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

Arete 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 Q3	$1.22M	Sell	61,754 -8,655	-12%	-$179K	0.08%	222
2026 Q2	$1.35M	Sell	70,409 -4,595	-6%	-$89K	0.09%	202
2026 Q1	$1.45M	Buy	75,004 +34,824	+87%	+$638K	0.11%	186
2025 Q4	$663K	Buy	40,180 +1,528	+4%	+$25.4K	0.05%	273
2025 Q3	$663K	Sell	38,652 -174	-0.4%	-$3.05K	0.05%	266
2025 Q2	$704K	Buy	38,826 +855	+2%	+$14.9K	0.05%	322
2025 Q1	$706K	Sell	37,971 -568	-1%	-$11.1K	0.05%	306
2024 Q4	$755K	Buy	38,539 +4,486	+13%	+$79.4K	0.05%	310
2024 Q3	$546K	Sell	34,053 -6,354	-16%	-$102K	0.05%	356
2024 Q2	$655K	Sell	40,407 -6,718	-14%	-$106K	0.05%	333
2024 Q1	$741K	Buy	47,125 +3,333	+8%	+$48.5K	0.07%	252
2023 Q4	$605K	Buy	+43,792	New	+$595K	0.05%	358
2023 Q3	–	Sell	-59,737	Closed	-$759K	–	558
2023 Q2	$759K	Buy	59,737 +23,089	+63%	+$293K	0.07%	270
2023 Q1	$457K	Buy	36,648 +1,777	+5%	+$22.5K	0.04%	370
2022 Q4	$414K	Buy	34,871 +23,939	+219%	+$287K	0.04%	366
2022 Q3	$121K	Buy	+10,932	New	+$122K	0.01%	535
2022 Q2	–	Sell	-20,436	Closed	-$229K	–	486
2022 Q1	$229K	Buy	20,436 +743	+4%	+$7.37K	0.02%	445
2021 Q4	$167K	Buy	19,693 +4,221	+27%	+$38.4K	0.01%	485
2021 Q3	$151K	Hold	15,472	–	–	0.02%	404
2021 Q2	$165K	Buy	15,472 +2,000	+15%	+$19.2K	0.02%	345
2021 Q1	$104K	Sell	13,472 -1,763	-12%	-$12.9K	0.01%	409
2020 Q4	$93K	Buy	15,235 +1,263	+9%	+$7.64K	0.01%	396
2020 Q3	$77K	Sell	13,972 -510	-4%	-$3.24K	0.01%	376
2020 Q2	$103K	Hold	14,482	–	–	0.02%	362
2020 Q1	$67K	Buy	+14,482	New	+$154K	0.01%	331
2019 Q4	–	Sell	-12,901	Closed	-$169K	–	397
2019 Q3	$169K	Buy	+12,901	New	+$180K	0.03%	387
2019 Q2	–	Sell	-13,197	Closed	-$203K	–	401
2019 Q1	$203K	Buy	13,197 +433	+3%	+$6.44K	0.04%	362
2018 Q4	$169K	Buy	+12,764	New	+$194K	0.04%	343

Other funds holding ET

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Arete Wealth Advisors's ET Position: Q3 2026 in Review

Arete Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 12% in Q3 2026, selling an estimated $179K and leaving 61,754 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #222.

Arete Wealth Advisors first reported a position in ET in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.45M in Q1 2026. 1,092 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Arete Wealth Advisors held 61,754 shares of Energy Transfer Partners worth $1.22M as of Q3 2026.
Arete Wealth Advisors sold 8,655 Energy Transfer Partners shares in Q3 2026, an estimated $179K.
Energy Transfer Partners made up 0.08% of Arete Wealth Advisors's portfolio in Q3 2026, its #222 holding.
Arete Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 28 quarters since.
Arete Wealth Advisors's Energy Transfer Partners position peaked at $1.45M in Q1 2026.
1,092 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.