WBH Advisory’s Energy Transfer Partners ET Stock Holding History

WBH Advisory’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	$199K	Buy	+10,397	New	+$201K	0.01%	362
2025 Q2	–	Sell	-11,987	Closed	-$223K	–	342
2025 Q1	$223K	Hold	11,987	–	–	0.02%	308
2024 Q4	$235K	Buy	+11,987	New	+$212K	0.02%	296

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

WBH Advisory's ET Position: Q2 2026 in Review

WBH Advisory opened a new position in Energy Transfer Partners (ET) in Q2 2026: 10,397 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: WBH Advisory previously reported a position in ET as recently as Q1 2025.

WBH Advisory first reported a position in ET in Q4 2024 and has held it in 3 quarters since. The position peaked at $235K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

WBH Advisory held 10,397 shares of Energy Transfer Partners worth $199K as of Q2 2026.
Energy Transfer Partners was a new WBH Advisory position in Q2 2026.
Energy Transfer Partners made up 0.01% of WBH Advisory's portfolio in Q2 2026, its #362 holding.
WBH Advisory first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 3 quarters since.
WBH Advisory's Energy Transfer Partners position peaked at $235K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.