GI
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Gradient Investments’s Energy Transfer Partners ET Stock Holding History

Gradient Investments’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 		– Sell
-21,866
Closed -$418K – 468
2026
Q2 		$418K Sell
21,866
-2,335
-10% -$45.2K 0.01% 378
2026
Q1 		$467K Buy
24,201
+535
+2% +$9.8K 0.01% 355
2025
Q4 		$390K Buy
23,666
+1,093
+5% +$18.2K 0.01% 294
2025
Q3 		$387K Buy
+22,573
New +$396K 0.01% 317
2024
Q3 		– Sell
-1,229
Closed -$19.9K – 617
2024
Q2 		$19.9K Sell
1,229
-1
-0.1% -$16 ﹤0.01% 639
2024
Q1 		$19.3K Sell
1,230
-3,254
-73% -$47.4K ﹤0.01% 552
2023
Q4 		$61.9K Buy
4,484
+1,673
+60% +$22.7K ﹤0.01% 501
2023
Q3 		$39.4K Sell
2,811
-183
-6% -$2.43K ﹤0.01% 553
2023
Q2 		$38K Buy
2,994
+717
+31% +$9.09K ﹤0.01% 558
2023
Q1 		$28.4K Buy
2,277
+199
+10% +$2.52K ﹤0.01% 606
2022
Q4 		$24.7K Sell
2,078
-369
-15% -$4.43K ﹤0.01% 651
2022
Q3 		$27K Hold
2,447
– – ﹤0.01% 604
2022
Q2 		$24K Buy
2,447
+1,229
+101% +$13.8K ﹤0.01% 611
2022
Q1 		$14K Buy
1,218
+15
+1% +$149 ﹤0.01% 710
2021
Q4 		$10K Buy
1,203
+768
+177% +$6.98K ﹤0.01% 787
2021
Q3 		$4K Hold
435
– – ﹤0.01% 911
2021
Q2 		$5K Hold
435
– – ﹤0.01% 873
2021
Q1 		$3K Hold
435
– – ﹤0.01% 951
2020
Q4 		$2K Hold
435
– – ﹤0.01% 949
2020
Q3 		$2K Hold
435
– – ﹤0.01% 954
2020
Q2 		$3K Sell
435
-9,310
-96% -$69K ﹤0.01% 826
2020
Q1 		$45K Buy
9,745
+9,286
+2,023% +$98.9K ﹤0.01% 361
2019
Q4 		$6K Hold
459
– – ﹤0.01% 787
2019
Q3 		$6K Hold
459
– – ﹤0.01% 769
2019
Q2 		$6K Buy
459
+435
+1,813% +$6.44K ﹤0.01% 741
2019
Q1 		$0 Hold
24
– – ﹤0.01% 899
2018
Q4 		$0 Buy
+24
New +$364 ﹤0.01% 961
2016
Q2 		– Sell
-20
Closed – – 732
2016
Q1 		$0 Buy
+20
New +$157 ﹤0.01% 746
2013
Q4 		– Sell
-232
Closed -$4K – 598
2013
Q3 		$4K Buy
+232
New +$3.69K ﹤0.01% 353

Other funds holding ET

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Gradient Investments's ET Position: Q3 2026 in Review

Gradient Investments sold out of Energy Transfer Partners (ET) in Q3 2026, closing a stake of 21,866 shares — an estimated $418K sold.

Gradient Investments first reported a position in ET in Q3 2013 and held it in 29 quarters. The position peaked at $467K in Q1 2026. 47 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Gradient Investments reported no remaining Energy Transfer Partners position as of Q3 2026 after selling out during the quarter.
  • Gradient Investments sold 21,866 Energy Transfer Partners shares in Q3 2026, an estimated $418K.
  • Gradient Investments first reported a position in Energy Transfer Partners in Q3 2013 and held it in 29 quarters.
  • Gradient Investments's Energy Transfer Partners position peaked at $467K in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.