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

Perigon 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	$1.05M	Buy	54,676 +2,256	+4%	+$43.7K	0.02%	576
2026 Q1	$1.01M	Buy	52,420 +7,785	+17%	+$143K	0.02%	537
2025 Q4	$736K	Buy	44,635 +5,050	+13%	+$84.1K	0.01%	641
2025 Q3	$679K	Buy	39,585 +644	+2%	+$11.3K	0.01%	634
2025 Q2	$706K	Buy	38,941 +2,512	+7%	+$43.8K	0.02%	579
2025 Q1	$677K	Sell	36,429 -498	-1%	-$9.7K	0.02%	545
2024 Q4	$748K	Sell	36,927 -607	-2%	-$10.7K	0.02%	520
2024 Q3	$602K	Buy	37,534 +3,068	+9%	+$49.4K	0.02%	562
2024 Q2	$559K	Sell	34,466 -253	-0.7%	-$3.98K	0.02%	507
2024 Q1	$546K	Sell	34,719 -1,300	-4%	-$18.9K	0.02%	511
2023 Q4	$497K	Buy	36,019 +5,586	+18%	+$75.9K	0.02%	503
2023 Q3	$427K	Buy	30,433 +2,800	+10%	+$37.1K	0.02%	478
2023 Q2	$351K	Buy	27,633 +360	+1%	+$4.56K	0.01%	558
2023 Q1	$340K	Buy	27,273 +1,030	+4%	+$13K	0.02%	500
2022 Q4	$312K	Buy	+26,243	New	+$315K	0.02%	517
2022 Q2	–	Sell	-10,964	Closed	-$123K	–	588
2022 Q1	$123K	Buy	+10,964	New	+$109K	0.01%	585
2021 Q1	–	Sell	-4,564	Closed	-$28K	–	656
2020 Q4	$28K	Buy	+4,564	New	+$27.6K	﹤0.01%	922
2018 Q2	–	Sell	-3,200	Closed	-$45K	–	351
2018 Q1	$45K	Hold	3,200	–	–	0.02%	325
2017 Q4	$55K	Hold	3,200	–	–	0.02%	276
2017 Q3	$56K	Buy	+3,200	New	+$56K	0.02%	321

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Perigon Wealth Management increased its Energy Transfer Partners (ET) stake by 4.3% in Q2 2026, buying an estimated $43.7K and bringing the position to 54,676 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #576.

Perigon Wealth Management first reported a position in ET in Q3 2017 and has held it in 20 quarters since. 1,297 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Perigon Wealth Management held 54,676 shares of Energy Transfer Partners worth $1.05M as of Q2 2026.
Perigon Wealth Management bought 2,256 Energy Transfer Partners shares in Q2 2026, an estimated $43.7K.
Energy Transfer Partners made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #576 holding.
Perigon Wealth Management first reported a position in Energy Transfer Partners in Q3 2017 and has held it in 20 quarters since.
1,297 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.