WFA of San Diego’s Energy Transfer Partners ET Stock Holding History

WFA of San Diego’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	–	Sell	-4,000	Closed	-$77.2K	–	180
2026 Q1	$77.2K	Hold	4,000	–	–	0.06%	149
2025 Q4	$66K	Hold	4,000	–	–	0.05%	172
2025 Q3	$68.6K	Hold	4,000	–	–	0.05%	168
2025 Q2	$72.5K	Buy	+4,000	New	+$69.8K	0.05%	169
2023 Q1	–	Sell	-2,500	Closed	-$29.7K	–	170
2022 Q4	$29.7K	Buy	+2,500	New	+$30K	0.02%	250

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

WFA of San Diego's ET Position: Q2 2026 in Review

WFA of San Diego sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 4,000 shares — an estimated $77.2K sold.

WFA of San Diego first reported a position in ET in Q4 2022 and held it in 5 quarters. The position peaked at $77.2K in Q1 2026. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

WFA of San Diego reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 4,000 Energy Transfer Partners shares in Q2 2026, an estimated $77.2K.
WFA of San Diego first reported a position in Energy Transfer Partners in Q4 2022 and held it in 5 quarters.
WFA of San Diego's Energy Transfer Partners position peaked at $77.2K in Q1 2026.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.