Westwood Wealth Management’s Energy Transfer Partners ET Stock Holding History

Westwood Wealth Management’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	$297K	Buy	15,546 +46	+0.3%	+$891	0.09%	39
2026 Q1	$299K	Buy	+15,500	New	+$284K	0.12%	37
2025 Q4	–	Sell	-15,500	Closed	-$266K	–	110
2025 Q3	$266K	Hold	15,500	–	–	0.1%	42
2025 Q2	$281K	Sell	15,500 -1,900	-11%	-$33.2K	0.09%	43
2025 Q1	$323K	Buy	17,400 +1,900	+12%	+$37K	0.14%	40
2024 Q4	$304K	Hold	15,500	–	–	0.11%	38
2024 Q3	$249K	Buy	15,500 +500	+3%	+$8.04K	0.1%	36
2024 Q2	$243K	Hold	15,000	–	–	0.09%	40
2024 Q1	$236K	Hold	15,000	–	–	0.12%	37
2023 Q4	$207K	Buy	15,000 +2,000	+15%	+$27.2K	0.16%	33
2023 Q3	$182K	Hold	13,000	–	–	0.12%	40
2023 Q2	$165K	Hold	13,000	–	–	0.12%	43
2023 Q1	$162K	Hold	13,000	–	–	0.14%	43
2022 Q4	$154K	Buy	+13,000	New	+$156K	0.19%	40

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

Westwood Wealth Management's ET Position: Q2 2026 in Review

Westwood Wealth Management increased its Energy Transfer Partners (ET) stake by 0.3% in Q2 2026, buying an estimated $891 and bringing the position to 15,546 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #39.

Westwood Wealth Management first reported a position in ET in Q4 2022 and has held it in 14 quarters since. The position peaked at $323K in Q1 2025. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Westwood Wealth Management held 15,546 shares of Energy Transfer Partners worth $297K as of Q2 2026.
Westwood Wealth Management bought 46 Energy Transfer Partners shares in Q2 2026, an estimated $891.
Energy Transfer Partners made up 0.09% of Westwood Wealth Management's portfolio in Q2 2026, its #39 holding.
Westwood Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 14 quarters since.
Westwood Wealth Management's Energy Transfer Partners position peaked at $323K in Q1 2025.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.