Xcel Wealth Management’s Energy Transfer Partners ET Stock Holding History

Xcel 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	$1.12M	Sell	58,685 -300	-0.5%	-$5.81K	0.27%	69
2026 Q1	$1.14M	Buy	+58,985	New	+$1.08M	0.31%	64
2025 Q4	–	Sell	-19,150	Closed	-$329K	–	145
2025 Q3	$329K	Buy	19,150 +1,000	+6%	+$17.5K	0.09%	120
2025 Q2	$329K	Buy	18,150 +4,250	+31%	+$74.2K	0.09%	110
2025 Q1	$258K	Buy	+13,900	New	+$271K	0.08%	121

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

Xcel Wealth Management's ET Position: Q2 2026 in Review

Xcel Wealth Management reduced its Energy Transfer Partners (ET) stake by 0.51% in Q2 2026, selling an estimated $5.81K and leaving 58,685 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #69.

Xcel Wealth Management first reported a position in ET in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q1 2026. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Xcel Wealth Management held 58,685 shares of Energy Transfer Partners worth $1.12M as of Q2 2026.
Xcel Wealth Management sold 300 Energy Transfer Partners shares in Q2 2026, an estimated $5.81K.
Energy Transfer Partners made up 0.27% of Xcel Wealth Management's portfolio in Q2 2026, its #69 holding.
Xcel Wealth Management first reported a position in Energy Transfer Partners in Q1 2025 and has held it in 5 quarters since.
Xcel Wealth Management's Energy Transfer Partners position peaked at $1.14M in Q1 2026.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.