180 Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

180 Wealth 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	$4.04M	Sell	211,064 -640	-0.3%	-$12.4K	0.4%	63
2026 Q1	$4.09M	Buy	211,704 +2,336	+1%	+$42.8K	0.46%	51
2025 Q4	$3.45M	Buy	209,368 +17,045	+9%	+$284K	0.39%	58
2025 Q3	$3.3M	Buy	192,323 +3,024	+2%	+$53K	0.4%	59
2025 Q2	$3.43M	Sell	189,299 -17,986	-9%	-$314K	0.48%	50
2025 Q1	$3.85M	Sell	207,285 -603	-0.3%	-$11.7K	0.61%	40
2024 Q4	$4.07M	Sell	207,888 -1,615	-0.8%	-$28.6K	0.64%	32
2024 Q3	$3.36M	Sell	209,503 -2,009	-0.9%	-$32.3K	0.53%	43
2024 Q2	$3.45M	Sell	211,512 -9,016	-4%	-$142K	0.56%	41
2024 Q1	$3.47M	Sell	220,528 -6,476	-3%	-$94.3K	0.62%	40
2023 Q4	$3.15M	Sell	227,004 -288	-0.1%	-$3.91K	0.63%	33
2023 Q3	$3.19M	Sell	227,292 -7,159	-3%	-$95K	0.72%	27
2023 Q2	$3.01M	Sell	234,451 -9,472	-4%	-$120K	0.66%	31
2023 Q1	$3.04M	Sell	243,923 -4,156	-2%	-$52.5K	0.71%	30
2022 Q4	$3.35M	Sell	248,079 -2,103	-0.8%	-$25.2K	0.79%	27
2022 Q3	$2.76M	Sell	250,182 -10,093	-4%	-$112K	0.76%	29
2022 Q2	$2.61M	Buy	260,275 +330	+0.1%	+$3.7K	0.67%	37
2022 Q1	$3.05M	Sell	259,945 -25,272	-9%	-$251K	0.67%	35
2021 Q4	$2.62M	Buy	285,217 +89,332	+46%	+$812K	0.59%	40
2021 Q3	$1.96M	Buy	195,885 +13,128	+7%	+$126K	0.43%	61
2021 Q2	$1.72M	Sell	182,757 -13,442	-7%	-$129K	0.39%	69
2021 Q1	$2M	Buy	196,199 +31,832	+19%	+$232K	0.5%	56
2020 Q4	$1.13M	Buy	164,367 +141,367	+615%	+$855K	0.32%	88
2020 Q3	$136K	Buy	+23,000	New	+$146K	0.05%	259

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

180 Wealth Advisors's ET Position: Q2 2026 in Review

180 Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 0.3% in Q2 2026, selling an estimated $12.4K and leaving 211,064 shares worth $4.04M. The position accounts for 0.4% of the portfolio, ranked #63.

180 Wealth Advisors first reported a position in ET in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.09M in Q1 2026. 255 funds tracked by Wall St. Rank hold ET as of Q2 2026.

180 Wealth Advisors held 211,064 shares of Energy Transfer Partners worth $4.04M as of Q2 2026.
180 Wealth Advisors sold 640 Energy Transfer Partners shares in Q2 2026, an estimated $12.4K.
Energy Transfer Partners made up 0.4% of 180 Wealth Advisors's portfolio in Q2 2026, its #63 holding.
180 Wealth Advisors first reported a position in Energy Transfer Partners in Q3 2020 and has held it in 24 quarters since.
180 Wealth Advisors's Energy Transfer Partners position peaked at $4.09M in Q1 2026.
255 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.