HHM Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

HHM Wealth 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 Q2	$90.8K	Buy	4,748 +13	+0.3%	+$252	0.01%	305
2026 Q1	$91.4K	Buy	4,735 +2,465	+109%	+$45.1K	0.01%	282
2025 Q4	$37.4K	Hold	2,270	–	–	﹤0.01%	403
2025 Q3	$39K	Hold	2,270	–	–	﹤0.01%	409
2025 Q2	$41.2K	Buy	2,270 +800	+54%	+$14K	﹤0.01%	404
2025 Q1	$27.3K	Buy	1,470 +86	+6%	+$1.68K	﹤0.01%	461
2024 Q4	$27.1K	Sell	1,384 -100	-7%	-$1.77K	﹤0.01%	449
2024 Q3	$23.8K	Sell	1,484 -4,450	-75%	-$71.6K	﹤0.01%	439
2024 Q2	$96.3K	Buy	5,934 +1,700	+40%	+$26.7K	0.01%	253
2024 Q1	$66.6K	Sell	4,234 -2,521	-37%	-$36.7K	0.01%	265
2023 Q4	$93.2K	Buy	6,755 +1,177	+21%	+$16K	0.02%	213
2023 Q3	$78.3K	Hold	5,578	–	–	0.02%	219
2023 Q2	$70.8K	Buy	5,578 +3,850	+223%	+$48.8K	0.01%	242
2023 Q1	$21.5K	Hold	1,728	–	–	﹤0.01%	407
2022 Q4	$20.5K	Hold	1,728	–	–	﹤0.01%	358
2022 Q3	$19K	Hold	1,728	–	–	0.01%	352
2022 Q2	$17K	Hold	1,728	–	–	﹤0.01%	447
2022 Q1	$19K	Hold	1,728	–	–	﹤0.01%	439
2021 Q4	$14K	Sell	1,728 -150	-8%	-$1.36K	﹤0.01%	484
2021 Q3	$18K	Hold	1,878	–	–	﹤0.01%	415
2021 Q2	$20K	Buy	1,878 +1,728	+1,152%	+$16.6K	0.01%	396
2021 Q1	$1K	Hold	150	–	–	﹤0.01%	555
2020 Q4	$1K	Hold	150	–	–	﹤0.01%	508
2020 Q3	$1K	Hold	150	–	–	﹤0.01%	483
2020 Q2	$1K	Hold	150	–	–	﹤0.01%	469
2020 Q1	$1K	Buy	+150	New	+$1.6K	﹤0.01%	452

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

HHM Wealth Advisors's ET Position: Q2 2026 in Review

HHM Wealth Advisors increased its Energy Transfer Partners (ET) stake by 0.27% in Q2 2026, buying an estimated $252 and bringing the position to 4,748 shares worth $90.8K. The position accounts for 0.01% of the portfolio, ranked #305.

HHM Wealth Advisors first reported a position in ET in Q1 2020 and has held it in 26 quarters since. The position peaked at $96.3K in Q2 2024. 450 funds tracked by Wall St. Rank hold ET as of Q2 2026.

HHM Wealth Advisors held 4,748 shares of Energy Transfer Partners worth $90.8K as of Q2 2026.
HHM Wealth Advisors bought 13 Energy Transfer Partners shares in Q2 2026, an estimated $252.
Energy Transfer Partners made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #305 holding.
HHM Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Energy Transfer Partners position peaked at $96.3K in Q2 2024.
450 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.