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

Act 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	$430K	Hold	22,500	–	–	0.13%	38
2026 Q1	$434K	Buy	22,500 +6,000	+36%	+$110K	0.15%	34
2025 Q4	$272K	Sell	16,500 -4,377	-21%	-$72.9K	0.09%	48
2025 Q3	$358K	Buy	20,877 +82	+0.4%	+$1.44K	0.13%	35
2025 Q2	$377K	Sell	20,795 -924	-4%	-$16.1K	0.16%	32
2025 Q1	$404K	Buy	21,719 +1,749	+9%	+$34.1K	0.18%	28
2024 Q4	$391K	Sell	19,970 -570	-3%	-$10.1K	0.18%	29
2024 Q3	$330K	Hold	20,540	–	–	0.15%	29
2024 Q2	$333K	Buy	20,540 +170	+0.8%	+$2.67K	0.16%	25
2024 Q1	$320K	Buy	20,370 +1,750	+9%	+$25.5K	0.16%	24
2023 Q4	$257K	Hold	18,620	–	–	0.14%	31
2023 Q3	$261K	Sell	18,620 -2,047	-10%	-$27.2K	0.18%	28
2023 Q2	$262K	Buy	20,667 +2,236	+12%	+$28.3K	0.15%	31
2023 Q1	$230K	Sell	18,431 -777	-4%	-$9.82K	0.14%	33
2022 Q4	$228K	Sell	19,208 -792	-4%	-$9.5K	0.14%	33
2022 Q3	$221K	Sell	20,000 -2,723	-12%	-$30.3K	0.16%	31
2022 Q2	$227K	Buy	22,723 +82	+0.4%	+$918	0.15%	32
2022 Q1	$253K	Buy	+22,641	New	+$224K	0.14%	31

Other funds holding ET

CCM

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Act Wealth Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 22,500 shares worth $430K. The position accounts for 0.13% of the portfolio, ranked #38.

Act Wealth Management first reported a position in ET in Q1 2022 and has held it in 18 quarters since. The position peaked at $434K in Q1 2026. 357 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Act Wealth Management held 22,500 shares of Energy Transfer Partners worth $430K as of Q2 2026.
Act Wealth Management left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.13% of Act Wealth Management's portfolio in Q2 2026, its #38 holding.
Act Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 18 quarters since.
Act Wealth Management's Energy Transfer Partners position peaked at $434K in Q1 2026.
357 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.