XF
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XML Financial’s Energy Transfer Partners ET Stock Holding History

XML Financial’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 		$771K Sell
40,336
-1,305
-3% -$25.3K 0.06% 224
2026
Q1 		$804K Sell
41,641
-4,996
-11% -$91.5K 0.06% 210
2025
Q4 		$769K Buy
46,637
+5,094
+12% +$84.8K 0.06% 206
2025
Q3 		$713K Buy
41,543
+2,000
+5% +$35.1K 0.06% 215
2025
Q2 		$717K Buy
39,543
+2,000
+5% +$34.9K 0.06% 205
2025
Q1 		$698K Sell
37,543
-8,490
-18% -$165K 0.07% 193
2024
Q4 		$902K Buy
46,033
+8,386
+22% +$149K 0.08% 184
2024
Q3 		$604K Buy
37,647
+1,906
+5% +$30.7K 0.06% 211
2024
Q2 		$580K Sell
35,741
-695
-2% -$10.9K 0.06% 204
2024
Q1 		$573K Sell
36,436
-5,826
-14% -$84.9K 0.06% 211
2023
Q4 		$583K Buy
42,262
+1,179
+3% +$16K 0.06% 200
2023
Q3 		$576K Sell
41,083
-395
-1% -$5.24K 0.07% 191
2023
Q2 		$527K Buy
41,478
+3,334
+9% +$42.2K 0.06% 210
2023
Q1 		$476K Buy
38,144
+127
+0.3% +$1.6K 0.06% 210
2022
Q4 		$451K Sell
38,017
-2,635
-6% -$31.6K 0.06% 210
2022
Q3 		$448K Buy
+40,652
New +$453K 0.06% 205
2022
Q2 		– Sell
-34,731
Closed -$389K – 265
2022
Q1 		$389K Sell
34,731
-700
-2% -$6.94K 0.05% 237
2021
Q4 		$292K Sell
35,431
-6,688
-16% -$60.8K 0.04% 263
2021
Q3 		$404K Buy
+42,119
New +$404K 0.05% 219

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

XML Financial's ET Position: Q2 2026 in Review

XML Financial reduced its Energy Transfer Partners (ET) stake by 3.1% in Q2 2026, selling an estimated $25.3K and leaving 40,336 shares worth $771K. The position accounts for 0.06% of the portfolio, ranked #224.

XML Financial first reported a position in ET in Q3 2021 and has held it in 19 quarters since. The position peaked at $902K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • XML Financial held 40,336 shares of Energy Transfer Partners worth $771K as of Q2 2026.
  • XML Financial sold 1,305 Energy Transfer Partners shares in Q2 2026, an estimated $25.3K.
  • Energy Transfer Partners made up 0.06% of XML Financial's portfolio in Q2 2026, its #224 holding.
  • XML Financial first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 19 quarters since.
  • XML Financial's Energy Transfer Partners position peaked at $902K in Q4 2024.
  • 1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.