Fiduciary Alliance
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Fiduciary Alliance’s Energy Transfer Partners ET Stock Holding History

Fiduciary Alliance’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 		$871K Sell
44,041
-348
-0.8% -$7.18K 0.07% 248
2026
Q2 		$849K Buy
44,389
+461
+1% +$8.93K 0.06% 287
2026
Q1 		$822K Sell
43,928
-1,691
-4% -$31K 0.05% 290
2025
Q4 		$752K Buy
45,619
+1,866
+4% +$31.1K 0.05% 278
2025
Q3 		$751K Sell
43,753
-251
-0.6% -$4.4K 0.05% 272
2025
Q2 		$798K Buy
44,004
+8,069
+22% +$141K 0.06% 253
2025
Q1 		$668K Buy
+35,935
New +$700K 0.07% 217
2023
Q3 		– Sell
-452
Closed -$5.74K – 408
2023
Q2 		$5.74K Buy
+452
New +$5.73K ﹤0.01% 673
2023
Q1 		– Sell
-703
Closed -$8.35K – 372
2022
Q4 		$8.35K Buy
+703
New +$8.43K ﹤0.01% 445

Other funds holding ET

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
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

Fiduciary Alliance's ET Position: Q3 2026 in Review

Fiduciary Alliance reduced its Energy Transfer Partners (ET) stake by 0.78% in Q3 2026, selling an estimated $7.18K and leaving 44,041 shares worth $871K. The position accounts for 0.07% of the portfolio, ranked #248.

Fiduciary Alliance first reported a position in ET in Q4 2022 and has held it in 9 quarters since. 812 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Fiduciary Alliance held 44,041 shares of Energy Transfer Partners worth $871K as of Q3 2026.
  • Fiduciary Alliance sold 348 Energy Transfer Partners shares in Q3 2026, an estimated $7.18K.
  • Energy Transfer Partners made up 0.07% of Fiduciary Alliance's portfolio in Q3 2026, its #248 holding.
  • Fiduciary Alliance first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 9 quarters since.
  • 812 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.