Annex Advisory Services’s Energy Transfer Partners ET Stock Holding History

Annex Advisory Services’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	$288K	Buy	14,589 +99	+0.7%	+$2.04K	﹤0.01%	331
2026 Q2	$277K	Buy	14,490 +51	+0.4%	+$988	﹤0.01%	311
2026 Q1	$279K	Buy	14,439 +62	+0.4%	+$1.14K	0.01%	313
2025 Q4	$237K	Buy	+14,377	New	+$239K	﹤0.01%	322
2024 Q1	–	Sell	-11,520	Closed	-$159K	–	288
2023 Q4	$159K	Buy	+11,520	New	+$157K	0.01%	259
2020 Q4	–	Sell	-31,128	Closed	-$169K	–	196
2020 Q3	$169K	Buy	31,128 +7,128	+30%	+$45.2K	0.02%	133
2020 Q2	$171K	Sell	24,000 -400	-2%	-$2.96K	0.02%	120
2020 Q1	$112K	Buy	24,400 +400	+2%	+$4.26K	0.02%	121
2019 Q4	$308K	Sell	24,000 -2,282	-9%	-$28.1K	0.04%	103
2019 Q3	$344K	Buy	+26,282	New	+$366K	0.05%	95

Other funds holding ET

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Annex Advisory Services's ET Position: Q3 2026 in Review

Annex Advisory Services increased its Energy Transfer Partners (ET) stake by 0.68% in Q3 2026, buying an estimated $2.04K and bringing the position to 14,589 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Annex Advisory Services first reported a position in ET in Q3 2019 and has held it in 10 quarters since. The position peaked at $344K in Q3 2019. 397 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Annex Advisory Services held 14,589 shares of Energy Transfer Partners worth $288K as of Q3 2026.
Annex Advisory Services bought 99 Energy Transfer Partners shares in Q3 2026, an estimated $2.04K.
Energy Transfer Partners made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #331 holding.
Annex Advisory Services first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 10 quarters since.
Annex Advisory Services's Energy Transfer Partners position peaked at $344K in Q3 2019.
397 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.