Physician Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

Physician Wealth Advisors’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	$14.7K	Hold	768	–	–	﹤0.01%	770
2026 Q1	$14.8K	Hold	768	–	–	﹤0.01%	695
2025 Q4	$12.7K	Hold	768	–	–	﹤0.01%	699
2025 Q3	$13.2K	Hold	768	–	–	﹤0.01%	672
2025 Q2	$13.9K	Hold	768	–	–	﹤0.01%	587
2025 Q1	$14.3K	Hold	768	–	–	﹤0.01%	548
2024 Q4	$15K	Buy	+768	New	+$13.6K	﹤0.01%	559

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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 New York $303B AUM 53.02% 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

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Physician Wealth Advisors's ET Position: Q2 2026 in Review

Physician Wealth Advisors held its Energy Transfer Partners (ET) position steady in Q2 2026 at 768 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Physician Wealth Advisors first reported a position in ET in Q4 2024 and has held it in 7 quarters since. The position peaked at $15K in Q4 2024. 627 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Physician Wealth Advisors held 768 shares of Energy Transfer Partners worth $14.7K as of Q2 2026.
Physician Wealth Advisors left its Energy Transfer Partners share count unchanged in Q2 2026.
Energy Transfer Partners made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #770 holding.
Physician Wealth Advisors first reported a position in Energy Transfer Partners in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Energy Transfer Partners position peaked at $15K in Q4 2024.
627 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.