CMC Financial Group’s Energy Transfer Partners ET Stock Holding History

CMC Financial Group’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 Q1	$579K	Buy	+30,000	New	+$549K	1.14%	25
2022 Q4	–	Sell	-133,174	Closed	-$1.47M	–	21
2022 Q3	$1.47M	Buy	133,174 +7,696	+6%	+$85.7K	3.45%	6
2022 Q2	$1.25M	Sell	125,478 -934	-0.7%	-$10.5K	2.13%	12
2022 Q1	$1.5M	Buy	+126,412	New	+$1.25M	1.67%	14

Other funds holding ET

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CMC Financial Group's ET Position: Q1 2026 in Review

CMC Financial Group opened a new position in Energy Transfer Partners (ET) in Q1 2026: 30,000 shares worth $579K. The stake represents 1.14% of the portfolio and ranks #25 among its holdings. This is a return to the name: CMC Financial Group previously reported a position in ET as recently as Q3 2022.

CMC Financial Group first reported a position in ET in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.5M in Q1 2022. 1,292 funds tracked by Wall St. Rank hold ET as of Q1 2026.

CMC Financial Group held 30,000 shares of Energy Transfer Partners worth $579K as of Q1 2026.
Energy Transfer Partners was a new CMC Financial Group position in Q1 2026.
Energy Transfer Partners made up 1.14% of CMC Financial Group's portfolio in Q1 2026, its #25 holding.
CMC Financial Group first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 4 quarters since.
CMC Financial Group's Energy Transfer Partners position peaked at $1.5M in Q1 2022.
1,292 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2026.

Based on CMC Financial Group's 13F filing for Q1 2026, filed 8 May 2026.