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HBK Sorce Advisory’s Energy Transfer Partners ET Stock Holding History

HBK Sorce Advisory’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
Q2 		$341K Sell
16,769
-1,784
-10% -$34.5K 0.01% 477
2026
Q1 		$359K Buy
18,553
+1,046
+6% +$19.2K 0.01% 447
2025
Q4 		$314K Sell
17,507
-1,511
-8% -$25.2K 0.01% 468
2025
Q3 		$321K Buy
19,018
+628
+3% +$11K 0.01% 458
2025
Q2 		$333K Buy
18,390
+779
+4% +$13.6K 0.01% 433
2025
Q1 		$327K Sell
17,611
-8,273
-32% -$161K 0.01% 432
2024
Q4 		$507K Buy
25,884
+262
+1% +$4.64K 0.02% 333
2024
Q3 		$411K Buy
25,622
+4,745
+23% +$76.3K 0.01% 384
2024
Q2 		$339K Buy
20,877
+5,148
+33% +$80.9K 0.01% 413
2024
Q1 		$247K Buy
15,729
+59
+0.4% +$859 0.01% 506
2023
Q4 		$216K Sell
15,670
-1,306
-8% -$17.8K 0.01% 505
2023
Q3 		$238K Sell
16,976
-2,447
-13% -$32.5K 0.01% 471
2023
Q2 		$247K Buy
19,423
+150
+0.8% +$1.9K 0.01% 489
2023
Q1 		$240K Sell
19,273
-12,591
-40% -$159K 0.01% 491
2022
Q4 		$378K Buy
+31,864
New +$382K 0.01% 484

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

HBK Sorce Advisory's ET Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Energy Transfer Partners (ET) stake by 9.6% in Q2 2026, selling an estimated $34.5K and leaving 16,769 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #477.

HBK Sorce Advisory first reported a position in ET in Q4 2022 and has held it in 15 quarters since. The position peaked at $507K in Q4 2024. 814 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • HBK Sorce Advisory held 16,769 shares of Energy Transfer Partners worth $341K as of Q2 2026.
  • HBK Sorce Advisory sold 1,784 Energy Transfer Partners shares in Q2 2026, an estimated $34.5K.
  • Energy Transfer Partners made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #477 holding.
  • HBK Sorce Advisory first reported a position in Energy Transfer Partners in Q4 2022 and has held it in 15 quarters since.
  • HBK Sorce Advisory's Energy Transfer Partners position peaked at $507K in Q4 2024.
  • 814 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.