Wolff Financial Management’s Energy Transfer Partners ET Stock Holding History

Wolff Financial 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	$253K	Buy	13,258 +20	+0.2%	+$387	0.05%	99
2026 Q1	$255K	Buy	13,238 +22	+0.2%	+$403	0.06%	95
2025 Q4	$218K	Buy	13,216 +23	+0.2%	+$383	0.05%	99
2025 Q3	$226K	Buy	13,193 +22	+0.2%	+$386	0.05%	96
2025 Q2	$239K	Buy	13,171 +21	+0.2%	+$366	0.06%	90
2025 Q1	$244K	Buy	13,150 +18	+0.1%	+$351	0.07%	86
2024 Q4	$257K	Buy	13,132 +20	+0.2%	+$354	0.07%	85
2024 Q3	$210K	Buy	13,112 +22	+0.2%	+$354	0.06%	97
2024 Q2	$212K	Buy	13,090 +21	+0.2%	+$330	0.16%	41
2024 Q1	$206K	Buy	13,069 +22	+0.2%	+$320	0.06%	96
2023 Q4	$180K	Buy	13,047 +23	+0.2%	+$313	0.06%	96
2023 Q3	$183K	Buy	13,024 +1,024	+9%	+$13.6K	0.06%	96
2023 Q2	$152K	Hold	12,000	–	–	0.13%	35
2023 Q1	$150K	Hold	12,000	–	–	0.05%	100
2022 Q4	$142K	Hold	12,000	–	–	0.05%	97
2022 Q3	$132K	Hold	12,000	–	–	0.06%	98
2022 Q2	$120K	Hold	12,000	–	–	0.05%	100
2022 Q1	$134K	Hold	12,000	–	–	0.05%	102
2021 Q4	$99K	Hold	12,000	–	–	0.04%	105
2021 Q3	$115K	Buy	+12,000	New	+$115K	0.1%	39
2021 Q1	$92K	Hold	12,000	–	–	0.04%	95
2020 Q4	$74K	Hold	12,000	–	–	0.04%	87
2020 Q3	$65K	Hold	12,000	–	–	0.04%	82
2020 Q2	$85K	Sell	12,000 -1,500	-11%	-$11.1K	0.05%	81
2020 Q1	$62K	Buy	+13,500	New	+$144K	0.05%	78

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

Wolff Financial Management's ET Position: Q2 2026 in Review

Wolff Financial Management increased its Energy Transfer Partners (ET) stake by 0.15% in Q2 2026, buying an estimated $387 and bringing the position to 13,258 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #99.

Wolff Financial Management first reported a position in ET in Q1 2020 and has held it in 25 quarters since. The position peaked at $257K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Wolff Financial Management held 13,258 shares of Energy Transfer Partners worth $253K as of Q2 2026.
Wolff Financial Management bought 20 Energy Transfer Partners shares in Q2 2026, an estimated $387.
Energy Transfer Partners made up 0.05% of Wolff Financial Management's portfolio in Q2 2026, its #99 holding.
Wolff Financial Management first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 25 quarters since.
Wolff Financial Management's Energy Transfer Partners position peaked at $257K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.