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

HB 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
2022
Q1 		– Sell
-12,500
Closed -$103K – 600
2021
Q4 		$103K Buy
+12,500
New +$114K ﹤0.01% 510

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HB Wealth Management's ET Position: Q2 2026 in Review

HB Wealth Management increased its Energy Transfer Partners (ET) stake by 13% in Q2 2026, buying an estimated $489K and bringing the position to 215,505 shares worth $4.12M. The position accounts for 0.02% of the portfolio, ranked #312.

HB Wealth Management first reported a position in ET in Q4 2021 and has held it in 19 quarters since. 537 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • HB Wealth Management held 215,505 shares of Energy Transfer Partners worth $4.12M as of Q2 2026.
  • HB Wealth Management bought 25,232 Energy Transfer Partners shares in Q2 2026, an estimated $489K.
  • Energy Transfer Partners made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #312 holding.
  • HB Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and has held it in 19 quarters since.
  • 537 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.