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 Q3	$445K	Hold	22,500	–	–	0.13%	36
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%	-$9.8K	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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Act Wealth Management's ET Position: Q3 2026 in Review

Act Wealth Management held its Energy Transfer Partners (ET) position steady in Q3 2026 at 22,500 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #36.

Act Wealth Management first reported a position in ET in Q1 2022 and has held it in 19 quarters since. 434 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Act Wealth Management held 22,500 shares of Energy Transfer Partners worth $445K as of Q3 2026.
Act Wealth Management left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.13% of Act Wealth Management's portfolio in Q3 2026, its #36 holding.
Act Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 19 quarters since.
434 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.