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Wagner Wealth Management (South Carolina)’s Energy Transfer Partners ET Stock Holding History

Wagner Wealth Management (South Carolina)’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 		– Sell
-17,294
Closed -$334K – 285
2026
Q1 		$334K Sell
17,294
-2,044
-11% -$37.4K 0.07% 101
2025
Q4 		$319K Sell
19,338
-3,841
-17% -$63.9K 0.07% 102
2025
Q3 		$398K Sell
23,179
-3,298
-12% -$57.8K 0.09% 81
2025
Q2 		$480K Buy
+26,477
New +$462K 0.11% 78
2024
Q3 		– Sell
-69,627
Closed -$1.13M – 242
2024
Q2 		$1.13M Buy
69,627
+2,701
+4% +$42.4K 0.34% 43
2024
Q1 		$1.05M Buy
66,926
+777
+1% +$11.3K 0.32% 46
2023
Q4 		$913K Buy
66,149
+4,726
+8% +$64.2K 0.31% 56
2023
Q3 		$862K Buy
61,423
+7,254
+13% +$96.2K 0.32% 54
2023
Q2 		$688K Buy
54,169
+3,685
+7% +$46.7K 0.26% 61
2023
Q1 		$630K Buy
50,484
+4,820
+11% +$60.9K 0.29% 61
2022
Q4 		$542K Buy
45,664
+1,171
+3% +$14K 0.34% 57
2022
Q3 		$491K Buy
44,493
+34,109
+328% +$380K 0.36% 56
2022
Q2 		$104K Buy
+10,384
New +$116K 0.08% 144
2022
Q1 		– Sell
-7,292
Closed -$60K – 349
2021
Q4 		$60K Buy
7,292
+3,272
+81% +$29.7K 0.05% 232
2021
Q3 		$38K Buy
4,020
+2,484
+162% +$23.8K 0.03% 276
2021
Q2 		$16K Hold
1,536
– – 0.01% 417
2021
Q1 		$12K Buy
+1,536
New +$11.2K 0.01% 440

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

Wagner Wealth Management (South Carolina)'s ET Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 17,294 shares — an estimated $334K sold.

Wagner Wealth Management (South Carolina) first reported a position in ET in Q1 2021 and held it in 17 quarters. The position peaked at $1.13M in Q2 2024. 1,289 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Wagner Wealth Management (South Carolina) reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 17,294 Energy Transfer Partners shares in Q2 2026, an estimated $334K.
  • Wagner Wealth Management (South Carolina) first reported a position in Energy Transfer Partners in Q1 2021 and held it in 17 quarters.
  • Wagner Wealth Management (South Carolina)'s Energy Transfer Partners position peaked at $1.13M in Q2 2024.
  • 1,289 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.