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Westbourne Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Westbourne Investment 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 		$300K Hold
15,700
– – 0.08% 95
2026
Q1 		$303K Sell
15,700
-2,000
-11% -$36.6K 0.09% 92
2025
Q4 		$292K Hold
17,700
– – 0.08% 94
2025
Q3 		$304K Hold
17,700
– – 0.08% 97
2025
Q2 		$321K Buy
+17,700
New +$309K 0.1% 90

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

Westbourne Investment Advisors's ET Position: Q2 2026 in Review

Westbourne Investment Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 15,700 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #95.

Westbourne Investment Advisors first reported a position in ET in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Westbourne Investment Advisors held 15,700 shares of Energy Transfer Partners worth $300K as of Q2 2026.
  • Westbourne Investment Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.08% of Westbourne Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Westbourne Investment Advisors first reported a position in Energy Transfer Partners in Q2 2025 and has held it in 5 quarters since.
  • Westbourne Investment Advisors's Energy Transfer Partners position peaked at $321K in Q2 2025.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.