Concord Wealth Partners
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Concord Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Concord Wealth Partners’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 		$127K Buy
6,416
+100
+2% +$2.06K 0.01% 260
2026
Q2 		$121K Buy
+6,316
New +$122K 0.01% 270
2026
Q1 		– Sell
-8,124
Closed -$134K – 374
2025
Q4 		$134K Buy
8,124
+156
+2% +$2.6K 0.02% 227
2025
Q3 		$137K Buy
7,968
+149
+2% +$2.61K 0.02% 226
2025
Q2 		$142K Buy
7,819
+139
+2% +$2.43K 0.02% 238
2025
Q1 		$143K Sell
7,680
-4,608
-38% -$89.8K 0.02% 213
2024
Q4 		$241K Sell
12,288
-1,024
-8% -$18.1K 0.04% 190
2024
Q3 		$214K Buy
13,312
+1,171
+10% +$18.8K 0.04% 197
2024
Q2 		$197K Sell
12,141
-879
-7% -$13.8K 0.03% 196
2024
Q1 		$205K Buy
13,020
+110
+0.9% +$1.6K 0.04% 206
2023
Q4 		$178K Sell
12,910
-839
-6% -$11.4K 0.04% 211
2023
Q3 		$193K Buy
13,749
+189
+1% +$2.51K 0.04% 202
2023
Q2 		$172K Buy
13,560
+6,933
+105% +$87.9K 0.04% 208
2023
Q1 		$82.6K Buy
6,627
+23
+0.3% +$291 0.02% 275
2022
Q4 		$78.4K Buy
+6,604
New +$79.2K 0.02% 288
2022
Q3 		– Sell
-6,565
Closed -$66K – 454
2022
Q2 		$66K Buy
6,565
+17
+0.3% +$190 0.02% 322
2022
Q1 		$73K Buy
6,548
+15
+0.2% +$149 0.02% 361
2021
Q4 		$54K Buy
6,533
+901
+16% +$8.19K 0.01% 441
2021
Q3 		$54K Hold
5,632
– – 0.02% 200
2021
Q2 		$60K Hold
5,632
– – 0.02% 320
2021
Q1 		$43K Hold
5,632
– – 0.01% 363
2020
Q4 		$35K Buy
+5,632
New +$34.1K 0.03% 245

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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
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 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
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Concord Wealth Partners's ET Position: Q3 2026 in Review

Concord Wealth Partners increased its Energy Transfer Partners (ET) stake by 1.6% in Q3 2026, buying an estimated $2.06K and bringing the position to 6,416 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #260.

Concord Wealth Partners first reported a position in ET in Q4 2020 and has held it in 22 quarters since. The position peaked at $241K in Q4 2024. 1,133 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Concord Wealth Partners held 6,416 shares of Energy Transfer Partners worth $127K as of Q3 2026.
  • Concord Wealth Partners bought 100 Energy Transfer Partners shares in Q3 2026, an estimated $2.06K.
  • Energy Transfer Partners made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #260 holding.
  • Concord Wealth Partners first reported a position in Energy Transfer Partners in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Energy Transfer Partners position peaked at $241K in Q4 2024.
  • 1,133 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.