Pinnacle Wealth Planning Services’s Energy Transfer Partners ET Stock Holding History

Pinnacle Wealth Planning Services’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	$34M	Sell	1,717,458 -429,507	-20%	-$8.86M	3.31%	4
2026 Q2	$41M	Sell	2,146,965 -927,632	-30%	-$18M	3.91%	3
2026 Q1	$59.3M	Sell	3,074,597 -760,993	-20%	-$13.9M	6.13%	3
2025 Q4	$63.2M	Sell	3,835,590 -22,200	-0.6%	-$370K	6.6%	3
2025 Q3	$66.2M	Sell	3,857,790 -29,425	-0.8%	-$516K	7.76%	3
2025 Q2	$70.5M	Buy	3,887,215 +232,550	+6%	+$4.06M	9.27%	3
2025 Q1	$67.9M	Sell	3,654,665 -177,592	-5%	-$3.46M	10.21%	2
2024 Q4	$75.1M	Sell	3,832,257 -448,738	-10%	-$7.95M	11.28%	2
2024 Q3	$68.7M	Sell	4,280,995 -142,442	-3%	-$2.29M	9.33%	2
2024 Q2	$71.7M	Buy	4,423,437 +294,169	+7%	+$4.62M	10.25%	2
2024 Q1	$65M	Sell	4,129,268 -235,000	-5%	-$3.42M	9.52%	2
2023 Q4	$60.2M	Buy	4,364,268 +7,423	+0.2%	+$101K	9.46%	2
2023 Q3	$61.1M	Buy	4,356,845 +23,630	+0.5%	+$313K	10.08%	2
2023 Q2	$55M	Sell	4,333,215 -8,750	-0.2%	-$111K	8.89%	2
2023 Q1	$54.1M	Buy	4,341,965 +227,700	+6%	+$2.88M	9%	2
2022 Q4	$48.8M	Sell	4,114,265 -682,380	-14%	-$8.19M	8.68%	2
2022 Q3	$52.9M	Buy	4,796,645 +97,890	+2%	+$1.09M	9.78%	2
2022 Q2	$46.9M	Buy	4,698,755 +334,027	+8%	+$3.74M	8.42%	2
2022 Q1	$48.8M	Sell	4,364,728 -400,000	-8%	-$3.97M	8.9%	2
2021 Q4	$39.2M	Buy	4,764,728 +535,911	+13%	+$4.87M	7.66%	2
2021 Q3	$40.5M	Buy	4,228,817 +721,519	+21%	+$6.93M	8.95%	2
2021 Q2	$37.3M	Hold	3,507,298	–	–	8.67%	2
2021 Q1	$26.9M	Buy	3,507,298 +2,200	+0.1%	+$16.1K	6.91%	2
2020 Q4	$21.7M	Buy	3,505,098 +998,000	+40%	+$6.04M	5.18%	2
2020 Q3	$13.6M	Buy	2,507,098 +525,329	+27%	+$3.33M	4.49%	3
2020 Q2	$14.1M	Buy	+1,981,769	New	+$14.7M	4.58%	2

Other funds holding ET

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's ET Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Energy Transfer Partners (ET) stake by 20% in Q3 2026, selling an estimated $8.86M and leaving 1,717,458 shares worth $34M. The position accounts for 3.31% of the portfolio, ranked #4.

Pinnacle Wealth Planning Services first reported a position in ET in Q2 2020 and has held it in 26 quarters since. The position peaked at $75.1M in Q4 2024. 463 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Pinnacle Wealth Planning Services held 1,717,458 shares of Energy Transfer Partners worth $34M as of Q3 2026.
Pinnacle Wealth Planning Services sold 429,507 Energy Transfer Partners shares in Q3 2026, an estimated $8.86M.
Energy Transfer Partners made up 3.31% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #4 holding.
Pinnacle Wealth Planning Services first reported a position in Energy Transfer Partners in Q2 2020 and has held it in 26 quarters since.
Pinnacle Wealth Planning Services's Energy Transfer Partners position peaked at $75.1M in Q4 2024.
463 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.