfer Partners shares in Q2 2026, an estimated $84.3K.
  • Energy Transfer Partners made up 0.13% of Visionary Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Visionary Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 24 quarters since.
  • 1,298 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.