Curi RMB Capital’s Energy Transfer Partners ET Stock Holding History

Curi RMB Capital’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	$2.38M	Sell	124,271 -7,857	-6%	-$152K	0.04%	325
2026 Q1	$2.55M	Buy	132,128 +34,270	+35%	+$628K	0.05%	295
2025 Q4	$1.61M	Buy	97,858 +12,921	+15%	+$215K	0.03%	376
2025 Q3	$1.46M	Hold	84,937	–	–	0.03%	374
2025 Q2	$1.54M	Buy	+84,937	New	+$1.48M	0.03%	358
2025 Q1	–	Sell	-46,634	Closed	-$914K	–	495
2024 Q4	$914K	Buy	46,634 +1,704	+4%	+$30.2K	0.02%	346
2024 Q3	$721K	Buy	44,930 +3,608	+9%	+$58K	0.02%	384
2024 Q2	$670K	Sell	41,322 -33,288	-45%	-$523K	0.02%	379
2024 Q1	$1.17M	Sell	74,610 -85	-0.1%	-$1.24K	0.03%	326
2023 Q4	$1.03M	Buy	74,695 +15,330	+26%	+$208K	0.03%	287
2023 Q3	$833K	Hold	59,365	–	–	0.03%	300
2023 Q2	$754K	Sell	59,365 -101	-0.2%	-$1.28K	0.02%	319
2023 Q1	$742K	Buy	59,466 +1,534	+3%	+$19.4K	0.03%	312
2022 Q4	$688K	Hold	57,932	–	–	0.02%	325
2022 Q3	$639K	Sell	57,932 -110	-0.2%	-$1.23K	0.02%	329
2022 Q2	$579K	Hold	58,042	–	–	0.02%	334
2022 Q1	$649K	Buy	58,042 +5,834	+11%	+$57.8K	0.02%	308
2021 Q4	$430K	Buy	52,208 +17,114	+49%	+$156K	0.01%	367
2021 Q3	$336K	Hold	35,094	–	–	0.01%	380
2021 Q2	$373K	Buy	35,094 +4,446	+15%	+$42.6K	0.01%	387
2021 Q1	$235K	Sell	30,648 -135	-0.4%	-$986	0.01%	421
2020 Q4	$190K	Sell	30,783 -111,714	-78%	-$676K	0.01%	553
2020 Q3	$772K	Sell	142,497 -25,518	-15%	-$162K	0.03%	346
2020 Q2	$1.2M	Sell	168,015 -107,698	-39%	-$798K	0.05%	276
2020 Q1	$1.27M	Buy	275,713 +55,117	+25%	+$587K	0.06%	256
2019 Q4	$2.83M	Buy	220,596 +12,086	+6%	+$149K	0.08%	225
2019 Q3	$2.73M	Buy	+208,510	New	+$2.91M	0.07%	255
2017 Q2	–	Sell	-57,400	Closed	-$1.13M	–	743
2017 Q1	$1.13M	Buy	+57,400	New	+$1.08M	0.05%	291

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Curi RMB Capital's ET Position: Q2 2026 in Review

Curi RMB Capital reduced its Energy Transfer Partners (ET) stake by 5.9% in Q2 2026, selling an estimated $152K and leaving 124,271 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #325.

Curi RMB Capital first reported a position in ET in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.83M in Q4 2019. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Curi RMB Capital held 124,271 shares of Energy Transfer Partners worth $2.38M as of Q2 2026.
Curi RMB Capital sold 7,857 Energy Transfer Partners shares in Q2 2026, an estimated $152K.
Energy Transfer Partners made up 0.04% of Curi RMB Capital's portfolio in Q2 2026, its #325 holding.
Curi RMB Capital first reported a position in Energy Transfer Partners in Q1 2017 and has held it in 28 quarters since.
Curi RMB Capital's Energy Transfer Partners position peaked at $2.83M in Q4 2019.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.