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Compass Financial Group (South Dakota)’s Energy Transfer Partners ET Stock Holding History

Compass Financial Group (South Dakota)’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 		$964K Buy
50,442
+15
+0% +$290 0.11% 53
2026
Q1 		$973K Buy
50,427
+175
+0.3% +$3.2K 0.14% 43
2025
Q4 		$829K Sell
50,252
-35
-0.1% -$583 0.12% 45
2025
Q3 		$863K Buy
50,287
+14
+0% +$245 0.13% 42
2025
Q2 		$911K Buy
50,273
+13
+0% +$227 0.15% 41
2025
Q1 		$934K Buy
50,260
+151
+0.3% +$2.94K 0.18% 39
2024
Q4 		$982K Buy
50,109
+12
+0% +$213 0.19% 38
2024
Q3 		$804K Buy
50,097
+248
+0.5% +$3.99K 0.16% 38
2024
Q2 		$809K Sell
49,849
-691
-1% -$10.9K 0.18% 37
2024
Q1 		$795K Sell
50,540
-1,306
-3% -$19K 0.18% 36
2023
Q4 		$715K Sell
51,846
-627
-1% -$8.52K 0.19% 39
2023
Q3 		$736K Buy
52,473
+5,014
+11% +$66.5K 0.22% 39
2023
Q2 		$603K Buy
47,459
+215
+0.5% +$2.73K 0.18% 42
2023
Q1 		$589K Buy
47,244
+501
+1% +$6.33K 0.19% 40
2022
Q4 		$555K Buy
+46,743
New +$561K 0.2% 41

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Compass Financial Group (South Dakota)'s ET Position: Q2 2026 in Review

Compass Financial Group (South Dakota) increased its Energy Transfer Partners (ET) stake by 0.03% in Q2 2026, buying an estimated $290 and bringing the position to 50,442 shares worth $964K. The position accounts for 0.11% of the portfolio, ranked #53.

Compass Financial Group (South Dakota) first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $982K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Compass Financial Group (South Dakota) held 50,442 shares of Energy Transfer Partners worth $964K as of Q2 2026.
  • Compass Financial Group (South Dakota) bought 15 Energy Transfer Partners shares in Q2 2026, an estimated $290.
  • Energy Transfer Partners made up 0.11% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #53 holding.
  • Compass Financial Group (South Dakota) first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
  • Compass Financial Group (South Dakota)'s Energy Transfer Partners position peaked at $982K in Q4 2024.
  • 1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.