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DWR Wealth Management’s Energy Transfer Partners ET Stock Holding History

DWR Wealth Management’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 		$191K Hold
10,000
– – 0.14% 53
2026
Q1 		$196K Hold
10,000
– – 0.17% 48
2025
Q4 		$165K Buy
+10,000
New +$166K 0.15% 47

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FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
SG
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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
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

DWR Wealth Management's ET Position: Q2 2026 in Review

DWR Wealth Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 10,000 shares worth $191K. The position accounts for 0.14% of the portfolio, ranked #53.

DWR Wealth Management first reported a position in ET in Q4 2025 and has held it in 3 quarters since. The position peaked at $196K in Q1 2026. 398 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • DWR Wealth Management held 10,000 shares of Energy Transfer Partners worth $191K as of Q2 2026.
  • DWR Wealth Management left its Energy Transfer Partners share count unchanged in Q2 2026.
  • Energy Transfer Partners made up 0.14% of DWR Wealth Management's portfolio in Q2 2026, its #53 holding.
  • DWR Wealth Management first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Energy Transfer Partners position peaked at $196K in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.