Mindset Wealth Management’s Energy Transfer Partners ET Stock Holding History

Mindset Wealth 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 Q3	$416K	Hold	21,040	–	–	0.07%	109
2026 Q2	$402K	Buy	21,040 +4,500	+27%	+$87.1K	0.08%	111
2026 Q1	$319K	Hold	16,540	–	–	0.09%	119
2025 Q4	$273K	Buy	16,540 +2,200	+15%	+$36.6K	0.07%	146
2025 Q3	$246K	Buy	+14,340	New	+$251K	0.07%	143
2024 Q4	–	Sell	-10,634	Closed	-$171K	–	140
2024 Q3	$171K	Buy	+10,634	New	+$171K	0.07%	121

Other funds holding ET

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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Mindset Wealth Management's ET Position: Q3 2026 in Review

Mindset Wealth Management held its Energy Transfer Partners (ET) position steady in Q3 2026 at 21,040 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #109.

Mindset Wealth Management first reported a position in ET in Q3 2024 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Mindset Wealth Management held 21,040 shares of Energy Transfer Partners worth $416K as of Q3 2026.
Mindset Wealth Management left its Energy Transfer Partners share count unchanged in Q3 2026.
Energy Transfer Partners made up 0.07% of Mindset Wealth Management's portfolio in Q3 2026, its #109 holding.
Mindset Wealth Management first reported a position in Energy Transfer Partners in Q3 2024 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.