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

WCG 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	$1.09M	Buy	57,238 +6,364	+13%	+$123K	0.03%	396
2026 Q1	$982K	Buy	50,874 +1,865	+4%	+$34.1K	0.03%	383
2025 Q4	$808K	Buy	49,009 +34,033	+227%	+$567K	0.02%	383
2025 Q3	$257K	Hold	14,976	–	–	0.02%	327
2025 Q2	$272K	Buy	14,976 +488	+3%	+$8.52K	0.02%	318
2025 Q1	$269K	Hold	14,488	–	–	0.02%	269
2024 Q4	$284K	Buy	14,488 +871	+6%	+$15.4K	0.02%	289
2024 Q3	$219K	Buy	13,617 +454	+3%	+$7.3K	0.01%	306
2024 Q2	$213K	Sell	13,163 -1,725	-12%	-$27.1K	0.02%	274
2024 Q1	$234K	Sell	14,888 -3,212	-18%	-$46.8K	0.02%	254
2023 Q4	$250K	Sell	18,100 -1,010	-5%	-$13.7K	0.02%	290
2023 Q3	$268K	Buy	+19,110	New	+$253K	0.02%	270

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

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

WCG Wealth Advisors increased its Energy Transfer Partners (ET) stake by 13% in Q2 2026, buying an estimated $123K and bringing the position to 57,238 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #396.

WCG Wealth Advisors first reported a position in ET in Q3 2023 and has held it in 12 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

WCG Wealth Advisors held 57,238 shares of Energy Transfer Partners worth $1.09M as of Q2 2026.
WCG Wealth Advisors bought 6,364 Energy Transfer Partners shares in Q2 2026, an estimated $123K.
Energy Transfer Partners made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #396 holding.
WCG Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 12 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

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