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WealthTrust Axiom’s Energy Transfer Partners ET Stock Holding History

WealthTrust Axiom’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 		$761K Hold
39,784
– – 0.17% 118
2026
Q1 		$768K Hold
39,784
– – 0.19% 103
2025
Q4 		$656K Buy
39,784
+1,212
+3% +$20.2K 0.17% 119
2025
Q3 		$662K Hold
38,572
– – 0.18% 119
2025
Q2 		$699K Hold
38,572
– – 0.21% 102
2025
Q1 		$717K Sell
38,572
-860
-2% -$16.8K 0.22% 92
2024
Q4 		$772K Hold
39,432
– – 0.23% 98
2024
Q3 		$633K Buy
39,432
+17,755
+82% +$286K 0.19% 111
2024
Q2 		$352K Sell
21,677
-5,533
-20% -$87K 0.12% 163
2024
Q1 		$428K Sell
27,210
-2,473
-8% -$36K 0.14% 147
2023
Q4 		$410K Sell
29,683
-2,795
-9% -$38K 0.14% 146
2023
Q3 		$456K Sell
32,478
-1,000
-3% -$13.3K 0.16% 130
2023
Q2 		$425K Hold
33,478
– – 0.14% 152
2023
Q1 		$417K Sell
33,478
-2,833
-8% -$35.8K 0.14% 147
2022
Q4 		$431K Sell
36,311
-613
-2% -$7.35K 0.15% 136
2022
Q3 		$407K Sell
36,924
-312
-0.8% -$3.47K 0.16% 128
2022
Q2 		$371K Buy
37,236
+9,750
+35% +$109K 0.13% 148
2022
Q1 		$307K Sell
27,486
-637
-2% -$6.32K 0.1% 174
2021
Q4 		$231K Buy
28,123
+5,357
+24% +$48.7K 0.07% 208
2021
Q3 		$218K Sell
22,766
-2,564
-10% -$24.6K 0.07% 212
2021
Q2 		$269K Buy
25,330
+4,449
+21% +$42.6K 0.09% 193
2021
Q1 		$160K Sell
20,881
-5,103
-20% -$37.3K 0.05% 222
2020
Q4 		$160K Sell
25,984
-2,762
-10% -$16.7K 0.06% 211
2020
Q3 		$155K Sell
28,746
-610
-2% -$3.87K 0.07% 182
2020
Q2 		$209K Sell
29,356
-1,352
-4% -$10K 0.09% 165
2020
Q1 		$141K Sell
30,708
-921
-3% -$9.81K 0.07% 163
2019
Q4 		$405K Sell
31,629
-7,193
-19% -$88.6K 0.14% 123
2019
Q3 		$507K Sell
38,822
-9,204
-19% -$128K 0.18% 108
2019
Q2 		$676K Sell
48,026
-4,339
-8% -$64.2K 0.23% 96
2019
Q1 		$804K Sell
52,365
-802
-2% -$11.9K 0.29% 86
2018
Q4 		$702K Buy
+53,167
New +$807K 0.29% 89

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

WealthTrust Axiom's ET Position: Q2 2026 in Review

WealthTrust Axiom held its Energy Transfer Partners (ET) position steady in Q2 2026 at 39,784 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #118.

WealthTrust Axiom first reported a position in ET in Q4 2018 and has held it in 31 quarters since. The position peaked at $804K in Q1 2019. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • WealthTrust Axiom held 39,784 shares of Energy Transfer Partners worth $761K as of Q2 2026.
  • WealthTrust Axiom left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.17% of WealthTrust Axiom's portfolio in Q2 2026, its #118 holding.
  • WealthTrust Axiom first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
  • WealthTrust Axiom's Energy Transfer Partners position peaked at $804K in Q1 2019.
  • 1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.