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

Legacy 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 		$2.01M Hold
101,747
– – 0.19% 61
2026
Q2 		$1.95M Hold
101,747
– – 0.18% 72
2026
Q1 		$1.96M Sell
101,747
-7,165
-7% -$131K 0.23% 55
2025
Q4 		$1.8M Buy
108,912
+7,165
+7% +$119K 0.19% 65
2025
Q3 		$1.75M Buy
+101,747
New +$1.78M 0.22% 64
2025
Q1 		$1.31M Sell
70,512
-3,192
-4% -$62.2K 0.13% 127
2024
Q4 		$1.44M Sell
73,704
-2,834
-4% -$50.2K 0.14% 109
2024
Q3 		$1.23M Hold
76,538
– – 0.13% 128
2024
Q2 		$1.24M Hold
76,538
– – 0.15% 104
2024
Q1 		$1.2M Sell
76,538
-17,800
-19% -$259K 0.15% 121
2023
Q4 		$1.3M Buy
94,338
+1,817
+2% +$24.7K 0.17% 108
2023
Q3 		$1.3M Buy
92,521
+2,800
+3% +$37.1K 0.21% 101
2023
Q2 		$1.14M Buy
89,721
+2,000
+2% +$25.3K 0.17% 109
2023
Q1 		$1.09M Hold
87,721
– – 0.2% 89
2022
Q4 		$1.04M Buy
87,721
+8,361
+11% +$100K 0.19% 84
2022
Q3 		$875K Sell
79,360
-625
-0.8% -$6.96K 0.19% 81
2022
Q2 		$798K Buy
79,985
+43,083
+117% +$483K 0.17% 86
2022
Q1 		$413K Hold
36,902
– – 0.08% 135
2021
Q4 		$304K Hold
36,902
– – 0.11% 96
2021
Q3 		$354K Hold
36,902
– – 0.14% 87
2021
Q2 		$392K Hold
36,902
– – 0.16% 79
2021
Q1 		$283K Hold
36,902
– – 0.13% 91
2020
Q4 		$228K Sell
36,902
-424
-1% -$2.56K 0.13% 98
2020
Q3 		$202K Buy
37,326
+424
+1% +$2.69K 0.13% 102
2020
Q2 		$263K Sell
36,902
-42,985
-54% -$319K 0.21% 80
2020
Q1 		$367K Buy
79,887
+59,020
+283% +$629K 0.37% 62
2019
Q4 		$268K Buy
20,867
+2,000
+11% +$24.6K 0.17% 111
2019
Q3 		$247K Hold
18,867
– – 0.18% 96
2019
Q2 		$266K Sell
18,867
-10,519
-36% -$156K 0.18% 94
2019
Q1 		$452K Buy
29,386
+8,913
+44% +$132K 0.15% 111
2018
Q4 		$270K Buy
+20,473
New +$311K 0.2% 95

Other funds holding ET

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Legacy Advisors's ET Position: Q3 2026 in Review

Legacy Advisors held its Energy Transfer Partners (ET) position steady in Q3 2026 at 101,747 shares worth $2.01M. The position accounts for 0.19% of the portfolio, ranked #61.

Legacy Advisors first reported a position in ET in Q4 2018 and has held it in 31 quarters since. 817 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Legacy Advisors held 101,747 shares of Energy Transfer Partners worth $2.01M as of Q3 2026.
  • Legacy Advisors left its Energy Transfer Partners share count unchanged in Q3 2026.
  • Energy Transfer Partners made up 0.19% of Legacy Advisors's portfolio in Q3 2026, its #61 holding.
  • Legacy Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 31 quarters since.
  • 817 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

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