PFGIA
ET icon

Patriot Financial Group Insurance Agency’s Energy Transfer Partners ET Stock Holding History

Patriot Financial Group Insurance Agency’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 		$272K Sell
14,232
-14,774
-51% -$286K 0.03% 406
2026
Q1 		$560K Buy
29,006
+14,553
+101% +$266K 0.03% 413
2025
Q4 		$238K Sell
14,453
-512
-3% -$8.52K 0.03% 437
2025
Q3 		$257K Buy
+14,965
New +$262K 0.03% 415
2022
Q3 		– Sell
-1,815
Closed -$18K – 871
2022
Q2 		$18K Sell
1,815
-997
-35% -$11.2K ﹤0.01% 1038
2022
Q1 		$31K Buy
2,812
+253
+10% +$2.51K 0.01% 926
2021
Q4 		$21K Buy
2,559
+3
+0.1% +$27 ﹤0.01% 1200
2021
Q3 		$24K Buy
2,556
+753
+42% +$7.23K ﹤0.01% 1134
2021
Q2 		$19K Buy
1,803
+2
+0.1% +$19 ﹤0.01% 1202
2021
Q1 		$14K Sell
1,801
-3,108
-63% -$22.7K ﹤0.01% 1234
2020
Q4 		$30K Sell
4,909
-1,976
-29% -$12K 0.01% 849
2020
Q3 		$37K Buy
6,885
+7
+0.1% +$44 0.01% 606
2020
Q2 		$49K Sell
6,878
-293
-4% -$2.17K 0.02% 515
2020
Q1 		$33K Buy
7,171
+3
+0% +$32 0.02% 537
2019
Q4 		$92K Sell
7,168
-140
-2% -$1.73K 0.03% 357
2019
Q3 		$96K Sell
7,308
-2,354
-24% -$32.8K 0.04% 315
2019
Q2 		$137K Buy
9,662
+2,567
+36% +$38K 0.06% 252
2019
Q1 		$109K Buy
7,095
+2
+0% +$30 0.06% 255
2018
Q4 		$94K Buy
7,093
+6,793
+2,264% +$103K 0.06% 219
2018
Q3 		$5K Buy
+300
New +$5.33K ﹤0.01% 726

Other funds holding ET

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ET Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Energy Transfer Partners (ET) stake by 51% in Q2 2026, selling an estimated $286K and leaving 14,232 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #406.

Patriot Financial Group Insurance Agency first reported a position in ET in Q3 2018 and has held it in 20 quarters since. The position peaked at $560K in Q1 2026. 814 funds tracked by Wall St. Rank hold ET as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 14,232 shares of Energy Transfer Partners worth $272K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,774 Energy Transfer Partners shares in Q2 2026, an estimated $286K.
  • Energy Transfer Partners made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #406 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Energy Transfer Partners in Q3 2018 and has held it in 20 quarters since.
  • Patriot Financial Group Insurance Agency's Energy Transfer Partners position peaked at $560K in Q1 2026.
  • 814 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.