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Evergreen Capital Management’s Energy Transfer Partners ET Stock Holding History

Evergreen Capital 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
2020
Q3 		– Sell
-1,000
Closed -$7K – 429
2020
Q2 		$7K Hold
1,000
– – ﹤0.01% 396
2020
Q1 		$5K Hold
1,000
– – ﹤0.01% 373
2019
Q4 		$13K Buy
+1,000
New +$12.3K ﹤0.01% 475

Other funds holding ET

AA
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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
Cambridge Investment Research Advisors
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

Evergreen Capital Management's ET Position: Q2 2026 in Review

Evergreen Capital Management reduced its Energy Transfer Partners (ET) stake by 2% in Q2 2026, selling an estimated $332K and leaving 845,478 shares worth $16.2M. The position accounts for 0.28% of the portfolio, ranked #76.

Evergreen Capital Management first reported a position in ET in Q2 2014 and has held it in 37 quarters since. The position peaked at $18.8M in Q4 2024. 532 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Evergreen Capital Management held 845,478 shares of Energy Transfer Partners worth $16.2M as of Q2 2026.
  • Evergreen Capital Management sold 17,120 Energy Transfer Partners shares in Q2 2026, an estimated $332K.
  • Energy Transfer Partners made up 0.28% of Evergreen Capital Management's portfolio in Q2 2026, its #76 holding.
  • Evergreen Capital Management first reported a position in Energy Transfer Partners in Q2 2014 and has held it in 37 quarters since.
  • Evergreen Capital Management's Energy Transfer Partners position peaked at $18.8M in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.