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 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 Q2	–	Sell	-70,512	Closed	-$1.31M	–	143
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

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

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Legacy Advisors's ET Position: Q2 2026 in Review

Legacy Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 101,747 shares worth $1.95M. The position accounts for 0.18% of the portfolio, ranked #72.

Legacy Advisors first reported a position in ET in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.96M in Q1 2026. 408 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Legacy Advisors held 101,747 shares of Energy Transfer Partners worth $1.95M as of Q2 2026.
Legacy Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.18% of Legacy Advisors's portfolio in Q2 2026, its #72 holding.
Legacy Advisors first reported a position in Energy Transfer Partners in Q4 2018 and has held it in 30 quarters since.
Legacy Advisors's Energy Transfer Partners position peaked at $1.96M in Q1 2026.
408 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.