Herold Advisors
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Herold Advisors’s Energy Transfer Partners ET Stock Holding History

Herold Advisors’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 		$334K Buy
16,893
+1,673
+11% +$34.5K 0.07% 211
2026
Q2 		$290K Buy
15,220
+1,900
+14% +$36.8K 0.06% 230
2026
Q1 		$257K Hold
13,320
– – 0.06% 227
2025
Q4 		$220K Hold
13,320
– – 0.05% 234
2025
Q3 		$229K Sell
13,320
-836
-6% -$14.7K 0.05% 224
2025
Q2 		$257K Buy
14,156
+29
+0.2% +$506 0.05% 265
2025
Q1 		$263K Buy
14,127
+507
+4% +$9.9K 0.06% 240
2024
Q4 		$267K Buy
13,620
+1,509
+12% +$26.7K 0.06% 236
2024
Q3 		$194K Buy
12,111
+9
+0.1% +$145 0.04% 260
2024
Q2 		$196K Buy
12,102
+9
+0.1% +$141 0.05% 254
2024
Q1 		$190K Buy
12,093
+9
+0.1% +$131 0.05% 256
2023
Q4 		$167K Buy
12,084
+9
+0.1% +$122 0.05% 236
2023
Q3 		$169K Buy
12,075
+165
+1% +$2.19K 0.05% 237
2023
Q2 		$151K Buy
11,910
+10
+0.1% +$127 0.05% 233
2023
Q1 		$148K Buy
11,900
+1,000
+9% +$12.6K 0.05% 224
2022
Q4 		$129K Buy
10,900
+700
+7% +$8.4K 0.05% 199
2022
Q3 		$112K Hold
10,200
– – 0.05% 185
2022
Q2 		$101K Sell
10,200
-9,500
-48% -$106K 0.05% 190
2022
Q1 		$220K Hold
19,700
– – 0.08% 186
2021
Q4 		$162K Hold
19,700
– – 0.06% 203
2021
Q3 		$188K Buy
+19,700
New +$189K 0.07% 207

Other funds holding ET

Chickasaw Capital Management
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Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Stephens Group
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Private Capital Advisors
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Herold Advisors's ET Position: Q3 2026 in Review

Herold Advisors increased its Energy Transfer Partners (ET) stake by 11% in Q3 2026, buying an estimated $34.5K and bringing the position to 16,893 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #211.

Herold Advisors first reported a position in ET in Q3 2021 and has held it in 21 quarters since. 397 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Herold Advisors held 16,893 shares of Energy Transfer Partners worth $334K as of Q3 2026.
  • Herold Advisors bought 1,673 Energy Transfer Partners shares in Q3 2026, an estimated $34.5K.
  • Energy Transfer Partners made up 0.07% of Herold Advisors's portfolio in Q3 2026, its #211 holding.
  • Herold Advisors first reported a position in Energy Transfer Partners in Q3 2021 and has held it in 21 quarters since.
  • 397 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.