Cornerstone Advisory’s Energy Transfer Partners ET Stock Holding History

Cornerstone 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	$2.09M	Buy	109,070 +2,510	+2%	+$48.6K	0.17%	84
2026 Q1	$2.06M	Buy	106,560 +2,701	+3%	+$49.5K	0.19%	79
2025 Q4	$1.71M	Sell	103,859 -22,744	-18%	-$379K	0.16%	81
2025 Q3	$2.17M	Buy	126,603 +21,028	+20%	+$369K	0.21%	65
2025 Q2	$1.91M	Buy	105,575 +3,819	+4%	+$66.6K	0.21%	68
2025 Q1	$1.61M	Buy	101,756 +69,533	+216%	+$1.35M	0.19%	69
2024 Q4	$644K	Buy	32,223 +10,062	+45%	+$178K	0.07%	126
2024 Q3	$356K	Buy	22,161 +81	+0.4%	+$1.3K	0.05%	164
2024 Q2	$358K	Sell	22,080 -39,920	-64%	-$627K	0.05%	150
2024 Q1	$975K	Buy	62,000 +1,549	+3%	+$22.6K	0.14%	88
2023 Q4	$834K	Buy	60,451 +6,881	+13%	+$93.5K	0.13%	98
2023 Q3	$752K	Buy	53,570 +2,900	+6%	+$38.5K	0.13%	100
2023 Q2	$644K	Sell	50,670 -4,700	-8%	-$59.6K	0.11%	117
2023 Q1	$690K	Sell	55,370 -4,050	-7%	-$51.2K	0.12%	114
2022 Q4	$705K	Sell	59,420 -4,438	-7%	-$53.2K	0.14%	100
2022 Q3	$704K	Buy	63,858 +13,000	+26%	+$145K	0.16%	93
2022 Q2	$508K	Sell	50,858 -56,216	-53%	-$630K	0.12%	116
2022 Q1	$1.2M	Sell	107,074 -1,250	-1%	-$12.4K	0.18%	95
2021 Q4	$892K	Hold	108,324	–	–	0.13%	122
2021 Q3	$1.04M	Sell	108,324 -53,521	-33%	-$514K	0.17%	95
2021 Q2	$1.72M	Buy	161,845 +4,122	+3%	+$39.5K	0.29%	61
2021 Q1	$1.21M	Buy	157,723 +68	+0%	+$497	0.23%	82
2020 Q4	$974K	Sell	157,655 -34,994	-18%	-$212K	0.2%	96
2020 Q3	$1.04M	Buy	192,649 +72,340	+60%	+$459K	0.24%	81
2020 Q2	$857K	Buy	120,309 +98,997	+465%	+$734K	0.22%	81
2020 Q1	$98K	Buy	+21,312	New	+$227K	0.03%	153

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Cornerstone Advisory's ET Position: Q2 2026 in Review

Cornerstone Advisory increased its Energy Transfer Partners (ET) stake by 2.4% in Q2 2026, buying an estimated $48.6K and bringing the position to 109,070 shares worth $2.09M. The position accounts for 0.17% of the portfolio, ranked #84.

Cornerstone Advisory first reported a position in ET in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.17M in Q3 2025. 532 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Cornerstone Advisory held 109,070 shares of Energy Transfer Partners worth $2.09M as of Q2 2026.
Cornerstone Advisory bought 2,510 Energy Transfer Partners shares in Q2 2026, an estimated $48.6K.
Energy Transfer Partners made up 0.17% of Cornerstone Advisory's portfolio in Q2 2026, its #84 holding.
Cornerstone Advisory first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 26 quarters since.
Cornerstone Advisory's Energy Transfer Partners position peaked at $2.17M in Q3 2025.
532 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.