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Williams Jones Wealth Management’s Energy Transfer Partners ET Stock Holding History

Williams Jones 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 		$14.3M Sell
748,661
-17,500
-2% -$339K 0.16% 85
2026
Q1 		$14.8M Sell
766,161
-3,770
-0.5% -$69K 0.18% 76
2025
Q4 		$12.7M Sell
769,931
-41,100
-5% -$684K 0.14% 85
2025
Q3 		$13.9M Buy
811,031
+7,000
+0.9% +$123K 0.16% 81
2025
Q2 		$14.6M Buy
804,031
+7,900
+1% +$138K 0.17% 80
2025
Q1 		$14.8M Sell
796,131
-15,327
-2% -$299K 0.19% 77
2024
Q4 		$15.9M Sell
811,458
-26,826
-3% -$475K 0.19% 80
2024
Q3 		$13.5M Buy
838,284
+28,082
+3% +$452K 0.16% 92
2024
Q2 		$13.1M Sell
810,202
-4,071
-0.5% -$64K 0.16% 90
2024
Q1 		$12.8M Buy
814,273
+19,350
+2% +$282K 0.16% 90
2023
Q4 		$11M Buy
794,923
+20,071
+3% +$273K 0.15% 95
2023
Q3 		$10.9M Buy
774,852
+10,000
+1% +$133K 0.17% 92
2023
Q2 		$9.71M Buy
764,852
+59,900
+8% +$759K 0.15% 100
2023
Q1 		$8.79M Buy
704,952
+46,250
+7% +$584K 0.14% 110
2022
Q4 		$7.82M Buy
658,702
+98,801
+18% +$1.19M 0.13% 110
2022
Q3 		$6.18M Buy
559,901
+85,630
+18% +$954K 0.11% 125
2022
Q2 		$4.73M Sell
474,271
-44,700
-9% -$501K 0.08% 150
2022
Q1 		$5.81M Buy
518,971
+136,700
+36% +$1.36M 0.08% 136
2021
Q4 		$3.15M Buy
382,271
+1,450
+0.4% +$13.2K 0.04% 166
2021
Q3 		$3.65M Buy
380,821
+52,200
+16% +$501K 0.05% 156
2021
Q2 		$3.49M Sell
328,621
-3,456
-1% -$33.1K 0.05% 163
2021
Q1 		$2.55M Sell
332,077
-30,625
-8% -$224K 0.04% 175
2020
Q4 		$2.24M Sell
362,702
-102,406
-22% -$620K 0.04% 169
2020
Q3 		$2.52M Buy
465,108
+19,674
+4% +$125K 0.05% 153
2020
Q2 		$3.17M Buy
445,434
+156,811
+54% +$1.16M 0.06% 133
2020
Q1 		$1.33M Buy
288,623
+12,144
+4% +$129K 0.03% 154
2019
Q4 		$3.55M Sell
276,479
-44,418
-14% -$547K 0.07% 138
2019
Q3 		$4.2M Buy
+320,897
New +$4.47M 0.09% 124

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

Williams Jones Wealth Management's ET Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Energy Transfer Partners (ET) stake by 2.3% in Q2 2026, selling an estimated $339K and leaving 748,661 shares worth $14.3M. The position accounts for 0.16% of the portfolio, ranked #85.

Williams Jones Wealth Management first reported a position in ET in Q3 2019 and has held it in 28 quarters since. The position peaked at $15.9M in Q4 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Williams Jones Wealth Management held 748,661 shares of Energy Transfer Partners worth $14.3M as of Q2 2026.
  • Williams Jones Wealth Management sold 17,500 Energy Transfer Partners shares in Q2 2026, an estimated $339K.
  • Energy Transfer Partners made up 0.16% of Williams Jones Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Williams Jones Wealth Management first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Energy Transfer Partners position peaked at $15.9M in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.