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

Finer 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	$331K	Sell	16,738 -1,959	-10%	-$40.4K	0.13%	73
2026 Q2	$357K	Sell	18,697 -6,248	-25%	-$121K	0.16%	68
2026 Q1	$481K	Sell	24,945 -3,500	-12%	-$64.1K	0.24%	60
2025 Q4	$469K	Sell	28,445 -148,468	-84%	-$2.47M	0.23%	60
2025 Q3	$3.04M	Sell	176,913 -7,500	-4%	-$131K	1.51%	19
2025 Q2	$3.34M	Buy	184,413 +8,643	+5%	+$151K	1.79%	16
2025 Q1	$3.27M	Buy	175,770 +3,133	+2%	+$61K	1.96%	14
2024 Q4	$3.38M	Buy	172,637 +12,223	+8%	+$216K	1.94%	15
2024 Q3	$2.57M	Buy	160,414 +19,923	+14%	+$321K	1.59%	19
2024 Q2	$2.28M	Sell	140,491 -13,235	-9%	-$208K	1.47%	19
2024 Q1	$2.42M	Buy	153,726 +39,237	+34%	+$571K	1.59%	19
2023 Q4	$1.58M	Buy	114,489 +24,253	+27%	+$330K	1.18%	27
2023 Q3	$1.27M	Buy	90,236 +28,902	+47%	+$383K	1.01%	30
2023 Q2	$779K	Hold	61,334	–	–	0.61%	40
2023 Q1	$765K	Buy	61,334 +23,547	+62%	+$298K	0.65%	40
2022 Q4	$449K	Hold	37,787	–	–	0.42%	55
2022 Q3	$417K	Hold	37,787	–	–	0.41%	56
2022 Q2	$377K	Hold	37,787	–	–	0.34%	58
2022 Q1	$423K	Buy	+37,787	New	+$375K	0.35%	56

Other funds holding ET

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Finer Wealth Management reduced its Energy Transfer Partners (ET) stake by 10% in Q3 2026, selling an estimated $40.4K and leaving 16,738 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #73.

Finer Wealth Management first reported a position in ET in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.38M in Q4 2024. 970 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Finer Wealth Management held 16,738 shares of Energy Transfer Partners worth $331K as of Q3 2026.
Finer Wealth Management sold 1,959 Energy Transfer Partners shares in Q3 2026, an estimated $40.4K.
Energy Transfer Partners made up 0.13% of Finer Wealth Management's portfolio in Q3 2026, its #73 holding.
Finer Wealth Management first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 19 quarters since.
Finer Wealth Management's Energy Transfer Partners position peaked at $3.38M in Q4 2024.
970 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.