Matthew Hamilton Rosenberg’s Energy Transfer Partners ET Stock Holding History

Matthew Hamilton Rosenberg’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	$62.2K	Hold	3,147	–	–	0.01%	420
2026 Q2	$60.2K	Sell	3,147 -281	-8%	-$5.44K	0.01%	416
2026 Q1	$66.2K	Hold	3,428	–	–	0.01%	390
2025 Q4	$56.5K	Sell	3,428 -1,954	-36%	-$32.5K	0.01%	406
2025 Q3	$92.4K	Sell	5,382 -1,158	-18%	-$20.3K	0.02%	345
2025 Q2	$119K	Buy	6,540 +3,490	+114%	+$60.9K	0.03%	296
2025 Q1	$56.7K	Hold	3,050	–	–	0.01%	404
2024 Q4	$59.8K	Buy	3,050 +1,050	+53%	+$18.6K	0.02%	393
2024 Q3	$32.1K	Hold	2,000	–	–	0.01%	496
2024 Q2	$32.7K	Hold	2,000	–	–	0.01%	472
2024 Q1	$31.4K	Sell	2,000 -1,109	-36%	-$16.2K	0.01%	484
2023 Q4	$42.9K	Hold	3,109	–	–	0.01%	452
2023 Q3	$43.6K	Hold	3,109	–	–	0.01%	439
2023 Q2	$39.5K	Hold	3,109	–	–	0.01%	472
2023 Q1	$38.8K	Hold	3,109	–	–	0.01%	514
2022 Q4	$36.9K	Buy	3,109 +2,000	+180%	+$24K	0.01%	524
2022 Q3	$12K	Buy	+1,109	New	+$12.3K	﹤0.01%	619

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

PCA

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

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's ET Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Energy Transfer Partners (ET) position steady in Q3 2026 at 3,147 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #420.

Matthew Hamilton Rosenberg first reported a position in ET in Q3 2022 and has held it in 17 quarters since. The position peaked at $119K in Q2 2025. 62 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Matthew Hamilton Rosenberg held 3,147 shares of Energy Transfer Partners worth $62.2K as of Q3 2026.
Matthew Hamilton Rosenberg left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #420 holding.
Matthew Hamilton Rosenberg first reported a position in Energy Transfer Partners in Q3 2022 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's Energy Transfer Partners position peaked at $119K in Q2 2025.
62 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.