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

Cyndeo 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	$491K	Sell	25,654 -109	-0.4%	-$2.11K	0.02%	354
2026 Q1	$497K	Buy	25,763 +1,681	+7%	+$30.8K	0.03%	328
2025 Q4	$397K	Buy	24,082 +105	+0.4%	+$1.75K	0.02%	358
2025 Q3	$411K	Buy	23,977 +2,146	+10%	+$37.6K	0.02%	336
2025 Q2	$396K	Buy	21,831 +10,113	+86%	+$176K	0.02%	334
2025 Q1	$218K	Sell	11,718 -2,190	-16%	-$42.7K	0.01%	427
2024 Q4	$272K	Buy	+13,908	New	+$246K	0.02%	378

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its Energy Transfer Partners (ET) stake by 0.42% in Q2 2026, selling an estimated $2.11K and leaving 25,654 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #354.

Cyndeo Wealth Partners first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $497K in Q1 2026. 280 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Cyndeo Wealth Partners held 25,654 shares of Energy Transfer Partners worth $491K as of Q2 2026.
Cyndeo Wealth Partners sold 109 Energy Transfer Partners shares in Q2 2026, an estimated $2.11K.
Energy Transfer Partners made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #354 holding.
Cyndeo Wealth Partners first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Energy Transfer Partners position peaked at $497K in Q1 2026.
280 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.