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Cary Street Partners Investment Advisory’s Energy Transfer Partners ET Stock Holding History

Cary Street Partners Investment Advisory’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 		$3.01M Hold
157,220
– – 0.61% 41
2026
Q1 		$3.03M Hold
157,220
– – 0.78% 28
2025
Q4 		$2.59M Hold
157,220
– – 0.7% 31
2025
Q3 		$2.7M Hold
157,220
– – 1.13% 12
2025
Q2 		$2.85M Hold
157,220
– – 1.38% 9
2025
Q1 		$2.92M Sell
157,220
-6,660
-4% -$130K 1.69% 7
2024
Q4 		$3.21M Sell
163,880
-75,402
-32% -$1.34M 2.11% 5
2024
Q3 		$3.84M Sell
239,282
-14,636
-6% -$235K 0.14% 167
2024
Q2 		$4.12M Sell
253,918
-9,825
-4% -$154K 0.17% 144
2024
Q1 		$4.15M Buy
263,743
+249,387
+1,737% +$3.63M 0.18% 147
2023
Q4 		$198K Buy
14,356
+9,600
+202% +$130K 0.01% 626
2023
Q3 		$66.7K Buy
4,756
+1,291
+37% +$17.1K ﹤0.01% 791
2023
Q2 		$44K Buy
3,465
+1,209
+54% +$15.3K ﹤0.01% 852
2023
Q1 		$28.1K Buy
2,256
+50
+2% +$632 ﹤0.01% 886
2022
Q4 		$26.2K Buy
+2,206
New +$26.5K ﹤0.01% 901
2021
Q1 		– Sell
-13,709
Closed -$85K – 347
2020
Q4 		$85K Buy
+13,709
New +$82.9K 0.02% 349

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Cary Street Partners Investment Advisory's ET Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its Energy Transfer Partners (ET) position steady in Q2 2026 at 157,220 shares worth $3.01M. The position accounts for 0.61% of the portfolio, ranked #41.

Cary Street Partners Investment Advisory first reported a position in ET in Q4 2020 and has held it in 16 quarters since. The position peaked at $4.15M in Q1 2024. 950 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Cary Street Partners Investment Advisory held 157,220 shares of Energy Transfer Partners worth $3.01M as of Q2 2026.
  • Cary Street Partners Investment Advisory left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.61% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #41 holding.
  • Cary Street Partners Investment Advisory first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's Energy Transfer Partners position peaked at $4.15M in Q1 2024.
  • 950 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.