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

Evermay 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 		$36.5K Sell
1,844
-1,094
-37% -$22.6K ﹤0.01% 376
2026
Q2 		$56.2K Buy
2,938
+1,094
+59% +$21.2K 0.01% 344
2026
Q1 		$35.6K Hold
1,844
– – ﹤0.01% 342
2025
Q4 		$30.4K Hold
1,844
– – ﹤0.01% 353
2025
Q3 		$31.6K Hold
1,844
– – ﹤0.01% 355
2025
Q2 		$33.4K Hold
1,844
– – ﹤0.01% 345
2025
Q1 		$34.3K Hold
1,844
– – ﹤0.01% 352
2024
Q4 		$36.1K Hold
1,844
– – 0.01% 344
2024
Q3 		$29.6K Hold
1,844
– – ﹤0.01% 373
2024
Q2 		$29.9K Hold
1,844
– – ﹤0.01% 382
2024
Q1 		$29K Buy
1,844
+500
+37% +$7.28K ﹤0.01% 394
2023
Q4 		$18.5K Hold
1,344
– – ﹤0.01% 397
2023
Q3 		$18.9K Buy
+1,344
New +$17.8K ﹤0.01% 382

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Natixis
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NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Evermay Wealth Management reduced its Energy Transfer Partners (ET) stake by 37% in Q3 2026, selling an estimated $22.6K and leaving 1,844 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Evermay Wealth Management first reported a position in ET in Q3 2023 and has held it in 13 quarters since. The position peaked at $56.2K in Q2 2026. 818 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Evermay Wealth Management held 1,844 shares of Energy Transfer Partners worth $36.5K as of Q3 2026.
  • Evermay Wealth Management sold 1,094 Energy Transfer Partners shares in Q3 2026, an estimated $22.6K.
  • Energy Transfer Partners made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #376 holding.
  • Evermay Wealth Management first reported a position in Energy Transfer Partners in Q3 2023 and has held it in 13 quarters since.
  • Evermay Wealth Management's Energy Transfer Partners position peaked at $56.2K in Q2 2026.
  • 818 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.