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B. Riley Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

B. Riley 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
Q2 		$1.88M Buy
98,401
+4,548
+5% +$88.1K 0.1% 191
2026
Q1 		$1.84M Sell
93,853
-5,463
-6% -$100K 0.12% 172
2025
Q4 		$1.64M Sell
99,316
-455
-0.5% -$7.57K 0.08% 242
2025
Q3 		$1.71M Buy
99,771
+2,459
+3% +$43.1K 0.08% 237
2025
Q2 		$1.76M Buy
+97,312
New +$1.7M 0.08% 232
2024
Q4 		$5.41M Sell
275,926
-303
-0.1% -$5.37K 0.18% 127
2024
Q3 		$4.44M Sell
276,229
-358,395
-56% -$5.77M 0.12% 177
2024
Q2 		$10.3M Sell
634,624
-214,312
-25% -$3.37M 0.26% 79
2024
Q1 		$11.9M Buy
848,936
+47,324
+6% +$689K 0.32% 63
2023
Q4 		$11.1M Sell
801,612
-47,324
-6% -$643K 0.3% 66
2023
Q3 		$11.9M Buy
848,936
+95,032
+13% +$1.26M 0.32% 63
2023
Q2 		$9.57M Buy
753,904
+66,204
+10% +$839K 0.21% 94
2023
Q1 		$8.58M Buy
687,700
+48,217
+8% +$609K 0.23% 94
2022
Q4 		$7.59M Buy
639,483
+78,588
+14% +$943K 0.21% 108
2022
Q3 		$6.19M Buy
560,895
+486,630
+655% +$5.42M 0.19% 122
2022
Q2 		$742K Sell
74,265
-1,779
-2% -$19.9K 0.03% 510
2022
Q1 		$851K Sell
76,044
-9,852
-11% -$97.7K 0.03% 537
2021
Q4 		$707K Buy
85,896
+7,023
+9% +$63.8K 0.02% 646
2021
Q3 		$756K Sell
78,873
-2,921
-4% -$28K 0.02% 617
2021
Q2 		$869K Buy
81,794
+11,688
+17% +$112K 0.03% 558
2021
Q1 		$539K Buy
70,106
+32,090
+84% +$234K 0.02% 700
2020
Q4 		$236K Buy
38,016
+1,100
+3% +$6.66K 0.01% 869
2020
Q3 		$202K Buy
36,916
+1,678
+5% +$10.7K 0.01% 840
2020
Q2 		$251K Sell
35,238
-23,627
-40% -$175K 0.02% 688
2020
Q1 		$271K Buy
58,865
+20,146
+52% +$215K 0.02% 573
2019
Q4 		$498K Sell
38,719
-1,516
-4% -$18.7K 0.04% 438
2019
Q3 		$528K Sell
40,235
-465
-1% -$6.48K 0.05% 390
2019
Q2 		$581K Buy
40,700
+6,999
+21% +$104K 0.06% 320
2019
Q1 		$508K Buy
33,701
+6,231
+23% +$92.6K 0.06% 339
2018
Q4 		$364K Buy
+27,470
New +$417K 0.05% 384
2017
Q2 		– Sell
-20,190
Closed -$399K – 531
2017
Q1 		$399K Buy
20,190
+253
+1% +$4.77K 0.08% 278
2016
Q4 		$386K Buy
19,937
+457
+2% +$7.63K 0.08% 286
2016
Q3 		$328K Buy
+19,480
New +$329K 0.06% 380
2015
Q3 		– Sell
-8,888
Closed -$286K – 573
2015
Q2 		$286K Sell
8,888
-9,780
-52% -$328K 0.07% 346
2015
Q1 		$591K Sell
18,668
-14,410
-44% -$427K 0.14% 185
2014
Q4 		$4.6K Buy
33,078
+16,292
+97% +$469K 0.1% 269
2014
Q3 		$518K Sell
16,786
-502
-3% -$14.7K 0.13% 202
2014
Q2 		$255K Buy
17,288
+8,592
+99% +$217K 0.06% 371
2014
Q1 		$203K Buy
+8,696
New +$188K 0.06% 382
2013
Q3 		– Sell
-7,352
Closed -$110K – 689
2013
Q2 		$110K Buy
+7,352
New +$107K 0.04% 519

Other funds holding ET

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

B. Riley Wealth Advisors's ET Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Energy Transfer Partners (ET) stake by 4.8% in Q2 2026, buying an estimated $88.1K and bringing the position to 98,401 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #191.

B. Riley Wealth Advisors first reported a position in ET in Q2 2013 and has held it in 40 quarters since. The position peaked at $11.9M in Q1 2024. 280 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • B. Riley Wealth Advisors held 98,401 shares of Energy Transfer Partners worth $1.88M as of Q2 2026.
  • B. Riley Wealth Advisors bought 4,548 Energy Transfer Partners shares in Q2 2026, an estimated $88.1K.
  • Energy Transfer Partners made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • B. Riley Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2013 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's Energy Transfer Partners position peaked at $11.9M in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.