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Fortem Financial Group’s Energy Transfer Partners ET Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-3,000
Closed -$19K – 247
2020
Q4 		$19K Buy
+3,000
New +$18.1K 0.01% 317

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CCM
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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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fortem Financial Group's ET Position: Q2 2026 in Review

Fortem Financial Group reduced its Energy Transfer Partners (ET) stake by 7.1% in Q2 2026, selling an estimated $215K and leaving 144,704 shares worth $2.77M. The position accounts for 0.56% of the portfolio, ranked #49.

Fortem Financial Group first reported a position in ET in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.03M in Q4 2024. 668 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Fortem Financial Group held 144,704 shares of Energy Transfer Partners worth $2.77M as of Q2 2026.
  • Fortem Financial Group sold 11,100 Energy Transfer Partners shares in Q2 2026, an estimated $215K.
  • Energy Transfer Partners made up 0.56% of Fortem Financial Group's portfolio in Q2 2026, its #49 holding.
  • Fortem Financial Group first reported a position in Energy Transfer Partners in Q2 2019 and has held it in 27 quarters since.
  • Fortem Financial Group's Energy Transfer Partners position peaked at $4.03M in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.