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

Curated 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
Q2 		– Sell
-17,450
Closed -$337K – 852
2026
Q1 		$337K Hold
17,450
– – 0.04% 142
2025
Q4 		$288K Buy
17,450
+850
+5% +$14.1K 0.03% 159
2025
Q3 		$285K Hold
16,600
– – 0.03% 127
2025
Q2 		$301K Hold
16,600
– – 0.04% 123
2025
Q1 		$309K Buy
16,600
+1,000
+6% +$19.5K 0.04% 122
2024
Q4 		$306K Buy
+15,600
New +$276K 0.03% 115

Other funds holding ET

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Cambridge Investment Research Advisors
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

Curated Wealth Partners's ET Position: Q2 2026 in Review

Curated Wealth Partners sold out of Energy Transfer Partners (ET) in Q2 2026, closing a stake of 17,450 shares — an estimated $337K sold.

Curated Wealth Partners first reported a position in ET in Q4 2024 and held it in 6 quarters. The position peaked at $337K in Q1 2026. 484 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Curated Wealth Partners reported no remaining Energy Transfer Partners position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 17,450 Energy Transfer Partners shares in Q2 2026, an estimated $337K.
  • Curated Wealth Partners first reported a position in Energy Transfer Partners in Q4 2024 and held it in 6 quarters.
  • Curated Wealth Partners's Energy Transfer Partners position peaked at $337K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.