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Apella Capital’s Energy Transfer Partners ET Stock Holding History

Apella Capital’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 		$1.39M Sell
67,837
-8,081
-11% -$167K 0.02% 338
2026
Q2 		$1.5M Buy
75,918
+1,079
+1% +$20.9K 0.02% 305
2026
Q1 		$1.41M Buy
+74,839
New +$1.37M 0.02% 304

Other funds holding ET

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
PCA
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
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital's ET Position: Q3 2026 in Review

Apella Capital reduced its Energy Transfer Partners (ET) stake by 11% in Q3 2026, selling an estimated $167K and leaving 67,837 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #338.

Apella Capital first reported a position in ET in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.5M in Q2 2026. 68 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Apella Capital held 67,837 shares of Energy Transfer Partners worth $1.39M as of Q3 2026.
  • Apella Capital sold 8,081 Energy Transfer Partners shares in Q3 2026, an estimated $167K.
  • Energy Transfer Partners made up 0.02% of Apella Capital's portfolio in Q3 2026, its #338 holding.
  • Apella Capital first reported a position in Energy Transfer Partners in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Energy Transfer Partners position peaked at $1.5M in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.