Beam Wealth Advisors
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Beam Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Beam 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
Q3 		$650K Sell
32,862
-680
-2% -$14K 0.14% 94
2026
Q2 		$641K Buy
33,542
+108
+0.3% +$2.09K 0.14% 94
2026
Q1 		$645K Sell
33,434
-2,444
-7% -$44.8K 0.16% 89
2025
Q4 		$592K Buy
35,878
+924
+3% +$15.4K 0.16% 87
2025
Q3 		$600K Sell
34,954
-5,415
-13% -$94.9K 0.16% 89
2025
Q2 		$732K Buy
40,369
+435
+1% +$7.59K 0.22% 83
2025
Q1 		$742K Buy
39,934
+585
+1% +$11.4K 0.25% 76
2024
Q4 		$771K Sell
39,349
-4,871
-11% -$86.3K 0.24% 76
2024
Q3 		$710K Buy
44,220
+3,137
+8% +$50.5K 0.22% 79
2024
Q2 		$666K Buy
41,083
+30,864
+302% +$485K 0.22% 75
2024
Q1 		$161K Buy
+10,219
New +$149K 0.1% 111
2020
Q3 		– Sell
-13,206
Closed -$81K – 138
2020
Q2 		$81K Buy
+13,206
New +$97.9K 0.08% 131

Other funds holding ET

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Beam Wealth Advisors's ET Position: Q3 2026 in Review

Beam Wealth Advisors reduced its Energy Transfer Partners (ET) stake by 2% in Q3 2026, selling an estimated $14K and leaving 32,862 shares worth $650K. The position accounts for 0.14% of the portfolio, ranked #94.

Beam Wealth Advisors first reported a position in ET in Q2 2020 and has held it in 12 quarters since. The position peaked at $771K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Beam Wealth Advisors held 32,862 shares of Energy Transfer Partners worth $650K as of Q3 2026.
  • Beam Wealth Advisors sold 680 Energy Transfer Partners shares in Q3 2026, an estimated $14K.
  • Energy Transfer Partners made up 0.14% of Beam Wealth Advisors's portfolio in Q3 2026, its #94 holding.
  • Beam Wealth Advisors first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 12 quarters since.
  • Beam Wealth Advisors's Energy Transfer Partners position peaked at $771K in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.