DWR Wealth Management
ET icon

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
Q3 		$199K Hold
10,000
– – 0.14% 55
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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LPL Financial
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Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
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Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

DWR Wealth Management's ET Position: Q3 2026 in Review

DWR Wealth Management held its Energy Transfer Partners (ET) position steady in Q3 2026 at 10,000 shares worth $199K. The position accounts for 0.14% of the portfolio, ranked #55.

DWR Wealth Management first reported a position in ET in Q4 2025 and has held it in 4 quarters since. 843 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • DWR Wealth Management held 10,000 shares of Energy Transfer Partners worth $199K as of Q3 2026.
  • DWR Wealth Management left its Energy Transfer Partners share count unchanged in Q3 2026.
  • Energy Transfer Partners made up 0.14% of DWR Wealth Management's portfolio in Q3 2026, its #55 holding.
  • DWR Wealth Management first reported a position in Energy Transfer Partners in Q4 2025 and has held it in 4 quarters since.
  • 843 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.