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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
2025
Q4 		– Sell
-200,000
Closed -$34.3K – 1073
2025
Q3 		$34.3K Buy
+200,000
New +$3.51M ﹤0.01% 1022

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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
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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 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. 408 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.
  • 408 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.