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

Empirical 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	$1.04M	Buy	54,593 +5,086	+10%	+$98.5K	0.02%	397
2026 Q1	$955K	Buy	49,507 +9,821	+25%	+$180K	0.02%	369
2025 Q4	$654K	Sell	39,686 -19,858	-33%	-$331K	0.01%	433
2025 Q3	$1.02M	Buy	59,544 +28,356	+91%	+$497K	0.02%	324
2025 Q2	$565K	Sell	31,188 -2,033	-6%	-$35.5K	0.01%	401
2025 Q1	$618K	Sell	33,221 -783	-2%	-$15.3K	0.02%	370
2024 Q4	$666K	Buy	34,004 +3,775	+12%	+$66.9K	0.02%	338
2024 Q3	$485K	Buy	30,229 +373	+1%	+$6K	0.01%	376
2024 Q2	$484K	Sell	29,856 -2,867	-9%	-$45.1K	0.01%	367
2024 Q1	$515K	Buy	32,723 +13,294	+68%	+$194K	0.02%	338
2023 Q4	$268K	Buy	19,429 +332	+2%	+$4.51K	0.01%	419
2023 Q3	$268K	Sell	19,097 -4,737	-20%	-$62.8K	0.01%	390
2023 Q2	$303K	Buy	23,834 +6,552	+38%	+$83K	0.01%	371
2023 Q1	$216K	Buy	17,282 +29	+0.2%	+$366	0.01%	435
2022 Q4	$205K	Buy	17,253 +232	+1%	+$2.78K	0.01%	434
2022 Q3	$188K	Buy	17,021 +800	+5%	+$8.91K	0.01%	445
2022 Q2	$162K	Sell	16,221 -4,500	-22%	-$50.4K	0.01%	446
2022 Q1	$232K	Hold	20,721	–	–	0.01%	444
2021 Q4	$171K	Hold	20,721	–	–	0.01%	504
2021 Q3	$199K	Sell	20,721 -640	-3%	-$6.14K	0.01%	433
2021 Q2	$227K	Buy	+21,361	New	+$205K	0.01%	406

Other funds holding ET

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

CCM

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

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

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

Empirical Wealth Management increased its Energy Transfer Partners (ET) stake by 10% in Q2 2026, buying an estimated $98.5K and bringing the position to 54,593 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #397.

Empirical Wealth Management first reported a position in ET in Q2 2021 and has held it in 21 quarters since. 532 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Empirical Wealth Management held 54,593 shares of Energy Transfer Partners worth $1.04M as of Q2 2026.
Empirical Wealth Management bought 5,086 Energy Transfer Partners shares in Q2 2026, an estimated $98.5K.
Energy Transfer Partners made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #397 holding.
Empirical Wealth Management first reported a position in Energy Transfer Partners in Q2 2021 and has held it in 21 quarters since.
532 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.