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World Investment Advisors’s Energy Transfer Partners ET Stock Holding History

World Investment Advisors’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 		$1.75M Sell
90,684
-21,600
-19% -$418K 0.03% 522
2026
Q1 		$2.17M Sell
112,284
-2,215
-2% -$40.6K 0.03% 458
2025
Q4 		$1.89M Buy
114,499
+16,781
+17% +$279K 0.03% 482
2025
Q3 		$1.68M Buy
97,718
+731
+0.8% +$12.8K 0.03% 447
2025
Q2 		$1.76M Buy
96,987
+5,034
+5% +$87.8K 0.04% 401
2025
Q1 		$1.71M Buy
91,953
+4,200
+5% +$81.8K 0.04% 382
2024
Q4 		$1.72M Buy
87,753
+8,947
+11% +$158K 0.05% 361
2024
Q3 		$1.26M Buy
78,806
+3,485
+5% +$56.1K 0.04% 380
2024
Q2 		$1.22M Buy
+75,321
New +$1.18M 0.08% 242
2024
Q1 		– Sell
-61,186
Closed -$844K – 420
2023
Q4 		$844K Sell
61,186
-7,894
-11% -$107K 0.11% 161
2023
Q3 		$969K Buy
69,080
+2,883
+4% +$38.2K 0.19% 95
2023
Q2 		$841K Buy
66,197
+4,280
+7% +$54.2K 0.16% 99
2023
Q1 		$772K Buy
61,917
+3,000
+5% +$37.9K 0.16% 102
2022
Q4 		$699K Sell
58,917
-2,500
-4% -$30K 0.16% 99
2022
Q3 		$677K Sell
61,417
-5,000
-8% -$55.7K 0.16% 103
2022
Q2 		$747K Buy
66,417
+1,000
+2% +$11.2K 0.16% 106
2022
Q1 		$732K Hold
65,417
– – 0.15% 111
2021
Q4 		$666K Hold
65,417
– – 0.14% 117
2021
Q3 		$627K Sell
65,417
-1,100
-2% -$10.6K 0.14% 107
2021
Q2 		$707K Hold
66,517
– – 0.16% 97
2021
Q1 		$674K Sell
66,517
-7
-0% -$51 0.16% 95
2020
Q4 		$464K Hold
66,524
– – 0.12% 133
2020
Q3 		$361K Hold
66,524
– – 0.12% 106
2020
Q2 		$456K Buy
66,524
+13,000
+24% +$96.3K 0.16% 87
2020
Q1 		$246K Buy
53,524
+39,327
+277% +$419K 0.11% 106
2019
Q4 		$182K Sell
14,197
-4,263
-23% -$52.5K 0.07% 150
2019
Q3 		$241K Hold
18,460
– – 0.1% 122
2019
Q2 		$261K Sell
18,460
-256
-1% -$3.79K 0.12% 105
2019
Q1 		$288K Buy
+18,716
New +$278K 0.13% 87

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

World Investment Advisors's ET Position: Q2 2026 in Review

World Investment Advisors reduced its Energy Transfer Partners (ET) stake by 19% in Q2 2026, selling an estimated $418K and leaving 90,684 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #522.

World Investment Advisors first reported a position in ET in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.17M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • World Investment Advisors held 90,684 shares of Energy Transfer Partners worth $1.75M as of Q2 2026.
  • World Investment Advisors sold 21,600 Energy Transfer Partners shares in Q2 2026, an estimated $418K.
  • Energy Transfer Partners made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #522 holding.
  • World Investment Advisors first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 29 quarters since.
  • World Investment Advisors's Energy Transfer Partners position peaked at $2.17M in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.