Woodward Diversified Capital’s Energy Transfer Partners ET Stock Holding History

Woodward Diversified Capital’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	$258K	Buy	13,514 +1	+0%	+$19	0.11%	152
2026 Q1	$255K	Sell	13,513 -643	-5%	-$11.8K	0.12%	153
2025 Q4	$233K	Buy	14,156 +84	+0.6%	+$1.4K	0.11%	159
2025 Q3	$241K	Buy	14,072 +79	+0.6%	+$1.39K	0.11%	160
2025 Q2	$254K	Sell	13,993 -6,654	-32%	-$116K	0.13%	147
2025 Q1	$384K	Buy	20,647 +65	+0.3%	+$1.27K	0.27%	86
2024 Q4	$403K	Sell	20,582 -3,057	-13%	-$54.1K	0.3%	76
2024 Q3	$379K	Buy	23,639 +1	+0%	+$16	0.24%	105
2024 Q2	$383K	Buy	23,638 +2	+0%	+$31	0.22%	107
2024 Q1	$372K	Hold	23,636	–	–	0.23%	108
2023 Q4	$326K	Buy	23,636 +112	+0.5%	+$1.52K	0.2%	110
2023 Q3	$330K	Buy	23,524 +1,301	+6%	+$17.3K	0.24%	102
2023 Q2	$282K	Sell	22,223 -899	-4%	-$11.4K	0.21%	107
2023 Q1	$288K	Sell	23,122 -4,950	-18%	-$62.6K	0.23%	108
2022 Q4	$333K	Buy	28,072 +2,474	+10%	+$29.7K	0.27%	95
2022 Q3	$282K	Sell	25,598 -9,936	-28%	-$111K	0.23%	98
2022 Q2	$355K	Sell	35,534 -340	-0.9%	-$3.81K	0.27%	92
2022 Q1	$401K	Sell	35,874 -160,746	-82%	-$1.59M	0.26%	96
2021 Q4	$1.62M	Buy	196,620 +6,055	+3%	+$55K	0.95%	21
2021 Q3	$1.83M	Buy	190,565 +53	+0%	+$509	1.15%	17
2021 Q2	$2.02M	Sell	190,512 -128,434	-40%	-$1.23M	1.16%	17
2021 Q1	$2.45M	Buy	318,946 +14,546	+5%	+$106K	1.44%	12
2020 Q4	$1.88M	Buy	+304,400	New	+$1.84M	1.22%	19

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

Woodward Diversified Capital's ET Position: Q2 2026 in Review

Woodward Diversified Capital increased its Energy Transfer Partners (ET) stake by 0.01% in Q2 2026, buying an estimated $19 and bringing the position to 13,514 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #152.

Woodward Diversified Capital first reported a position in ET in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.45M in Q1 2021. 1,302 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Woodward Diversified Capital held 13,514 shares of Energy Transfer Partners worth $258K as of Q2 2026.
Woodward Diversified Capital bought 1 Energy Transfer Partners share in Q2 2026, an estimated $19.
Energy Transfer Partners made up 0.11% of Woodward Diversified Capital's portfolio in Q2 2026, its #152 holding.
Woodward Diversified Capital first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 23 quarters since.
Woodward Diversified Capital's Energy Transfer Partners position peaked at $2.45M in Q1 2021.
1,302 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.