Waverly Advisors’s Energy Transfer Partners ET Stock Holding History

Waverly 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	$26.6M	Sell	1,390,296 -335,547	-19%	-$6.5M	0.15%	130
2026 Q1	$33.3M	Buy	1,725,843 +314,965	+22%	+$5.77M	0.25%	81
2025 Q4	$23.3M	Buy	1,410,878 +122,070	+9%	+$2.03M	0.19%	107
2025 Q3	$22.1M	Sell	1,288,808 -24,889	-2%	-$436K	0.22%	88
2025 Q2	$23.8M	Buy	1,313,697 +10,003	+0.8%	+$175K	0.26%	80
2025 Q1	$24.2M	Buy	1,303,694 +920,530	+240%	+$17.9M	0.3%	75
2024 Q4	$7.51M	Buy	383,164 +138,231	+56%	+$2.45M	0.12%	172
2024 Q3	$3.93M	Sell	244,933 -3,267	-1%	-$52.6K	0.07%	221
2024 Q2	$4.03M	Buy	248,200 +23,148	+10%	+$364K	0.08%	218
2024 Q1	$3.54M	Buy	225,052 +2,521	+1%	+$36.7K	0.08%	186
2023 Q4	$3.07M	Buy	+222,531	New	+$3.02M	0.12%	113

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

Waverly Advisors's ET Position: Q2 2026 in Review

Waverly Advisors reduced its Energy Transfer Partners (ET) stake by 19% in Q2 2026, selling an estimated $6.5M and leaving 1,390,296 shares worth $26.6M. The position accounts for 0.15% of the portfolio, ranked #130.

Waverly Advisors first reported a position in ET in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.3M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Waverly Advisors held 1,390,296 shares of Energy Transfer Partners worth $26.6M as of Q2 2026.
Waverly Advisors sold 335,547 Energy Transfer Partners shares in Q2 2026, an estimated $6.5M.
Energy Transfer Partners made up 0.15% of Waverly Advisors's portfolio in Q2 2026, its #130 holding.
Waverly Advisors first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
Waverly Advisors's Energy Transfer Partners position peaked at $33.3M in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.