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

Partners 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 Q2	$193K	Buy	10,101 +20	+0.2%	+$387	0.19%	107
2026 Q1	$195K	Buy	+10,081	New	+$185K	0.2%	108
2025 Q3	–	Sell	-11,135	Closed	-$209K	–	126
2025 Q2	$209K	Hold	11,135	–	–	0.24%	108
2025 Q1	$207K	Buy	11,135 +450	+4%	+$8.77K	0.23%	107
2024 Q4	$209K	Buy	+10,685	New	+$189K	0.24%	105

Other funds holding ET

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Partners Wealth Management's ET Position: Q2 2026 in Review

Partners Wealth Management increased its Energy Transfer Partners (ET) stake by 0.2% in Q2 2026, buying an estimated $387 and bringing the position to 10,101 shares worth $193K. The position accounts for 0.19% of the portfolio, ranked #107.

Partners Wealth Management first reported a position in ET in Q4 2024 and has held it in 5 quarters since. The position peaked at $209K in Q4 2024. 357 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Partners Wealth Management held 10,101 shares of Energy Transfer Partners worth $193K as of Q2 2026.
Partners Wealth Management bought 20 Energy Transfer Partners shares in Q2 2026, an estimated $387.
Energy Transfer Partners made up 0.19% of Partners Wealth Management's portfolio in Q2 2026, its #107 holding.
Partners Wealth Management first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 5 quarters since.
Partners Wealth Management's Energy Transfer Partners position peaked at $209K in Q4 2024.
357 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.