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Beaird Harris Wealth Management’s Energy Transfer Partners ET Stock Holding History

Beaird Harris Wealth Management’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 		$25.5K Hold
1,332
– – ﹤0.01% 318
2026
Q1 		$25.7K Hold
1,332
– – ﹤0.01% 297
2025
Q4 		$22K Hold
1,332
– – ﹤0.01% 330
2025
Q3 		$22.9K Hold
1,332
– – ﹤0.01% 320
2025
Q2 		$24.1K Hold
1,332
– – ﹤0.01% 314
2025
Q1 		$24.8K Sell
1,332
-820
-38% -$16K ﹤0.01% 294
2024
Q4 		$42.2K Buy
2,152
+820
+62% +$14.5K ﹤0.01% 240
2024
Q3 		$21.4K Sell
1,332
-1,369,299
-100% -$22M ﹤0.01% 289
2024
Q2 		$22.2M Hold
1,370,631
– – 2.09% 18
2024
Q1 		$21.6M Hold
1,370,631
– – 2.1% 18
2023
Q4 		$18.9M Hold
1,370,631
– – 1.98% 18
2023
Q3 		$19.2M Hold
1,370,631
– – 2.3% 18
2023
Q2 		$17.4M Sell
1,370,631
-1,248
-0.1% -$15.8K 2.08% 18
2023
Q1 		$17.1M Buy
1,371,879
+2,511
+0.2% +$31.7K 3.07% 14
2022
Q4 		$16.3M Hold
1,369,368
– – 3.04% 13
2022
Q3 		$15.1M Buy
1,369,368
+1,369,299
+1,984,491% +$15.2M 3.31% 13
2022
Q2 		$1K Sell
69
-1,369,299
-100% -$15.3M ﹤0.01% 369
2022
Q1 		$15.3M Hold
1,369,368
– – 5.54% 5
2021
Q4 		$11.3M Buy
+1,369,368
New +$12.4M 4.12% 5

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

Beaird Harris Wealth Management's ET Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 1,332 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Beaird Harris Wealth Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.2M in Q2 2024. 226 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Beaird Harris Wealth Management held 1,332 shares of Energy Transfer Partners worth $25.5K as of Q2 2026.
  • Beaird Harris Wealth Management left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Beaird Harris Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Energy Transfer Partners position peaked at $22.2M in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.