Perigon Wealth Management
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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
Q3 		$1.05M Sell
53,127
-1,549
-3% -$32K 0.02% 588
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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mizuho Markets Americas
Mizuho Markets Americas New York $6.82B AUM 29.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's ET Position: Q3 2026 in Review

Perigon Wealth Management reduced its Energy Transfer Partners (ET) stake by 2.8% in Q3 2026, selling an estimated $32K and leaving 53,127 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #588.

Perigon Wealth Management first reported a position in ET in Q3 2017 and has held it in 21 quarters since. 877 funds tracked by Wall St. Rank hold ET as of Q3 2026.

  • Perigon Wealth Management held 53,127 shares of Energy Transfer Partners worth $1.05M as of Q3 2026.
  • Perigon Wealth Management sold 1,549 Energy Transfer Partners shares in Q3 2026, an estimated $32K.
  • Energy Transfer Partners made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #588 holding.
  • Perigon Wealth Management first reported a position in Energy Transfer Partners in Q3 2017 and has held it in 21 quarters since.
  • 877 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.