Lummis Asset Management’s Energy Transfer Partners ET Stock Holding History

Lummis Asset Management’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	$18.5K	Hold	970	–	–	0.01%	110
2026 Q1	$18.7K	Sell	970 -3,100	-76%	-$56.8K	0.01%	111
2025 Q4	$67.1K	Hold	4,070	–	–	0.04%	78
2025 Q3	$69.8K	Hold	4,070	–	–	0.05%	78
2025 Q2	$73.8K	Hold	4,070	–	–	0.05%	73
2025 Q1	$75.7K	Hold	4,070	–	–	0.05%	74
2024 Q4	$79.7K	Hold	4,070	–	–	0.1%	49
2024 Q3	$65.3K	Hold	4,070	–	–	0.08%	54
2024 Q2	$66K	Hold	4,070	–	–	0.09%	50
2024 Q1	$64K	Hold	4,070	–	–	0.09%	50
2023 Q4	$56.2K	Buy	+4,070	New	+$55.3K	0.04%	83

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Lummis Asset Management's ET Position: Q2 2026 in Review

Lummis Asset Management held its Energy Transfer Partners (ET) position steady in Q2 2026 at 970 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #110.

Lummis Asset Management first reported a position in ET in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.7K in Q4 2024. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Lummis Asset Management held 970 shares of Energy Transfer Partners worth $18.5K as of Q2 2026.
Lummis Asset Management left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up 0.01% of Lummis Asset Management's portfolio in Q2 2026, its #110 holding.
Lummis Asset Management first reported a position in Energy Transfer Partners in Q4 2023 and has held it in 11 quarters since.
Lummis Asset Management's Energy Transfer Partners position peaked at $79.7K in Q4 2024.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.