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Wealth Dimensions Group’s Energy Transfer Partners ET Stock Holding History

Wealth Dimensions Group’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 		$332K Buy
17,360
+91
+0.5% +$1.76K 0.06% 138
2026
Q1 		$333K Buy
17,269
+1,182
+7% +$21.6K 0.07% 134
2025
Q4 		$265K Buy
16,087
+1,004
+7% +$16.7K 0.05% 141
2025
Q3 		$259K Buy
+15,083
New +$264K 0.05% 154

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

Wealth Dimensions Group's ET Position: Q2 2026 in Review

Wealth Dimensions Group increased its Energy Transfer Partners (ET) stake by 0.53% in Q2 2026, buying an estimated $1.76K and bringing the position to 17,360 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #138.

Wealth Dimensions Group first reported a position in ET in Q3 2025 and has held it in 4 quarters since. The position peaked at $333K in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Wealth Dimensions Group held 17,360 shares of Energy Transfer Partners worth $332K as of Q2 2026.
  • Wealth Dimensions Group bought 91 Energy Transfer Partners shares in Q2 2026, an estimated $1.76K.
  • Energy Transfer Partners made up 0.06% of Wealth Dimensions Group's portfolio in Q2 2026, its #138 holding.
  • Wealth Dimensions Group first reported a position in Energy Transfer Partners in Q3 2025 and has held it in 4 quarters since.
  • Wealth Dimensions Group's Energy Transfer Partners position peaked at $333K in Q1 2026.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.