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Avidian Wealth Enterprises’s Energy Transfer Partners ET Stock Holding History

Avidian Wealth Enterprises’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 		$1.71M Buy
86,614
+32,859
+61% +$678K 0.05% 241
2026
Q2 		$1.03M Sell
53,755
-51,695
-49% -$1M 0.03% 313
2026
Q1 		$2.04M Sell
105,450
-308
-0.3% -$5.64K 0.06% 189
2025
Q4 		$1.74M Sell
105,758
-2,646
-2% -$44K 0.06% 159
2025
Q3 		$1.86M Buy
108,404
+6,726
+7% +$118K 0.07% 148
2025
Q2 		$1.84M Sell
101,678
-6,050
-6% -$106K 0.07% 138
2025
Q1 		$2M Buy
107,728
+4,962
+5% +$96.7K 0.09% 124
2024
Q4 		$2.01M Sell
102,766
-16,125
-14% -$286K 0.09% 119
2024
Q3 		$1.91M Buy
118,891
+10,465
+10% +$168K 0.09% 120
2024
Q2 		$1.76M Buy
108,426
+82,406
+317% +$1.3M 0.07% 128
2024
Q1 		$409K Sell
26,020
-9,323
-26% -$136K 0.02% 297
2023
Q4 		$488K Sell
35,343
-2,106
-6% -$28.6K 0.03% 272
2023
Q3 		$525K Buy
37,449
+2,753
+8% +$36.5K 0.04% 246
2023
Q2 		$441K Sell
34,696
-57,095
-62% -$724K 0.03% 285
2023
Q1 		$1.14M Buy
91,791
+16,257
+22% +$205K 0.06% 182
2022
Q4 		$897K Buy
75,534
+2,226
+3% +$26.7K 0.06% 191
2022
Q3 		$809K Buy
73,308
+11,461
+19% +$128K 0.06% 172
2022
Q2 		$617K Buy
61,847
+6,287
+11% +$70.4K 0.04% 235
2022
Q1 		$622K Sell
55,560
-7,292
-12% -$72.3K 0.04% 264
2021
Q4 		$517K Sell
62,852
-5,257
-8% -$47.8K 0.03% 293
2021
Q3 		$652K Sell
68,109
-1,379
-2% -$13.2K 0.05% 182
2021
Q2 		$739K Buy
69,488
+9,980
+17% +$95.6K 0.06% 160
2021
Q1 		$457K Buy
59,508
+10,170
+21% +$74.3K 0.04% 225
2020
Q4 		$305K Buy
49,338
+727
+1% +$4.4K 0.03% 256
2020
Q3 		$263K Sell
48,611
-1,500
-3% -$9.52K 0.03% 234
2020
Q2 		$357K Buy
50,111
+987
+2% +$7.31K 0.05% 169
2020
Q1 		$226K Buy
49,124
+17,667
+56% +$188K 0.04% 181
2019
Q4 		$404K Hold
31,457
– – 0.06% 140
2019
Q3 		$411K Buy
+31,457
New +$439K 0.07% 114

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
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
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Avidian Wealth Enterprises's ET Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Energy Transfer Partners (ET) stake by 61% in Q3 2026, buying an estimated $678K and bringing the position to 86,614 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #241.

Avidian Wealth Enterprises first reported a position in ET in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.04M in Q1 2026. 57 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Avidian Wealth Enterprises held 86,614 shares of Energy Transfer Partners worth $1.71M as of Q3 2026.
  • Avidian Wealth Enterprises bought 32,859 Energy Transfer Partners shares in Q3 2026, an estimated $678K.
  • Energy Transfer Partners made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #241 holding.
  • Avidian Wealth Enterprises first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 29 quarters since.
  • Avidian Wealth Enterprises's Energy Transfer Partners position peaked at $2.04M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.