One Charles Private Wealth Services’s Energy Transfer Partners ET Stock Holding History

One Charles Private Wealth Services’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	$3.57M	Sell	186,850 -591	-0.3%	-$11.4K	0.82%	26
2026 Q1	$3.62M	Sell	187,441 -7,553	-4%	-$138K	0.91%	24
2025 Q4	$3.22M	Sell	194,994 -2,961	-1%	-$49.3K	0.83%	25
2025 Q3	$3.4M	Sell	197,955 -1,715	-0.9%	-$30.1K	0.89%	22
2025 Q2	$3.62M	Buy	199,670 +133,024	+200%	+$2.32M	1.02%	20
2025 Q1	$1.24M	Buy	66,646 +9	+0%	+$175	0.4%	40
2024 Q4	$1.31M	Sell	66,637 -2,490	-4%	-$44.1K	0.44%	38
2024 Q3	$1.11M	Buy	69,127 +49,127	+246%	+$790K	0.42%	43
2024 Q2	$324K	Hold	20,000	–	–	0.14%	102
2024 Q1	$315K	Hold	20,000	–	–	0.14%	106
2023 Q4	$276K	Hold	20,000	–	–	0.15%	109
2023 Q3	$281K	Hold	20,000	–	–	0.16%	95
2023 Q2	$254K	Buy	+20,000	New	+$253K	0.15%	110

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

One Charles Private Wealth Services's ET Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its Energy Transfer Partners (ET) stake by 0.32% in Q2 2026, selling an estimated $11.4K and leaving 186,850 shares worth $3.57M. The position accounts for 0.82% of the portfolio, ranked #26.

One Charles Private Wealth Services first reported a position in ET in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.62M in Q2 2025. 221 funds tracked by Wall St. Rank hold ET as of Q2 2026.

One Charles Private Wealth Services held 186,850 shares of Energy Transfer Partners worth $3.57M as of Q2 2026.
One Charles Private Wealth Services sold 591 Energy Transfer Partners shares in Q2 2026, an estimated $11.4K.
Energy Transfer Partners made up 0.82% of One Charles Private Wealth Services's portfolio in Q2 2026, its #26 holding.
One Charles Private Wealth Services first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 13 quarters since.
One Charles Private Wealth Services's Energy Transfer Partners position peaked at $3.62M in Q2 2025.
221 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.