COMPASS FINANCIAL MANAGEMENT LLC’s Energy Transfer Partners ET Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$395K	Buy	+19,488	New	+$377K	0.05%	303

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ET Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Energy Transfer Partners (ET) in Q2 2026: 19,488 shares worth $395K. The stake represents 0.05% of the portfolio and ranks #303 among its holdings.

1,018 funds tracked by Wall St. Rank hold ET as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 19,488 shares of Energy Transfer Partners worth $395K as of Q2 2026.
Energy Transfer Partners was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Energy Transfer Partners made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #303 holding.
1,018 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.