Parcion Private Wealth’s Energy Transfer LP Series I Preferred Units ET.PRI Stock Holding History

Parcion Private Wealth’s Portfolio ET.PRI Stock Details ET.PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$197K	Buy	+17,232	New	+$201K	0.01%	495

Other funds holding ET.PRI

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Parcion Private Wealth's ET.PRI Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Energy Transfer LP Series I Preferred Units (ET.PRI) in Q2 2026: 17,232 shares worth $197K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings.

57 funds tracked by Wall St. Rank hold ET.PRI as of Q2 2026.

Parcion Private Wealth held 17,232 shares of Energy Transfer LP Series I Preferred Units worth $197K as of Q2 2026.
Energy Transfer LP Series I Preferred Units was a new Parcion Private Wealth position in Q2 2026.
Energy Transfer LP Series I Preferred Units made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #495 holding.
57 funds tracked by Wall St. Rank held Energy Transfer LP Series I Preferred Units as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.