Private Wealth Partners’s Energy Transfer Partners ET Stock Holding History

Private Wealth Partners’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	$2.11M	Buy	106,500 +10,000	+10%	+$206K	0.14%	72
2026 Q2	$1.85M	Hold	96,500	–	–	0.13%	76
2026 Q1	$1.86M	Hold	96,500	–	–	0.14%	73
2025 Q4	$1.59M	Buy	96,500 +20,000	+26%	+$333K	0.11%	82
2025 Q3	$1.31M	Buy	76,500 +10,000	+15%	+$175K	0.09%	83
2025 Q2	$1.21M	Hold	66,500	–	–	0.09%	85
2025 Q1	$1.24M	Hold	66,500	–	–	0.1%	82
2024 Q4	$1.3M	Buy	66,500 +54,500	+454%	+$965K	0.1%	83
2024 Q3	$193K	Buy	+12,000	New	+$193K	0.02%	165
2019 Q4	–	Sell	-20,200	Closed	-$264K	–	128
2019 Q3	$264K	Hold	20,200	–	–	0.04%	103
2019 Q2	$284K	Hold	20,200	–	–	0.04%	109
2019 Q1	$310K	Buy	+20,200	New	+$300K	0.05%	101

Other funds holding ET

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

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

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 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

Private Wealth Partners's ET Position: Q3 2026 in Review

Private Wealth Partners increased its Energy Transfer Partners (ET) stake by 10% in Q3 2026, buying an estimated $206K and bringing the position to 106,500 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #72.

Private Wealth Partners first reported a position in ET in Q1 2019 and has held it in 12 quarters since. 726 funds tracked by Wall St. Rank hold ET as of Q3 2026.

Private Wealth Partners held 106,500 shares of Energy Transfer Partners worth $2.11M as of Q3 2026.
Private Wealth Partners bought 10,000 Energy Transfer Partners shares in Q3 2026, an estimated $206K.
Energy Transfer Partners made up 0.14% of Private Wealth Partners's portfolio in Q3 2026, its #72 holding.
Private Wealth Partners first reported a position in Energy Transfer Partners in Q1 2019 and has held it in 12 quarters since.
726 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2026.

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