Meriwether Wealth & Planning’s Energy Transfer Partners ET Stock Holding History

Meriwether Wealth & Planning’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	$975K	Buy	51,011 +625	+1%	+$12.1K	0.48%	39
2026 Q1	$972K	Sell	50,386 -1,000	-2%	-$18.3K	0.53%	35
2025 Q4	$847K	Buy	51,386 +3,320	+7%	+$55.3K	0.48%	43
2025 Q3	$825K	Buy	48,066 +1,982	+4%	+$34.7K	0.48%	41
2025 Q2	$836K	Buy	46,084 +1,618	+4%	+$28.2K	0.52%	39
2025 Q1	$827K	Buy	44,466 +300	+0.7%	+$5.84K	0.54%	44
2024 Q4	$865K	Buy	+44,166	New	+$782K	0.62%	36

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

AAA

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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Meriwether Wealth & Planning's ET Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Energy Transfer Partners (ET) stake by 1.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 51,011 shares worth $975K. The position accounts for 0.48% of the portfolio, ranked #39.

Meriwether Wealth & Planning first reported a position in ET in Q4 2024 and has held it in 7 quarters since. 221 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Meriwether Wealth & Planning held 51,011 shares of Energy Transfer Partners worth $975K as of Q2 2026.
Meriwether Wealth & Planning bought 625 Energy Transfer Partners shares in Q2 2026, an estimated $12.1K.
Energy Transfer Partners made up 0.48% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #39 holding.
Meriwether Wealth & Planning first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
221 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.