Aurora Private Wealth’s Energy Transfer Partners ET Stock Holding History

Aurora Private Wealth’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	$3.15M	Sell	164,913 -18,025	-10%	-$349K	2%	8
2026 Q1	$3.02M	Hold	182,938	–	–	2.15%	10
2025 Q4	$3.02M	Buy	+182,938	New	+$3.05M	1.98%	11
2025 Q2	$3.19M	Sell	176,252 -2,683	-1%	-$46.8K	2.37%	10
2025 Q1	$3.33M	Buy	178,935 +2,481	+1%	+$48.3K	2.66%	7
2024 Q4	$3.46M	Buy	176,454 +1,665	+1%	+$29.5K	2.59%	8
2024 Q3	$2.81M	Buy	174,789 +1,195	+0.7%	+$19.2K	2.2%	11
2024 Q2	$2.82M	Buy	173,594 +2,210	+1%	+$34.7K	2.47%	8
2024 Q1	$2.69M	Buy	171,384 +2,299	+1%	+$33.5K	2.32%	7
2023 Q4	$2.33M	Buy	169,085 +2,863	+2%	+$38.9K	2.2%	9
2023 Q3	$2.33M	Buy	166,222 +12,579	+8%	+$167K	2.58%	7
2023 Q2	$1.95M	Sell	153,643 -7,185	-4%	-$91K	2.22%	9
2023 Q1	$2.01M	Buy	160,828 +2,320	+1%	+$29.3K	2.14%	8
2022 Q4	$1.88M	Buy	158,508 +41,045	+35%	+$492K	2.15%	9
2022 Q3	$1.3M	Sell	117,463 -28	-0%	-$312	0.6%	26
2022 Q2	$1.17M	Buy	117,491 +9,594	+9%	+$107K	0.53%	32
2022 Q1	$1.21M	Buy	107,897 +43,549	+68%	+$432K	0.5%	37
2021 Q4	$530K	Buy	64,348 +27,110	+73%	+$246K	0.23%	77
2021 Q3	$357K	Buy	37,238 +349	+0.9%	+$3.35K	0.14%	136
2021 Q2	$392K	Buy	36,889 +312	+0.9%	+$2.99K	0.16%	124
2021 Q1	$281K	Buy	36,577 +405	+1%	+$2.96K	0.12%	159
2020 Q4	$224K	Buy	36,172 +1,461	+4%	+$8.84K	0.09%	186
2020 Q3	$188K	Buy	34,711 +850	+3%	+$5.39K	0.08%	184
2020 Q2	$241K	Sell	33,861 -14,693	-30%	-$109K	0.11%	139
2020 Q1	$223K	Buy	48,554 +10,100	+26%	+$108K	0.08%	199
2019 Q4	$493K	Buy	+38,454	New	+$474K	0.17%	99

Other funds holding ET

CCM

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

Aurora Private Wealth's ET Position: Q2 2026 in Review

Aurora Private Wealth reduced its Energy Transfer Partners (ET) stake by 9.9% in Q2 2026, selling an estimated $349K and leaving 164,913 shares worth $3.15M. The position accounts for 2% of the portfolio, ranked #8.

Aurora Private Wealth first reported a position in ET in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.46M in Q4 2024. 461 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Aurora Private Wealth held 164,913 shares of Energy Transfer Partners worth $3.15M as of Q2 2026.
Aurora Private Wealth sold 18,025 Energy Transfer Partners shares in Q2 2026, an estimated $349K.
Energy Transfer Partners made up 2% of Aurora Private Wealth's portfolio in Q2 2026, its #8 holding.
Aurora Private Wealth first reported a position in Energy Transfer Partners in Q4 2019 and has held it in 26 quarters since.
Aurora Private Wealth's Energy Transfer Partners position peaked at $3.46M in Q4 2024.
461 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.